Here is a list of terms you will encounter on your Sendoso journey.
Account Balance: The page within your Sendoso account where Funding Sources can be managed and where you can allocate funds to teams or users. Here is a summary.
Activity Feed: A page within the Account Balance section of your account where you can see every transaction on your account. Click here to learn more.
Address Confirmation: A feature that, when enabled, asks the recipient to submit or confirm their physical address before a Send is processed. Click here to learn more.
Automations: Integrated or triggered sending using any of Sendoso's integrations.
Campaign: The configuration of a Send. Admin/Managers set up Campaigns to make Sends available to their Sender users. Click here to learn how to create one.
Campaign Studio: A dedicated team that helps create and coordinate sending campaigns that align with your organization’s strategy. Click here to learn more.
Customization Center: A page within your account where you can create gift email and landing page themes that are in accordance with your organization’s branding. Click here to learn more.
Custom Brand Shop (Self-service Swag Sourcing): Customize and order branded merchandise in the Custom Brand Shop. Upon design approval, your merchandise will be sent directly to the Sendoso warehouse. Learn more here.
Funding Source: A configured “bank” of funds that will be used to process Sends. These can either be funded by invoice or by credit card. Click here to read more.
Oso: Our AI agent for analytics and sending! Click here to learn more.
Playbooks: Specific Send ideas based on use cases that we’ve seen in the Sendoso community. Playbooks are useful templates for Admin/Managers to use to create Campaigns. Click here to learn more.
Print on Demand (POD): A custom-designed document printed on-demand at our Phoenix SFC to be included in Sends. Click here for more information.
Send Issues: A feature that allows you to action Sends that could not be sent because of a suspicious recipient email address or because there were insufficient funds for the Send to go through. Click here to learn more.
Sendoso Marketplace: Our Marketplace of independent vendors where you can send curated gifts on demand.
Sendoso Help Center/Zendesk: Our knowledge base is where you can learn more about how to use Sendoso and troubleshoot issues.
Sendoso University: Our learning management system with courses on how to use Sendoso features.
The Sendoso Way: How we package your Sends to provide a great unboxing experience. Learn more here.
SFC: Sending Fulfillment Center. This is where Inventoried and Amazon Sends are processed. You can store your items here and our teams will receive and ship those items when Sends are submitted. Click here for more information.
Ship Notice: A document that needs to be attached to any shipment that is being sent to any of our SFCs. Click here to learn more.
Swag Storefront (Swag Shop): Works with the Shopify integration. Enables Sendoso to fulfill orders from your Shopify storefront. Learn more here.
Triggered Sending Approval: A feature that allows for Admin/Manager users to approve triggered Sends before they are processed. Triggered Sends are sent to a queue for the Manager to review and approve the Sends. Read more here.