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  1. Sendoso
  2. Onboarding Resources
  3. Admin and Manager Onboarding Resources
  1. Sendoso
  2. Onboarding Resources
  3. Admin and Manager Onboarding Resources

Admin and Manager Onboarding Resources

  • Admin + Manager Onboarding Checklist
  • Sendoso's Digital Resource Guide
  • How do I create a Funding Source and add funds to my account?
  • How do I manage teams and team members?
  • Customizing the Recipient Experience with the Recipient Theme Generator
  • Adding Products to Inventory
  • How to Create a Campaign
  • Managing Party Links
  • Tracking Sends as an Admin or Manager
  • Setting Up: How to Sync Salesforce
  • Setting Up: How to Sync HubSpot

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