Skip to main content

​
Creating Orders

Orders are how you send digital restricted cards to members. Click Send cards in the sidebar to start. The order wizard has four steps.
1

Select Program

Pick the program you want to create the order under. If you have one program, it is selected for you.
2

Select offers

Pick the offers to include (like food, personal care, or transit).
3

Select Recipients

Recipient groups are shown first. Select by Group is the default — check one or more groups to send to everyone in them. Use the search box to find a group, or click View Members to see who is in one.For smaller orders, switch to Select Individuals and pick recipients one by one.
4

Order Summary

Review your recipients, order value, fees, and total against your available balance. Choose Now or Schedule for Later (with a date), then click Place Order.

​
After you place the order

Orders process in the background, so you do not have to wait on the page:
  1. You land on a confirmation page while the order is prepared: Order validated → Cards provisioned → Finalizing secure delivery.
  2. When the cards are created, you can go to View all cards, View Orders, or Place another order.
  3. Cards are delivered to members by text or email, based on each member’s delivery preference.
If an order takes longer than expected, you can leave the page and track it under Card management → Orders. Scheduled orders show the date the cards will be delivered.
If you want to create orders using code, see the Create Order API in the API Documentation.

​
Card Management

After cards are sent out, you can manage them in these ways.

​
Role Access

Not all sidebar items are visible to every role.
Organization Users see Redemptions under Card management, not Orders or Activity. If you need to view or manage orders, contact your Organization Admin.