How do I generate an eGift link?

  • Updated

An alternative to sending eGifts via email through the Sendoso system is to generate eGift links that can be copied/pasted and used within your own emails to your recipients. You can either use Sendoso to generate these links, or use Salesforce

We recommend that you confirm your recipient's email address before generating eGift links. Since these generated links are not sent through the Sendoso system, we do not have the ability to track whether your recipient receives the email that you send. 

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Please know that you will only see the option to generate eGift links if the eGift Campaign was set up to allow the sender to choose the delivery method. 

Generating eGift links from within the Sendoso app

Once you choose Shareable Link on the Send page, you'll have the option to generate one link for a single recipient or generate multiple links for multiple recipients. 

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If you only need one, select "Single Email" and enter the recipient's email that you want to associate with the eGift link. The recipient email will also be used to track information back to your CRM.

If you choose to generate multiple links, you'll need to upload a CSV. When you upload the CSV, we will only need the recipient's email or phone number. 

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After you upload the CSV, you'll receive an email with a file that contains the generated links. For more on CSV uploads, check out this article.

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Important notes on generated links:

  • Since these generated links are not sent to recipients through the Sendoso system, we only register eGift activity after the link is clicked. If your email to the recipient bounces, we will have no record of that and therefore will be unable to credit that eGift amount back to your account. 
  • The eGift link should only be sent to someone who has access to the recipient email entered. This is the only way that they will be able to receive the eGift voucher once they selected their desired eGift.
  • Entering a recipient email here will NOT email the recipient, you will still need to send them this link in your own outreach.

Generating the link from Salesforce

You can generate links for any contact or lead within Salesforce. Simply click on the Sendoso button in Salesforce and select the eGift to send:

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Then click on "Generate eGift links to download" in the drop-down:

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It will then display the eGift link for you to copy/paste and send:

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It will also automatically add an Activity and add to a pre-specified Salesforce Campaign:

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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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