iQpay Platform — User Guide
This guide covers every feature and workflow in the iQpay platform, a card-based rewards and benefits management system used to send, track, and manage prepaid cards for program recipients.
On this page
1.Dashboard (Home)
The Dashboard is the landing page after login. It provides a high-level overview of card activity and spending across your programs.
Filters
At the top of the dashboard you can narrow the data displayed using three controls:
- Select Program — Choose a specific program or view all programs at once.
- Select Date Range — Pick a start and end date to scope the data.
- Select Granularity — Choose Daily, Weekly, or Monthly granularity for the charts.
After setting your filters, click the Apply button to refresh the dashboard.
Charts
The dashboard displays three visualizations:
- Total Cards — A line chart showing the number of cards sent over the selected date range.
- Total Recipients — A line chart showing how many unique recipients received cards over time.
- Total Spend Distribution — A bar chart breaking down total dollar amounts into three categories: Sent, Activated, and Spent.
Previous Orders Table
Below the charts is a quick-reference table of recent orders:
| Column | Description |
|---|---|
| Actions | Eye icon to view order details |
| Status | Completed, Failed, or other statuses |
| Order Id | Unique identifier for the order |
| Ordered By | The user who placed the order |
| Number of Cards | Count of cards in the order (clickable link) |
| Amount | Total dollar value of the order |
| Order Date | Date the order was placed |
| PO Number | Optional purchase order number |
Quick Action
The Order New Cards button in the top-right corner takes you directly to the Send Cards workflow.
2.Send Cards
The Send Cards workflow is a guided, four-step wizard for ordering new cards and sending them to recipients. You can access it from the sidebar or by clicking Order New Cards on the Dashboard.
Select Program
Choose which program the cards will be associated with. The list shows each program name along with the number of available offers. You can search programs using the search bar at the top.
Select Offers
Browse the available offers (product cards) within the selected program. Each offer displays a product image, name, description, dollar value, and a + button to add it to your order.
Filters available:
- Search products by name
- Filter by Category
- Filter by Expiration Days
- Filter by Frequency
Select Recipients
Choose which recipients will receive the selected offers. The recipient list shows Name, Email Address, Mobile Phone, External Id, and Groups.
Filters available:
- Mobile Phone
- Recipient Name
- External Id
- Groups (dropdown)
Order Summary
Review your order before placing it. The summary shows Recipients, Offers, Order Summary (Value, Fees, Total), Scheduling options, and Available Balance.
3.Participants
3.1Recipients
The Recipients page is the central registry of all individuals who can receive cards.
Navigation: Participants → Recipients
Recipient List
| Column | Description |
|---|---|
| Actions | Icons for Edit, Delete, Link/Unlink, and Pause/Resume |
| ID | Unique recipient identifier |
| First Name | Recipient’s first name |
| Last Name | Recipient’s last name |
| External Id | Optional external system identifier |
| Enrollment End Date | Date when enrollment expires |
| Email Address | Recipient’s email |
| Mobile | Phone number |
| Groups | Assigned recipient group(s) |
| Status | Active or Inactive |
Top Actions
- Export Data
- Update Recipients
- Upload Recipients
- + New Recipients
Adding a New Recipient
Click + New Recipients to open the Add Recipient form:
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Recipient’s first name |
| Last Name | Yes | Recipient’s last name |
| No | Email address for notifications | |
| Phone Country Code | No | Defaults to 1 (US) |
| Mobile No. | No | Mobile phone number |
| External ID | No | ID from an external system |
| Groups | No | Assign to one or more groups |
| Enrollment End Date | Yes | When enrollment ends |
3.2Groups
Groups let you organize recipients into logical categories (e.g., by ACO, health plan, location, or department).
Navigation: Participants → Groups
| Column | Description |
|---|---|
| Actions | Edit (pencil icon) |
| Group Id | Unique group identifier |
| Group Name | Name of the group |
| Description | Optional description |
| Created On | Date and time created |
| Recipients Count | Number of recipients in the group |
| Count of Cards Assigned | Cards associated with this group |
4.Schedule Orders
The Schedule Orders page lets you view and manage orders that have been scheduled for future processing (created via the “Schedule for Later” option in Send Cards).
Navigation: Schedule Orders
| Column | Description |
|---|---|
| Actions | View/manage the scheduled order |
| Order Id | Unique order identifier |
| Ordered By | User who created the order |
| Order Date | Date the order was created |
| Processing Date | When the order is scheduled to be processed |
| PO Number | Optional purchase order number |
| Number of Cards | Count of cards in the order |
| Amount | Total dollar value |
| Status | Current status (Scheduled, Processed, etc.) |
5.Program Setup
Programs define the configuration for how cards are sent, what offers are available, and how recipients are notified.
Navigation: Program Setup → Programs
Editing a Program
Click the edit icon on any program to open the Edit Program page with two tabs:
Tab 1: Email/SMS Details
Configure notifications sent to recipients when they receive a card:
- SMS Text with template variables
- Email Subject line
- Email Body (rich text editor)
- Preview Email button
Tab 2: Alerts/Notifications
Configure reminder messages before card expiration:
- Up to 3 reminder message sets
- Configurable days before expiration
- SMS and Email message editors
- Use Default Message option
6.Card Management
6.1Cards
The Cards page is the master list of all individual cards that have been sent to recipients.
Navigation: Card Management → Cards
| Column | Description |
|---|---|
| Card Status | Sent, Activated, Redeemed, Expired, Cancelled |
| Recipient Full Name | Name of the card recipient |
| Offer | The offer/product associated with the card |
| Value (USD) | Original card value |
| Balance | Remaining balance on the card |
| Program | Program the card belongs to |
| Send Date | Date the card was sent |
| Expiration Date | When the card expires |
Card Actions
- Link — View or copy activation link
- Resend — Resend card notification
- Cancel — Cancel the card
6.2Redemptions
The Redemptions page tracks all transactions where recipients have used their cards to make purchases.
Navigation: Card Management → Redemptions
| Column | Description |
|---|---|
| Transaction Id | Unique transaction identifier |
| Recipient Full Name | Name of the person who made the purchase |
| External ID | External system identifier |
| Location | Store/merchant where the transaction occurred |
| Transaction Type | Type of transaction (e.g., Purchase) |
| Transaction Amount | Dollar amount of the transaction |
| Transaction Date & Time | When the transaction took place |
| Group Name | The group the recipient belongs to |
7.Previous Orders
The Previous Orders page provides a complete history of all orders that have been placed (both completed and failed).
Navigation: Previous Orders
| Column | Description |
|---|---|
| Actions | Eye icon to view order details |
| Status | Order status (Completed, Failed, etc.) |
| Order Id | Unique order identifier |
| Ordered By | User who placed the order |
| Number of Cards | Count of cards in the order (clickable link) |
| Amount | Total dollar value |
| Order Date | Date the order was placed |
Filters available
- Date Range
- Order Status
- Order ID
- Is Test Order (Yes/No)
8.Billing
8.1Invoices
The Invoices page displays billing invoices generated for your programs.
Navigation: Billing → Invoices
| Column | Description |
|---|---|
| Actions | View invoice details |
| Pay | Action to pay an invoice |
| Id | Unique invoice identifier |
| Program Name | Program associated with the invoice |
| Invoice Type | Type of invoice |
| PO Number | Purchase order number |
| Invoice Creation Date | When the invoice was generated |
| Invoice Due Date | Payment deadline |
| Invoice Amount | Total invoice amount |
| Balance Due | Remaining balance to be paid |
| Activity Period | Billing period covered |
8.2Payment Management
The Payment Management page provides a link to the external payment portal.
Navigation: Billing → Payment Management
Click the Payment Portal button to open the Stripe payment portal in a new window, where you can view and pay invoices.
9.Admin
9.1User Management
The User Management page allows administrators to manage who has access to the iQpay platform.
Navigation: Admin → User Management
| Column | Description |
|---|---|
| Actions | Edit (pencil) and Delete (trash) icons |
| Name | User’s display name |
| User Email | User’s email address |
| User Type | Role/permission level (e.g., Organization Admin) |
| Created On | Date the user account was created |
Top Actions
- + New Users
Tips and Common Workflows
Sending Cards to a Single Recipient
- Click Send Cards in the sidebar (or Order New Cards on the Dashboard).
- Select your program.
- Browse and add one or more offers.
- Select the recipient.
- Review the order summary and click Place Order.
Bulk-Importing Recipients
- Go to Participants → Recipients.
- Click Upload Recipients in the top-right.
- Follow the upload wizard to import recipients from a CSV or Excel file.
Tracking Card Usage
- Go to Card Management → Redemptions to see all purchase transactions.
- Use filters to narrow by recipient, program, or card ID.
- Click Export Data to download transaction reports.
Scheduling a Future Order
- Start the Send Cards workflow as normal.
- On the Order Summary page (Step 4), select Schedule for Later instead of Now.
- Choose the desired processing date.
- Click Place Order — the order will appear under Schedule Orders until processed.
Exporting Data
- Most list pages include an Export Data button in the top-right corner.
- This allows you to download the current view (with applied filters) as a file for reporting or analysis.
Need more help?
Our support team is here to assist you with any questions about the iQpay platform.