MagicLinks are a quick, easy way to send gifts to contacts and leads that might not be in your CRM or Postal account. Whether you want an option for a quick, easy redemption or you're creating a QR code to take to a conference, MagicLink approvals ensure that your link (and budget) don't fall into the wrong hands.
Let's walk through it!
- Setting Up Approvals
- Managing Approvals
- Recipient Experience
*Only the creator of the MagicLink can approve or deny their orders. Admins can see all pending approvals and take action.
Setting Up Your Approval Settings
Admins are able to adjust approval timeline settings from Account Settings.
Your setting options for MagicLink approvals are:
- Auto-approve after 2 days
- Auto-approve after 5 days
- Auto-approve after 10 days
- Never
Each time a User creates a MagicLink, they have the option to toggle “Require Approval” on or off for that specific MagicLink.
Managing Your MagicLink Approvals
When a User goes to the MagicLink tab they will see all their MagicLinks with a new column that tells them if Requires Approval is toggled on or off.
Approvals can be toggled on or off after creation, so you’re not stuck with whatever you choose at the time of creation. Don’t worry!
All orders requiring approval can be seen in the notification box at the top of the screen and bulk-approved from there. (Actions > Magiclinks)
Click on review now and select all the orders you’d like to deny or approve. You can do them in bulk or select each order individually.
The Recipient Experience
Here is what your recipients will see based on different statuses of MagicLink approval:
When the order has not yet been approved/denied - Order Pending Approval
When the order has been approved - “Your Order is on the way!” along with order details and tracking
When the order has been denied - Order Invalid
Happy Sending!