Need a reusable link or QR code for easy and flexible gifting? With Sendoso's new Party Link sending feature, you can share one link, or QR code, with anyone to give them a gift through Sendoso.
Party Link sending is ideal for massive email campaigns, sending to people whom you may not have an email address for, and for easy QR scanning at events!
Sending via Party Link
Generating a Party Link is super easy! Navigate to your Send page and pick the gift you'd like to send. From there, you'll see a new option for Party Link.
All you have to do next is add a message (or use SmartMessage!) and click Create Party Link. You'll then be able to either copy the gift link or download the QR code.
You can also edit the name of this specific Party Link. The link name will default to the name of the campaign, but if you'd like to get a bit more granular with internal naming conventions, consider adding the name of your team, or the date it expires to the name field here. Your recipients will not see this name, this field is purely for your records.
Adding an Expiration Date
If you'd like to ensure the Party Link only stays open and active for a set period of time, be sure to add an expiration date.
Simply choose the date the Party Link expires in the calendar pop-up, and you can rest assured that no one will redeem this gift outside of the redemption window.
Adding Pre-Approval Criteria
When adding pre-approval criteria, you have the option to add a list of comma-separated email addresses, add a pre-approved number of recipients, or leverage one of your connected integrations.
If you add a list of email addresses, everyone who submits the form with the matching email address will automatically get the gift.
If you specify a maximum quota, every form submission up to that number will be automatically approved.
If you elect to use one of your integrations, anyone who meets your specified criteria will be automatically approved.
If you select "Integration", you'll get to choose which integration and which piece of information will trigger the approval.
For more information on this, check out this article.
Approving Party Link Sends
When recipients redeem their gifts through the Party Link landing page, their send will have to be approved before it goes through unless you've added pre-approval criteria. You can easily approve or cancel Party Link gifts through the Send Tracker.
Simply click on Pending Approval at the top, select the sends you'd like to take action on, and click Approve or Cancel in the drop-down menu at the top.
The Recipient Experience
When a recipient clicks the link or scans the QR code, they'll see a landing page with the message you included, along with a form to fill out to receive their gift. This could include prompting them to provide their address if the gift is a physical gift.
Once they submit the form, they'll get a confirmation page that will let them know their request will be reviewed, and a follow-up email will be sent shortly.
When their request is approved, they will receive an email with their eGift voucher if applicable. If the gift is physical, the fulfillment process will begin.
Phone numbers should be submitted in this format: +countrycode#######. For example, a UK number would be entered as +442079460000 and a USA number would be entered as +15551234567.
FAQs
Who can send Party Links?
Manager users have access to Party Links. Users with roles less than manager cannot generate their own Party Links.
How do I deactivate my Party Link?
Party Links are managed in the campaign details page. You can access the campaign details by going to the Campaigns page and selecting the 3 dots on the right of the page, and clicking "View Campaign Details."
What's the flow for the recipient?
The recipient will click on the Party Link to be taken to a landing page to enter their name/email/company, and address, if applicable. Once you approve them, they will receive their eGift voucher via email, or the physical gift will begin the process of being fulfilled and shipped.
Do I always have to approve every redemption in the Send Tracker?
Yes, at the time, each Party Link gift redemption will have to be manually approved, unless the recipient has been pre-approved.
How will I know if I have Party Link Sends to approve?
We'll send an email once an hour letting you know that you have new Sends to approve.
The approval email is sent to the user who generates the Party Link.
How long will a Party Link send stay in the approval queue before it expires?
Sends do not expire while in the approval queue. They will stay in that queue until action is taken on that Send.
How can I customize the Party Link landing page?
At the time of campaign creation, your admin or manager can allow the sender to pick the theme of the landing page. Click here to learn more about the campaign creation process.
When admins or managers create a landing page theme, Party Link recipients will see the "Recipient Selection Experience" in the editor.
You can learn more about landing page customization here.
How are Party Link sends funded?
Through the Funding Source selected when the Touch was set up. Funds are only taken out when a Party Link send is approved in the Send Tracker.
If the campaign is set up to pull from Sender Balance, the user who generated the link is considered the Sender, and the funds will be deducted from their balance.
Can I use a pre-approved number of recipients and pre-approved emails at the same time?
You can either use a pre-approved quota or pre-approved emails, but not both.
Are there limits for Pre-Approval Criteria?
The Max Quota limit is 1,500, and the list of pre-approved emails is capped at 10,000.
If someone who doesn't meet my pre-approval email list submits the form, what happens?
They will follow the standard flow and go into pending approval status in the Send Tracker.
If I hit the max quota but more recipients fill out the form, what happens?
They will go into the pending approval status in the Send Tracker.