How do I create an eGift Template?

  • Updated

You can send eGift offers immediately without templates, but templates help you add a bit of branding with the ability to add your own banner image. In addition, this will help your senders remember the right message to send in any situation.

First, navigate to the Templates page by clicking the menu icon on the top-right of your account:


Then click the Templates link under that menu.


Next, you'll select the Campaign you want to associate with this template. 


When creating an eGift template you can:

  1.  Upload a graphic header image to customize the branding. (Image must be 620px by 86px)
  2. Type out a message to the recipient
  3. Use Salesforce fields to populate first and last names, company names, etc
  4.  Make it private or available to your Sendoso team/colleagues.
  5.  See a Live Preview. 

After you hit the save button, you are ready to start using it in your email outreach!

For additional training on the platform, we recommend checking out Sendoso University courses. These courses are designed to help you be as successful as possible using Sendoso.

For troubleshooting or answers to frequently asked questions, check out our Help Center. And, of course, should you run into any issues or if you have any questions, feel free to contact our Support Team!

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