Leveraging the power of AI in gifting has never been easier with Sendoso's SmartSend feature. This new campaign-less, intelligent sending engine will assist you in finding the perfect gift for your recipient using AI.
With SmartSend, you can:
- Send your recipient a gift without having to set up a campaign first
- Get a list of gifts based on your recipient's specific interests from our Marketplace and from Amazon. Simply provide SmartSend your recipient's email address and SmartSend will search the internet or your Gong conversation transcripts for gift suggestions
- Generate a notecard message using SmartMessage with one click
- Track your gift through the Send Tracker like any other campaign
Enabling SmartSend
Go to the new Settings Page and check the box under the SmartSend section to enable the feature. You'll also be prompted to set a spending limit for SmartSends. Scroll down to click Save and refresh your page to see a new SmartSend link under the Send tab at the top!
You can also set certain limits on what your senders can send and how much they can spend on a SmartSend.
Syncing Gong Conversations
If you'd like for SmartSend to scan your Gong transcripts to look for relevant gift recommendations, you can sync Gong to Sendoso in just a couple of steps!
To add the Gong integration to your Sendoso instance, you must be a Gong admin.
First, click on the Integrations link under the menu icon in the top-right corner. Scroll down to find Gong and click Learn More.
Click Sync Gong to log into your Gong instance. Here are the permissions you'll be granting Sendoso:
Once you log in, you will see the connection status turn green and say "Synced".
Now SmartSend will scan your Gong call transcripts to identify the best gift possible for your recipient!
How to Send
To send via SmartSend, navigate to the SmartSend page and use the search bar to find the perfect gift.
If you're unsure what your recipient will like, try searching for a gift using their email address. SmartSend will search the internet or your Gong calls (if integrated) for any clues of what they might like to receive!
If you search with their email address, you won't have to enter their contact information when you send the gift you selected. Their contact details will automatically populate, and so will a clever notecard message thanks to SmartMessage!
If you'd like to add some specific context about your recipient, feel free to click +Add details about the recipient under the search bar.
Good to know: Be sure to examine the gift details before sending the gift. You will want to make sure that the gift you want to send can be delivered to their state or country. This is especially important if you're sending alcohol of any kind!
Tracking SmartSends
Once you send via SmartSend, you'll be able to track the gift in the Send Tracker just like any other Send.
Sendoso will automatically create a campaign (Smart_Send_Campaign) the first time you send via SmartSend for easy tracking. You can edit the campaign in case you want to add Salesforce tracking.
FAQs
How are these sends funded?
At this time, SmartSends will be funded from the individual sender's balance.
Can I set up a maximum item cost for each team in my account?
Not yet! This setting is global at this time so whatever you choose in your Account Settings will apply to every team in your account.
Do I need a campaign created for each item SmartSend can send?
No! This is the beauty of SmartSend - no need to set up campaigns to enable your senders to start sending.
Please note that once a SmartSend has been submitted, we will retroactively create a campaign in Sendoso for that Send so that you can easily track its progress. The campaign will be named Smart_Send_Campaign.
We recommend you go into the SmartSend campaign and add Salesforce tracking!
Will the recipient receive any emails or delivery notifications?
Only if Address Confirmation is enabled at the account-level and you do not know their address. If you do know their address, they should not receive any notifications from Sendoso.
I already have Gong Engage synced with Sendoso, do I need to resync for Gong to work with SmartSend?
No! If your Gong instance is already connected with Sendoso, you do not need to resync it to work with SmartSend!
How does Sendoso connect with Gong?
Sendoso connects with Gong through OAuth sign in. All you have to do is sign into your Gong account through the Sendoso integrations page.
Does Sendoso store the information from our Gong calls to get this information?
No! SmartSend scans your Gong call transcripts using the email address you provide and pulls in information from that transcript to choose the best gifts. SmartSend will summarize the information from the calls to provide the reason for the gifts that it surfaces, but it will not store that information. It will search for it every time.
Do we need to use our own LLM for SmartSend to work?
Nope! We use our own LLM to pull the information needed from Gong for SmartSend.
Do I need to be a Gong Admin in order to sync Gong to Sendoso?
Yes, we definitely recommend Gong Admins complete the syncing steps in Sendoso.
Does Sendoso store Gong conversation data?
No! Sendoso does not store Gong conversation data. Every time a SmartSend search is conducted, SmartSend will scan call transcripts for information, but it will not store that information.
Can I set up Salesforce tracking for these sends?
Yes, but only after you submit the first SmartSend! Once you send a gift, a campaign in Sendoso will be created retroactively and you'll be able to go in and edit the campaign to add Salesforce for tracking.
Can I opt out of Address Confirmation if I know the recipient's address?
Yes! Simply select the I have the recipient's address toggle and provide those details in the form. This will prevent Address Confirmation emails from being sent to your recipient. Alternately, use SmartDelivery and disable the Address Confirmation fallback feature. Read more about that here.
Can I use SmartSend to send gifts in bulk?
Not yet! If you'd like to send gifts to multiple recipients at once, please follow the traditional sending process and upload a CSV from the Send Page.
Be on the lookout for updates and improvements to SmartSend. This is just the beginning!
Will these updated features be available in the Chrome Extension?
Not at this time! We have big plans coming for CRM Sending, so stay tuned!
Can I use SmartSend if I'm on the Starter plan?
SmartSend will be available on Core, Advanced, and Enterprise plans. For more information about plans, please review this page!