How Do I Order Employee Benefits Card From My Business Portal? (Bulk Order)

If already have a CleverCards Business Account, you can order Employee Benefit Cards directly from your portal. To place a bulk order (11+ cards), follow these steps:

  1. Go to your Business Portal
  2. On the left screen menu, click in "Employee Benefits" and then "Draft Orders"
  3. Click the "Create Order" button on the top right side of the screen
  4. Input your order details and click "Next"
  5. In the next screen, select "File Upload" for ordering 11+ cards and click "Next"
  6. Download the .csv or .xlsx order template, fill in the required fields in the file and save the completed file to your device
  7. Upload the completed order template. The screen will analyse the file and it will display a message saying "Upload success". Once the file has been successfully uploaded, click "Next"
  8. In the next step, you can personalise the email your employees will receive with their CleverCard. You can edit the "Subject Line" or the "Email Header" (preview option available). Once you have decided this, click "Create"
  9. Verify the list of recipients and make sure all the details are correct. Then click "Continue to Payment" button at the top
  10. Select how you want to pay for your order:
    1. "Bank Transfer": Order will be showing as "Pending" until the payment is confirmed by our finance team. You'll be able to send the cards after
    2. "Card Payment: Your order will be placed immediately.
  11. If you paid by "Card Payment", you will see a pop up message saying "Payment Received" and the status of your order will show as "Ready to Send"
  12. Click the button "Send Cards", which is next to "Customise Email"
  13. Select "Send Now" to send the CleverCards instantly to your employees
  14. Your order will show now in "Completed Orders" at the menu on the left side of the screen

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