Manager + Admin Users

• How do I create a Funding Source and add funds to my account?
• When am I charged for a send?
• How can I add or remove funds for users?
• How do I change a Team's Funding Source?
• How to archive a Funding Source?
• How do I edit a Funding Source?

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• Editing a Team's Settings
• How do I create a team and invite team members?
• How do I manage users in my account?
• What are the differences in user permissions and how do I change roles?
• How do I create a custom role?
• How can I delete a user?

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• Sendoso Choice Direct: Recipient Exchange
• Sendoso Renaming Touches to Campaigns
• Creating a Sendoso Choice Direct Campaign
• Campaign Overview
• Sendoso Choice (eGift) Options
• Creating a Visa eGift Credit Card Campaign

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• How do I ship items to Sendoso's Sending Fulfillment Center?
• Swag on Demand
• Inventory Access Control
• How do I add my own products to my Inventory?
• How do I create products with variants?
• How long does it take for my inventory to update once a shipment is received by the Sending Fulfillment Center?

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• How do I create and maintain themes to customize gift emails and landing pages?
• What are Playbooks and why are they helpful?
• How can I enable or disable Playbooks?
• How can I use Playbooks as a Manager User?
• Customizing Party Link Landing Pages

• Tracking Sends as an Admin or Manager
• What do the different statuses in the Send Tracker mean?
• How do I check the activity of a Send?
• How do I approve or cancel Sends with issues?
• Analytics Page Overview
• Address Formatting & Validation

• Introducing Sendoso’s HRIS Hub

• Introducing "Send As": How to Send on Behalf of another Sender
• Introducing SmartSend
• Estimating Shipping Costs for Inventoried Sends
• Party Link Sending
• Phoenix SFC SLAs and Expected Processing Times
• Sourcing through Sendoso

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• What are Campaign Services and what do they do?
• Working with Campaign Curators - Prep & Timelines
• Campaign Services Engagement Request
• International Sending with Campaign Services
• Campaign Services FAQs
• Campaign Services Sending Calendar

• Capabilities and SLAs of Sending Fulfillment Centers (Excluding Phoenix)
• Event Fulfillment Sending
• Understanding the 1 Day Fulfillment Service Level Agreement (SLA)
• International Sending Considerations and Best Practices
• Sizes of Standard SFC Packaging
• Process for Event Returns/Storage

See all 14 articles