How to Send Digital Gift Cards in Tremendous for Digital Teams Human Subject Compensation


Overview

Once you have customized your Tremendous Digital Team, you are ready to send digital gift cards. Recipients can be sent digital gift cards via text message or via email.  

Along with this KBA, please also watch the attached video demonstration on how to order digital gift cards in Tremendous. 

NOTE: When you first start sending out gift cards from your Tremendous portal, it is likely that the orders will be placed on hold. Since you will be a new user in Tremendous, this is an extra verification step that Tremendous takes to prevent fraud. Typically, the hold will be removed by the next business day, if not sooner. 

Critical Concepts

Steps to Take

Send a gift card via email 

  1. Login to Tremendous using your SSO Active Directory.
  2. From the sidebar, click Send rewards.
    1. You will want to make sure you have selected the correct Digital Team if you are on multiple.

  3. Select Send via email.


  4. Select your campaign.
  5. Enter your recipient's name, email address, the amount you wish to send them, and the date you would like to send it.
    1. If sending the same day, you can put today's date.
    2. Gift cards will be sent at 9am PST on the date you enter. If you are sending same day and it is passed 9am, enter today's date and it will be sent right away. 
    3. For the recipient's name, if your IRB has certain confidentiality requirements, you can just enter "recipient" as the name and not your human subject's first and last name.

  6. If sending multiple digital gift cards at once, you can download the CSV template.
    1. Select Download CSV Template.
    2. A CSV file will be downloaded.
    3. Open the file and delete the Jane Doe example line on line 2.
    4. Fill in columns A, B, C, and D for each recipient. 
      1. You can enter up to 5000 lines of gift card at one time. 
      2. Be sure to copy and paste the email and confirm with recipient they have access to email.
    5. Save the file and upload.
  7. Once all of your recipient's for this order have been added, review for accuracy.

  8. Select Continue on the top right corner. 
  9. Select your payment method.
    1. Note: You should only have the option to select Invoice.
    2. Verify the total of your order is accurate. 
  10. Select Next: Review Order Details.

  11. You will now be able to review your order details. 
    1. Review the gift cards and recipients in this order and verify that the total is correct.
    2. Enter your own order ID for internal billing or tracking purposes in the External Order ID field.
    3. You can also send yourself a test email to review the email that the recipient will receive. 

  12. Select Place order to send your gift cards. 

Send a gift card via SMS/ Text Message 

  1. From the sidebar, click Send rewards.
  2. Click Send digital rewards.
  3. Click Send via SMS Text.
  4. Follow the same above instructions for email, except enter phone numbers instead. 

  5. Note, you will also need to enter an email address to send via text as this is a requirement by Tremendous. 

 

Tips and Additional Information

 

  1. When entering an order ID at step 12, it must be unique. You can not use the same order ID twice. We highly recommend making this something your team keep track of to assist with reviewing your invoices.
  2. The unique ID will be for your UCSD team’s internal use only. When reaching out to Tremendous about an order, you will need to provide them with the Tremendous order ID.  
  3.  The CSV file requires the same information: Recipient name, phone number or email, amount of the gift card, and date to be sent. The CSV file can only include phone numbers OR emails, you cannot mix. If you have some recipients that provide their email and some that provide their phone numbers, a separate CSV file will need to be submitted in two separate orders.
  4.  If you still have questions or need additional assistance, please submit a ticket to Payment Services using the following service offerings:
    1. About: Banking, Cash & Card Products
    2. Related to: Gift Cards
    3. More Specifically: Gift Cards (Human Subject Compensation) and Payment to PI