The new Send page enables you to find a campaign and send it from a single page, without the extra steps of the legacy flow. You choose how to deliver the gift, write your message, and set options like scheduling and expiration, all before you review your send.
Before you start:
- The new Send page is turned on for each account. If you don't see the New send experience toggle on your Send page, contact your Customer Success Manager.
- Send As is available only to Admins and Managers. Admins can send on behalf of anyone on the account. Managers can send on behalf of anyone on their team.
- To require a meeting, you first need to add a meeting link to your User Settings.
Prefer to click through it yourself? Try the interactive demo at the bottom of this article.
Switching between the new and legacy Send page
You can move between the two experiences at any time. At the top of the page, either toggle to return to the legacy Send page -
or click the button to go back to the new experience.
Finding a Campaign
The new Send page has an improved filtering and search capabilities. Easily find the gift you're looking to send by either searching, or using the new filters at the top.
- Click Send in the top navigation.
- To filter by gift type, click All, eGifts, or Physical.
- To narrow the results further, search by campaign name or use the Any price, Anywhere, and Newest filters.
- Click the campaign's image to open it.
Choosing a delivery method
Once you've found the campaign you'd like to send, you'll see a refreshed page where you can quickly configure your Send. At the top, you'll see how to switch the method from Single recipient to Multiple recipients or Party Link.
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Single recipient: Send to one person.
- Enter the recipient's email, first name, last name, and company.
- If you already have the recipient's shipping address, turn on I have the recipient's address and enter it. If you leave this off, Sendoso emails the recipient to confirm their address before shipping.
- Choose a Shipping method. The default is Sendoso Optimized Shipping.
- Under Notify the recipient, choose how the recipient hears about the gift:
- Have Sendoso send the email: Sendoso emails the gift to the recipient.
- Generate a link: You get a link to share with the recipient yourself.
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Multiple recipients: Send to a group by uploading a CSV file.
- Under Upload your recipient CSV, upload your file. It can have up to 5,000 rows and must include Email and Full name columns.
- If your file includes shipping addresses, turn on I have the recipients' addresses.
- Choose a Shipping method and how to notify recipients.
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Party link: Create one shareable link. Recipients use it to claim the gift and enter their own shipping address.
- In Link name, enter a name for the link (up to 100 characters). By default, the name is Party Link – followed by the campaign name. Recipients don't see this name. It only helps you find and track the link later.
Adding your message
Under Recipient messages, write the message that appears on the recipient's gift page. To fill in the message for you, you can:
- Click Saved messages to use a message you or your team saved.
- Click Write it for me to generate a message via Smart Message.
Click the arrow on the right to provide the AI with information on how to write your message.
Advanced Options
| Option | What it does |
| Schedule | Click Send now, or click Pick a date and time to schedule the send. |
| Offer expires | Sets how long the recipient has to claim the gift before the offer closes. The default is 3 days. Choose a longer window from the dropdown. |
| Theme | Shows the theme used for the gift email and landing page. If the campaign is configured in such a way, you may be able to change the theme here. If there is a lock symbol, the theme is locked in. |
| Require a meeting | Turn on Ask the recipient to book a meeting before claiming. Learn more in Require a Meeting Before Sending. |
| Send as | Search for a teammate to send the gift as them. The recipient sees that teammate's name as the sender. |
Review and send
- Click Review send. For Party Links, click Review party link.
- Check the details, and then click Send it.
The panel on the right shows the estimated cost. For Recipient's Choice campaigns, you're charged for the highest-priced choice when you send. The difference is refunded after the recipient picks.
Demo
FAQs
Can I customize the landing page message and make it different from the email message?
Yes! If you'd like to customize the email and landing page message, simply toggle the "Customize each message" and switch between Landing page and Email in the text box.
Can I customize the messages for each recipient if I uploaded a CSV?
Yes, there are a few ways you can customize your messages for a bulk send. You can click "+ Insert field" when you send the gift to add first name, last name, company and email as custom fields. If you're sending a physical gift via CSV upload, there is a column for a custom note as well.
How can I make sure an address confirmation email will NOT go out?
If you do not want your recipient to know a gift is on the way, be sure to choose a campaign with only ONE gift choice and "I have the recipient's address" AND "Ship Directly.
If I have the recipient's address and I select "ship directly", the offer expiration won't count, right? (since there is no email offer sent)
Yes, that is correct. The gift will be a true surprise and delight situation since the recipient will not get an email letting them know a gift is on the way. As such, the expiration does not apply.