The Edit Send Flow

The edit feature allows you to edit your sends even when they have a Pending Status or are Scheduled.

Use Case: Sometimes, after processing a trigger or bulk send, you realise that your user wallet doesn't have enough funds. With this feature, you can now edit the send and change the wallet so that the sender can be successfully delivered to the recipient.

With this feature, you'll also be able to:

1. Change the Gift 
2. Change the Wallet

3. Change the recipient details (except for the country)

    

How do I edit my sends?

It's simple, just follow these steps:

1. Go to the Sends tab on the platform.
2. Look for the sends with the status "Pending" or "Scheduled." These are the sends that can still be edited before they are delivered to the recipient.

3. Click on "Review" and go to the Engage page. Once on the Engage page, click on "Edit."

Editing the Recipient Details

Note: Country cannot be changed as it would impact the selected campaign and the country where it can be shipped.

Editing the Marketplace Product

Choose another product from the marketplace and customise the Gift

Editing Gift Cards

• This is applicable when scheduling and sending via email.
• The send method is hidden and can only be edited during scheduling.
• The input value of the gift card is currently locked and cannot be changed.

Editing the email message for a Gift Card

Editing the Payment Method:

All wallets available to you will be displayed, allowing you to select and change the payment method.

Editing the Send Method

For Marketplace campaigns and Bundle campaigns:

• Physical gifts: The selected send method will be displayed.
• Marketplace variables or bundle note/packaging instructions can be edited if allowed in the campaign settings.

Frequently Asked Questions

Is there a time limit for editing a send that is in a "Pending" status?

No. The 30-minute window for cancellations only applies to processed bundle orders. Sends that are currently in a "Pending" or "Scheduled" status can be edited at any time before they are approved and processed.