Large gifting campaigns usually fail at the hand-offs: one spreadsheet has a different header, a product code is ambiguous, or a retry creates a second result. The safest workflow makes each decision visible before the first Shopify write.
1. Start with a stable source
Give every recipient a stable id, keep one intended recipient per row, and include the SKU or barcode and quantity. Keep the source file in the campaign's controlled workspace.
2. Treat mapping as a review
Automatic column detection is a useful starting point, not an approval. Confirm the mapping and check that the country, postal code, address and product fields land where the preflight expects them.
3. Resolve exceptions before creation
Run preflight and work from the blocked and review rows. Confirm a probable SKU or apply an address suggestion only when the merchant has checked it. Skip a recipient explicitly when the campaign should not include that person.
4. Choose the right Shopify write
Use draft orders when the team needs a second review or later payment. Use orders only when the commercial treatment is already decided outside the app and the financial state is explicit.
5. Reconcile after the run
Download the row-level report and compare it with the source. Keep the batch id, Shopify order references and exceptions together so a retry or customer-service question has a clear answer.
Read the Bulk Gift Orders documentation for the complete workflow.