Creating a Sendoso Choice (eGift) Campaign

  • Updated

Looking to send an eGift to a client or potential customer? Sendoso Choice allows you to select from a variety of eGifts to send to your recipients. You can set up a single eGift offer or select up to 30 options for each Campaign and your recipient will choose which options appeal to them the most.

Campaigns used to be called "Touches". Read about the change here

For this type of Campaign, you’ll want to click the Sendoso Choice button at the top after you click + Create Campaign on the Campaigns page

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Click Next Step at the bottom of the page to continue.

Now, let's go through the process of creating the Campaign.

Click on the Next button to advance through each step!

Step 1:

From this page, we recommend selecting the currency and the amount of the eGift you’d like to set up as this will filter the options you are shown. Or, you can allow your Sender to choose the amount of the eGift at the time of sending.

You can also filter the options by selecting a category or searching for the vendor at the top.

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Simply click each eGift offer that you’d like to include in the Campaign. Once you’re all set, click Next step at the bottom of the page.

Step 2:

On this next page, you will need to fill in some details. You will choose a Campaign name, Start date, Time Zone, and how long you would like for the eGifts to be valid for the recipient.

Optionally, you can add a Display name and description (what your Senders will see on their end) as well as an expiration date for the Campaign.

You'll also be asked to provide an expiration timeframe for the Campaign. This essentially means that you can expire the offer if the recipient does not open the email offer in x amount of days. 

At the bottom, you’ll see whether this Campaign should be initiated manually by your Senders, or if an integration should trigger it. If you’re setting up a triggered send and need assistance, please check out these articles.

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Once you select Manual, you’ll see additional options appear. We’ll go through each.

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Source of Funds: This is where you want the cost of the Send to come from. You can choose either for the Send to be charged to your Sender’s balance, or for the funds to be taken from your Funding Source.

If you choose Funding Source, you’ll have to select which Funding Source and whether you would like to allow your Senders to add funds during Send creation.

Campaign Assignment: This is where you’ll choose which team will have access to this Campaign.

Screen_Shot_2022-07-29_at_4.21.31_PM.pngYou will also have the option to set Sending Limits for the teams you select. In the example below, the Support Test Team will be able to send this Campaign 3 times in a 30-day period.

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Optional: ADD SALESFORCE LOGIC

This will allow you to only display this Campaign to Senders if their Contacts meet certain requirements. For more information about this, click here.

Optional: SALESFORCE CAMPAIGN TRACKING

This will allow you to sync Send statuses to your Salesforce account for tracking purposes. For more information, click here.

Click Next step at the bottom to continue.

Step 3:

Now it’s time to set your Sending Preferences. Here, you’ll choose how you’d like your Senders to send this Campaign.

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Shareable Link: This option will generate a link to the eGift that the Sender can send to the recipient from their work email or other communications with their recipient.

Email: This option will send the recipient a Sendoso-generated email containing a link to the eGift.

Let the Sender Decide: This option allows the Sender to choose from sending their eGift as a Shareable Link, Email, or SMS while in the Send flow

Once you’ve made your selection, you’ll be able to preview what the recipient will see when they receive their eGift.

Here, you have a few decisions to make. What would you like the email to say? What would you like the subject to be? Which customized theme would you like to use? You can make these decisions or you can allow your Senders to choose! It’s up to you!

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Click Create at the bottom of the page to save your Campaign!

Step 4:

Before your Campaign goes live, you’ll have a chance to review the setup. Click the pencil icon in each section to make adjustments. You can click on the + to view what selections you made.

When you are done making the edit, simply select ​Update​ at the bottom right of your screen.

Once you’re confident in the Campaign, click Activate.

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Your Sendoso Choice Campaign is now available for your Senders to send! Click here to go back to the main article and see what other types of Campaigns you can create. 

Check out these great articles on how to send your eGift offer via:

Email

Shareable Link

SMS

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