Sending gifts from a campaign

Inside a campaign

Opening a campaign from the Gift Campaigns list takes you to the campaign workspace. Depending on the campaign settings and your role, you may see these tabs:

• Campaign Overview: gift products, campaign stats, and settings.
• Send a Gift: submit a gift for a recipient.
• Gift Shipments: every gift submitted from the campaign and its current status.
• Passcodes: appears only when the campaign requires passcodes to send.
• Salesforce: appears for admins when the Salesforce integration is relevant to the campaign.

Send a gift

1. Open the campaign and go to the Send a Gift tab.
2. Choose the gift product. Campaigns often offer a few options, such as a coffee set, chocolate box, or throw blanket.
3. Enter the recipient's name and shipping address.
4. Add a notecard message. Campaigns come with a default message. If the campaign allows custom messages, you can write your own up to the campaign's character limit.
5. Submit the gift. It is drawn from the campaign's remaining inventory and appears on the Gift Shipments tab and in Orders & Shipments.

Campaigns that ship in batches

Some campaigns ship on set dates, such as a holiday campaign that goes out on December 1. For these, the tab is called Add Recipients instead of Send a Gift, and nothing is charged or shipped when you add someone:

1. Add recipients the same way: one at a time, by uploading a list, or by selecting past recipients. Each one shows In the December 1 shipment on the Gift Shipments tab.
2. Recipients are collected until the shipment's deadline, which is shown on the form. You can edit or remove anyone until then.
3. After the deadline, Giftium builds the shipment: gifts are reserved from your inventory, order numbers are issued, notecards are printed, and the orders go to the warehouse. Each gift then shows its order number and status like any other order.
4. Once the last shipment's deadline has passed, the campaign switches to sending as you go. The tab becomes Send a Gift again, the campaign appears under Send a Gift on your home page, and any remaining inventory ships one gift at a time.

If a recipient is missing a gift, an address, or a notecard message when the deadline passes, they stay on the list until the detail is filled in, and go out with the next shipment we build.

Track what you've sent

The Gift Shipments tab lists submitted gifts and their current status. Once a gift ships, you will see the carrier and tracking number. The same orders also appear in Orders & Shipments with the source badge Campaign.

Rules and limits

• Sending stops when the campaign closes or when its remaining inventory reaches zero.
• If an admin gave you a personal assignment, such as a gift quantity or dollar cap, submissions beyond that limit are blocked until the assignment is raised.
• Notecard messages have character limits. Some campaigns do not allow custom messages, in which case the default message is applied.

Related articles

• Gift Campaigns overview
• Orders & Shipments