How To Set Up A Gifting Campaign

Send products to influencers, staff or competition winners, all organised and tracked in one place.

Setting up a campaign

Click the Gifting tab in your sidebar, then press Create campaign.

  1. Name your campaign. This is for your own reference.

  2. Enter the value of the items. This matters for any parcels going abroad, since customs declarations need it.

  3. Choose whether gift orders need reviewing before they ship. If yes, orders wait for approval before going to the warehouse. If no, they're sent straight to pick and pack once redeemed.

  4. Choose a shipping method. Default shipping uses your preset rules, Priority shipping overrides this with the fastest option for the destination.

  5. Choose whether to limit how many items each recipient can select, for example five t-shirt colours to choose from, but only one per person.

  6. Select which items recipients can choose from. This pulls from your existing inventory.

  7. Press Submit your campaign.

Adding Recipients

Add recipients individually using the + icon, or bulk upload using the CSV template next to Upload CSV. You'll need each recipient's name and contact number, or you can leave the number blank to generate a link you can send directly.

Once added, each recipient gets a text message: "Hey [name], you've been gifted some products by [brand]. Click this link to redeem them: [link]."

Gift Redemption

The link takes recipients to a page where they enter their address, choose their items and redeem their gift, based on the settings from your campaign. Once redeemed, the link can't be used again, and the order joins the queue for shipping under the #Gift channel.

Your dashboard shows who's redeemed and who hasn't, so you can chase anyone who's yet to claim. You can also copy each recipient's link to send directly, for example by email.

Cancelling or Closing a Campaign

Cancel an individual recipient's link using Cancel gift in the actions section beside their name. To close a campaign entirely, press Close campaign in the top right.