Spotlight Gifting
Page tree

Versions Compared

Old Version 3

changes.mady.by.user Yashwanth

Saved on

compared with

New Version 4

changes.mady.by.user Yashwanth

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

This article explains how to issue Digital Gift Cards to employees using Zeta Spotlight Dashboard. You will learn about

Info
titleImportant

Before proceeding, ensure that the Funding Account is set up and sufficient balance is available. Otherwise, your order will be stalled. For more information, see Creating Funding Account.

Ordering Digital Gift Cards

Refer to the below procedure to know how to order Digital Gift Cards for your employees:

Div
classfaq-panel-expand


Expand
titleOrder Digital Gift Cards
  1. Log into the Zeta platform.
  2. On the Spotlight Dashboard, go to Gift Cards and Vouchers > Digital Gift Cards > Order Now.

  3. Choose a design for the gift card and click Next.

  4. Enter beneficiary details. For 10 or fewer beneficiaries, use Enter manually to provide the details manually. For more than 10, use the Upload in bulk option. Steps for both methods are explained below:

    Div
    classcustomtabs


    Div
    classtabsmenu


    Div
    classtabsmenu_1

    Enter manually


    Div
    classtabsmenu_2

    Upload in bulk



    Div
    classtabscontent


    Div
    classtabpage_1

    a. Enter beneficiary details (name, email and contact number) and order details (gift amount and transfer date) in the form provided.

    b. To add a beneficiary, click Add beneficiary and provide relevant details. Repeat this step for each new beneficiary. To cancel, click Delete at the top for each entry.

    c. Click Next.


    Div
    classtabpage_2

    a. Click Upload in bulk.

    b. Click Upload File to upload the order file or drag and drop the file onto the dotted region. Click Next.





  5. Select the Funding Account to be used from the drop-down

  6. Click the order agreement checkbox to accept and click Place Your Order.

  7. Finally, review the order and click Done to confirm.


Tracking Orders

Refer to the below procedure to know how to track Orders:

Div
classfaq-panel-expand


Expand
titleTrack Orders
  1. Log into the Zeta platform.
  2. On the Spotlight Dashboard, go to Gift Cards and Vouchers > Digital Gift Cards > Order Now.

  3. Click Order History tab to view Order History.
  4. To view orders by status, use Filter by Status drop-down. To view orders by date, use Filter by Date drop-down. To view orders by Order ID, use Search bar provided at the top-left.
Note

To know more about various status types that are triggered after you create an Order, refer Understanding Order statuses.



Downloading Order details

Refer to the below procedure to know how to download the Proforma Invoice:

Div
classfaq-panel-expand


Expand
titleDownload Proforma Invoice
  1. Log in to the Zeta platform. 
  2. On the Spotlight Dashboard, go to Gift Cards and Vouchers > Digital Gift Cards > Order Now.

  3. Click Order History tab.

  4. In Download column, click Proforma Invoice icon

    Span
    classimg-sm

    against any Order ID to download the invoice snapshot file.




Div

On this page:

Table of Contents