What Actually Happens Between the Quote and the Cards

Step 1: Scope the Program

Every program starts with a short intake call or form: how many recipients, what budget per person, whether this is a one-time send or something recurring (quarterly recognition, an ongoing referral program, etc.), and your target delivery date.

This is also where we flag anything that affects timeline — large physical card orders need more lead time than a digital batch, for instance.

Step 2: Choose the Brand Structure

There are three common setups:

• Single brand: every recipient gets the same card — simplest to administer, works well for smaller or more uniform groups.
• Curated set: a shortlist of 5–10 brands recipients choose from, balancing simplicity with some personalization.
• Open catalog: recipients pick from the full 500+ brand catalog themselves via a redemption link — best for larger or more varied groups.

Step 3: Delivery Method

Digital delivery by email is the fastest option and works well for most programs. Physical cards are available for programs where a tangible item matters — client gifting, for instance — but need more production and shipping time. Larger recipient lists can be handled through a CSV bulk upload rather than entering names one at a time.

Step 4: Fulfillment

Once brand selection and recipient details are confirmed, orders are processed as a single batch. Digital orders typically go out within a few business days; physical card orders and larger custom programs take longer, which gets confirmed upfront during scoping.

Step 5: Reporting

After delivery, you get a summary report covering order totals, delivery confirmations, and redemption status where available — built to hand directly to finance for reconciliation rather than requiring them to piece it together from individual receipts.