# Bulk Send

The **Bulk Send** feature lets you quickly send personalized gift cards to multiple recipients at once. You can customize the gift card value, expiration, and message, and decide how each card is assigned to a customer record. If a recipient doesn't have a customer record in your store, you can choose to skip them or create one on the fly. Ideal for promotions, rewards, and seasonal campaigns.

### 💡 **Common Use Cases**

* **Employee Benefits and Recognition**: Boost morale with gift cards as one-time rewards or part of a monthly allowance.
* **Celebratory Occasions**: Offer birthday gift cards to employees or customers for a personalized touch.
* **Seasonal and Holiday Celebrations**: Run gift card campaigns during holidays to reward employees and engage customers.
* **Customer Loyalty and Retention**: Use gift cards to retain loyal customers or win back inactive ones.
* **Apology and Compensation**: Provide gift cards as compensation for service disruptions to maintain customer trust.
* **Product Launches and Store Openings**: Distribute gift cards to create buzz and attract customers to new products or stores.
* **Event Participation Encouragement**: Offer gift cards to boost participation and engagement at events.

### **📝 Form Fields Explained**

<figure><img src="/files/DKcSQeJt8wCkbe2FfKl6" alt=""><figcaption></figcaption></figure>

* **Value**: Initial balance of each gift card, in the store's main currency. Conversion happens automatically at checkout if the card is used in a different market.
* **Code Length**: Number of characters in each code (between **8 and 16**). Codes are random letters and numbers.
* **Gift card expiry**: Choose one of three options:
  * **Gift cards never expire** — codes have no expiration.
  * **Gift cards expire relative to creation date** — set a duration in days, weeks, months, or years from the moment each card is created.
  * **Gift cards expire on a specific date** — pick an exact calendar date.
* **Recipients**: Choose how to provide who receives the gift cards (see [Recipient Input Methods](#recipient-input-methods) below).
* **Message**: Custom message included in the gift card email. Maximum 200 characters.
* **Internal Note**: Private note attached to each gift card. Visible only to store staff, not customers. Maximum 255 characters.

### **👥 Recipient Input Methods**

There are four ways to specify recipients. Switch between them using the tabs above the recipients field.

<figure><img src="/files/DP1S1l3TGFSROYuKfMqy" alt=""><figcaption></figcaption></figure>

* **Manual list of emails**: Paste or type a list of email addresses, separated by commas or new lines.
* **Select customers**: Pick individual customers from your Shopify store using the customer picker modal.
* **Select customer segment**: Pick an existing Shopify customer segment. All members of the segment become recipients.
* **Customers query**: Enter a Shopify customer search query (for example `tag:vip` or `orders_count:>5`). The recipient list is resolved at execution time, so any customer matching the query when the operation runs will receive a card.

> See the [Recipients Selector](/misc/recipients-selector.md) page for a deep dive on each method, including limits and recommended use cases. For query syntax, see the [Customers Query Selector](/misc/customers-query-selector.md).

### **🪪 Customer Handling**

Two settings control how each gift card is associated with a customer record.

**If a customer doesn't exist in your store** — choose one:

* **Skip creating gift card**: Recipients without a matching customer record are skipped entirely.
* **Create customer and create gift card**: A new customer record is created on the fly, then the gift card is issued to them.

**Assign recipients to gift card** — choose where the recipient is attached on the gift card record:

* **Recipient field**: The customer is set as the recipient of the gift card (they receive a notification with the message).
* **Customer field**: The customer is set as the owner of the gift card. *Note: assigning to the customer field ignores the message.*
* **Customer and Recipient field**: The customer is set as both.

### ✉️ **Sending Method**

You can choose how recipient emails are sent: **Shopify Email**, **App Email**, **Shopify Flow**, or **Klaviyo**.\
Read more about each option in [Sending Customer Notifications](/misc/sending-customer-notifications.md).

When **App Email** is selected, you also choose an email template (built from the **Bulk send** or **Custom** template types) and can preview it before sending.

### **📤 Internal Delivery Options**

These options control how *you* (the merchant) receive a record of the operation — they are independent of how recipients are notified.

* **Allow gift cards data download**: Creates a download link in the **Bulk Operations** section. The link expires after **3 days** and is accessible to anyone with access to the app.
* **Send internal email with all generated gift cards codes**: Sends the full list of codes to an email address you specify. You can enter multiple addresses separated by a comma.

You can enable either option, both, or neither.

### **▶️ Running the Operation**

Two buttons are available at the bottom of the form:

* **Send now**: Runs the operation immediately.
* **Schedule**: Runs the operation at a future date and time. You select a timezone, start date, and start time.

**The recipient doesn't exist as a customer — what happens?**\
It depends on your **If a customer doesn't exist in your store** choice. With **Skip**, that recipient is left out. With **Create**, a new customer is created and the gift card is issued to them.

**Why is my message ignored?**\
You've selected **Customer field** under "Assign recipients to gift card". This setting attaches the gift card to the customer record only and does not trigger a recipient email — switch to **Recipient field** or **Customer and Recipient field** to include the message.


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