Manager + Admin Users

• How do I create a Funding Source and add funds to my account?
• Spending Limit Refresh Settings
• 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?

See all 15 articles

• Editing a Team's Settings
• How do I manage Teams and 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?

See all 9 articles

• New Campaign Creation Flow
• Creating a Global Recipient Choice Campaign
• Requiring Approval on Campaigns
• Donate to Charity Recipient Option
• Sendoso Choice Direct: Recipient Exchange
• Sendoso Renaming Touches to Campaigns

See all 25 articles

• How do I add my own products to my Inventory?
• Shipping Inventory to Sendoso’s Sending Fulfillment Centers
• Inactive Inventory Process
• Swag on Demand
• Inventory Access Control
• How do I create products with variants?

See all 14 articles

• 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

• Party Link Sending
• Phoenix SFC SLAs and Expected Processing Times
• 2025 US Tariffs Updates and Resources
• Introducing "Send As": How to Send on Behalf of another Sender
• Sending with SmartSend
• Estimating Shipping Costs for Inventoried Sends

See all 28 articles

• 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