How to create and send cards in bulk
If you're looking to upload a CSV or Excel spreadsheet with names then you are in the right place.
1. Create a new batch
Head over to your account page, click the Batches tab then click the Create New Batch button. On the next page click the Get Started button.
2. Pick a Design
3. Customise your template card
If you want, you can set up a template card that will be used for every card you send or you can leave it blank to personalise later.
4. Add recipients
Click on the Continue to add Recipients button then on this page download the CSV template by clicking on the link.
Without editing the header row, copy in the list of recipients you want to send your cards to along with a delivery date. Don't worry about the timezone as you can review and bulk adjust this later, as long as they are consistent.
Some programs like Excel might change the date format from yyyy-mm-dd hh:mm to a custom format. It's best to always have the year first so that 03/08/2023 isn't ambiguous between 8th March 2023 and 3rd August 2023. To do this, select the whole date column, right click and select "Format Cells". In the first "Number" section, select "Custom" as the format and type "yyyy-mm-dd hh:mm" into the type field.
Once updated the format should look like this:
Once complete, save your file as a CSV then upload it on our website.
5. Review recipients including date and time
The timezone may have set the time to be slightly off so you can use this next page to add or remove hours to the delivery date. You can also just reset all the dates to a specific day.
6. Schedule and send out links
Click the Schedule Now button and then the confirm button.
That's it!
You can now see the list of all the scheduled/sent cards including the Share URLs for each one. You can use these urls to send out to others to collect more message, manually edit the card yourself or edit the delivery date/time. You can also choose to add a gift card on this page.
