Linden Square - Building a Seamless Corporate Gifting Platform

Industry

Corporate Gifting Services

Business Type

B2B E-commerce Platform

Service

Webapp Development

Client Overview

Linden Square is a purpose-built corporate gifting platform designed to help businesses streamline and personalize their gift-sending operations. The platform is developed with the core objective of delivering a scalable, user-friendly solution that simplifies end-to-end gift management — from order creation to fulfillment — while addressing the needs of both administrative users and client-side recipients.

It operates in a dual-mode structure, supporting both guest checkouts for one-time gifting and client onboarding pathways for long-term engagement. This flexibility ensures it caters effectively to varied business needs — whether it’s a one-off gesture or an ongoing corporate relationship program.

It empowers businesses with granular recipient-level customization, robust campaign management tools, and full control over branding, delivery timelines, and personalization at scale.

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Project Summary

Linden Square has a vision of building a scalable, intuitive, and brand-friendly corporate gifting platform. The goal was to help businesses send personalized gifts,both physical and digital, at scale. It also aims to enable administrators to efficiently manage clients, orders, and logistics from a central backend system.

The result was a full-featured MVP that balances elegant front-end user flows with powerful admin controls. It is  designed to streamline and scale corporate gifting operations through an intuitive, dual-system architecture that serves both:

  1. Client Portal – Designed to support both long-term clients and one-time guest users, enabling them to create, customize, and manage their gifting activities with ease.
  2. Admin Portal – Built for internal teams to efficiently oversee and manage all aspects of operations, from order processing to logistics and reporting.
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Project Objective

The primary objective of the Linden Square project was to develop a Minimum Viable Product (MVP) aimed at validating the core corporate gifting workflows while laying a scalable foundation for future enterprise needs.

The MVP was carefully scoped to prioritize the full gifting lifecycle, encompassing:

Key Priorities for the MVP

  • End-to-End Flow Validation: Ensuring the platform could support the entire gifting process from selection to final delivery, establishing operational feasibility and user adoption.
  • Dual-Entry Support: Building robust systems to handle both client-driven orders (via the portal) and guest-driven orders (frictionless, no-login flow) effectively.
  • Multiple Delivery Types: Supporting digital and physical deliveries to align with diverse client preferences and campaign types.
  • Extensibility: Architecting the MVP with future scalability in mind, allowing for enterprise-level expansions, integrations, and more complex campaign management in subsequent phases.
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Challenges

01

Recipient-Level Customization at Scale

Managing personalization across large-scale gifting campaigns proved complex. Each recipient required tailored messaging, product selection, and delivery options, which strained manual workflows and increased the risk of errors.

02

Lack of Fulfillment Visibility

There was no unified system to track order fulfillment status on a per-recipient basis, especially across mixed delivery channels (digital and physical). This made it difficult to ensure timely and accurate delivery, leading to client dissatisfaction and increased support queries.

03

Unbranded Digital Gifting Experience

Digital gift deliveries lacked brand presence, making it hard for clients to maintain a consistent identity throughout the gifting experience. The absence of customizable branding options weakened recipient engagement and reduced perceived value.

04

Disjointed Administrative Controls

Administrative functions for managing inventory, client accounts, and shipping were siloed across different systems. This fragmentation led to inefficiencies in onboarding new clients, fulfilling orders, and overseeing campaign execution.

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No Guest Checkout Option

The platform did not accommodate guest users or one-time gift senders with a fast, streamlined checkout process. This limitation discouraged casual or non-recurring users from completing transactions, reducing overall conversion rates.

Our Solution

1. Creating a Seamless Client Interface for Both Long-Term Clients and One-Time Users

  • For Account-Based Clients: Clients undergo a streamlined onboarding process using their company details and gain access to a secure, personalized dashboard. This dashboard allows them to manage order history, recipient lists, customized branding, and ongoing campaigns with ease. Authentication is secured with CSRF protection, and users can log in via email-based credentials or Google Authentication for added convenience. 
  • For Guest Users: Recognizing the need for frictionless, one-time gifting, the platform enables guests to complete their orders without account creation. The flow captures essential information like email for invoicing and supports simple card payments. This approach ensures a fast, intuitive experience tailored to single-use interactions without compromising on operational control or delivery quality.
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2. Simplifying and Structuring the Gift Order Flow

Linden Square provides clients with a clear, structured 6-step journey to ensure a smooth and intuitive gifting experience. This flow was designed to minimize friction, reduce errors, and support both small and large-scale gifting needs.

The 6-Step Gift Order Flow:

  1. Box Selection
    Clients begin by selecting a curated gift box from the catalog. Smart filters allow easy browsing based on size, theme, or price. Importantly, one gift box is selected per order, ensuring clarity and consistency in both personalization and delivery.
  2. Recipient Upload
    Clients upload recipient lists via a CSV template. The system includes built-in validation tools to catch duplicates, missing data, or formatting issues early in the process.
  3. Personalization
    The platform supports both order-wide personalization (for consistent messaging across all recipients) and individual recipient-level customization (for tailored notes, names, or messaging per box). For both physical and digital gifting, clients can choose from two customization modes, uniform branding or recipient-specific personalization.
    •  Physical gifts include branded notecards, message cards, and preset gift tags.
    •  Digital gifts can be customized with uploaded message graphics and logos, with real-time previews and scheduling.
  4. Delivery Method Selection
    Clients choose between physical shipping or digital delivery, depending on the nature of the gift and recipient preferences.
  5. Payment
    Payment is processed securely via stored company billing profiles for account clients or card payment for guests. Invoice details are automatically generated and sent to the provided email.
  6. Review & Confirm
    Before finalizing, clients review the entire order, including recipients, personalization, delivery method, and payment details to ensure accuracy before submission.
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3. Providing Detailed Order Tracking

Linden Square offers clients a robust, user-friendly order tracking system designed to provide clear visibility into the status of every gift whether sent to one recipient or hundreds. Key Features of the tracking system:

  • Grid/List Toggle Views
    Clients can switch between grid (card) view for a high-level visual overview and list view for more detailed, recipient-by-recipient tracking. This flexibility allows users to monitor progress in the format that best suits their workflow. 
  • Per-Recipient Tracking Modal
    Each recipient’s delivery status is accessible through a dedicated tracking modal, which provides a clear timeline of delivery events, shipment progress, and current status updates. This granular visibility helps clients manage expectations and respond proactively to any delivery issues. 
  • Delivery Timeline and Type Filters
    Filters allow clients to quickly segment orders based on delivery method (physical vs. digital) and status (pending, shipped, delivered, etc.), making it easy to focus on specific segments of a campaign.
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4. Enabling Visibility into Performance

Linden Square’s dashboard provides clients with a centralized, real-time view of their gifting operations, helping them monitor performance, manage branding, and maintain operational clarity at a glance.

Key Dashboard Features:

Real-Time KPIs:
The dashboard highlights essential, real-time key performance indicators (KPIs) to help clients stay informed and make data-driven decisions. These KPIs include:

  • Total Orders Placed
  • Total Gifts Sen
  • Pending Invoices

This high-level visibility ensures clients can track activity and quickly identify any operational bottlenecks.

 

‘My Profile’ for Brand Management
Within the My Profile section, clients can easily manage and update their:

  • Brand Visuals (logos, color schemes)
  • Company Metadata (address, billing details, etc.)
  • Portal Theme Previews to ensure that their gifting experience reflects their corporate identity consistently across all client-facing touchpoints.
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5. Simplifying Billing and Invoicing for Diverse User Needs

Linden Square allows streamlined and flexible billing workflows that accommodate the needs of both long-term account clients and one-time guest users. The platform ensures transparency, accuracy, and ease in managing financial transactions at every stage.

Key Billing & Invoicing Features:

Account Clients (Registered Users): Clients with registered accounts benefit from centralized billing management, including:

  • Stored Billing Profiles for faster checkout and consistency across orders.
  • Consolidated Invoicing for large campaigns or multiple orders, reducing administrative effort.
  • Access to Invoice History via the dashboard for easy reconciliation and reporting.
  • Guest Users (One-Time Orders):
    For one-time users, the platform offers a simple, frictionless payment flow:
    • Card Payment at Checkout with secure processing.
    • Instant Invoice Generation delivered via email upon successful payment.
  • Real-Time Status Visibility:
    Clients can easily monitor invoice status (paid, pending, overdue) within their dashboards, helping finance teams stay ahead of collections and accounting processes.
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Admin Interface

Linden Square’s Admin Interface is designed to give internal teams full control over core platform operations, covering everything from client management, inventory, and shipping to billing and team oversight. Secure authentication protocols with session management, field-level validation, and role-based access ensure that sensitive data and workflows remain protected. 

 

Admins efficiently manage users, clients, and orders through intuitive dashboards, with tools to handle recipient lists, order histories, branding preferences, and inactive accounts. The platform also provides robust inventory management, allowing admins to create, configure, and update gift boxes, SKUs, pricing, and product details in real time with built-in safeguards to prevent duplication

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Benefits Delivered

Guest Checkout & Smooth Adoption

Linden Square enabled frictionless gifting through guest checkout, eliminating barriers for new users. This allowed recipients to complete the full gifting workflow — from selection to delivery without the need for account creation, while still offering access to full customization and streamlined payment processes.

Campaign-Scale Recipient Management

The platform simplified large-scale gifting campaigns by offering intelligent recipient management tools. Features such as CSV-based bulk imports, recipient tagging, filtering, reuse options, and duplication detection significantly reduced manual effort and ensured accurate, efficient management of recipient lists for enterprise campaigns.

Customization Precision

Linden Square delivered granular control over personalization, empowering clients with flexible options to apply bulk messaging and branding across an entire order or tailor content for individual recipients. This dual-mode approach allowed for highly personalized recipient experiences, aligning with diverse business needs.

Visual Brand Integration

They reinforced client brand identity through deep visual integration, enabling companies to white-label their digital gifting experiences. Features included custom portal theming, logo uploads, branded message graphics, and physical branding assets like note cards and packaging , ensuring every touchpoint reflected the client’s brand.

Real-Time Admin Oversight

Linden Square equipped internal admin teams with real-time operational visibility via dynamic dashboards. Teams could monitor order statuses, fulfillment progress, delivery timelines, and invoice activity in real time, allowing for proactive management and faster issue resolution.

End-to-End Gifting Workflow in One Platform

The platform consolidated the entire corporate gifting lifecycle into a seamless, unified solution — covering everything from curated gift selection, recipient management, customization, delivery (physical/digital), through to invoicing and reporting. This end-to-end flow streamlined operations, reduced the need for third-party tools, and enhanced operational efficiency for both clients and admins.

Flexible Billing & Payment Control

Linden Square delivered flexible billing and payment options tailored to both long-term clients and one-time users. Clients benefit from stored billing profiles, consolidated invoicing, and customizable payment terms for ease of financial management.

Guests enjoy a simple card payment flow with automatic invoice generation. This flexibility ensured seamless financial operations, reduced friction at checkout, and accommodated a wide range of business payment preferences.

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Key Takeaway

LogicSquare Technologies has successfully delivered MVP of Linden Square. We built a fully functional, user-centric, and scalable corporate gifting platform. By focusing on key modules that optimize both the client and admin experiences, the platform is now equipped to serve large-scale gifting needs with ease, efficiency, and brand alignment. The project has not only simplified gifting operations but has also set a solid foundation for future enhancements and enterprise-grade scalability.

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