Two lists. Gift cards from the desk are order lines somebody escalated as a Visa e-gift card instead of a reorder: buy the card and tick it off — the tick shows you the “it’s on its way” email and sends it, copied to whoever escalated the line — and, from the Sent pile, tell them to check their junk folder for it. Thank-you gifts are guests who claimed the post-event coffee on /thank-you-gift. Organizer thank-yous are the planners’ briefs for Misha’s handwritten cards and personal notes to the people who booked.
Reading the gift cards…
One wording per reason, used for every card escalated for that reason. It goes in the card’s own message box on
perfectgift.com or Tango Card, and it opens the “it’s on its way” email. Under it the email adds one line of its
own, saying where the card arrives (“The $50 Visa e-gift card arrives by email at …, sent through perfectgift.com”;
a plain e-gift card through Tango Card outside the US). Ticking a card shows you the whole email before it goes.
{{firstName}} is their first name,
{{amount}} the amount, {{what}} the thing that didn’t arrive
(drinks, supplies, add-ons), {{workshop}} and {{date}} the event,
{{card}} what the card is (“Visa e-gift card” in the US, “e-gift card” outside it), and
{{reason}} the words typed on the desk when the reason was “Something else”.
Tick Select beside the guests still waiting for a card — or select everybody listed. Download gives you one spreadsheet to buy them from: first and last name, email, amount and the note for the card’s message box, then where to buy it (perfectgift.com or Tango Card), phone, address and the event. Once they are bought, Mark sent and email them ticks them all off and sends each guest their own “it’s on its way” email — you see who gets one, and the email itself, before anything goes. Cards already sent, duplicates and guests no longer on file can’t be selected.
perfectgift.com (Tango Card, outside the US) sends the card from its own address, so it often ends up in junk or spam. Tick Pick beside the guests whose card has gone and send them a note from Rockoly: the first email once the card is sent, and the reminder for anybody still looking. Only cards ticked off as sent, for guests who agreed to emails, can be picked.
Reading the two emails…
Reading the gift claims…
Written once and used for everybody. {{firstName}} becomes their first name,
{{name}} their full name and {{company}} their company — each row below
shows the finished note, ready to copy into the gift card’s message box.
Reading the briefs…