How to Send a Gift

Whether you’re recognizing a work anniversary, welcoming a new hire, or simply saying thank you, sending a gift is simple and streamlined. This guide walks you through how to send a gift to one person or many—all from your dashboard.

✨ What types of gifts can you send?

• Recipient Choice Gifts – let recipients select from a curated collection

• Digital Gift Cards – send instant rewards directly to their inbox

• Physical Gifts – choose something specific to ship

• eCards – add a personal message with or without a gift

🛠 Step-by-Step: How to Send a Gift

✅ Option 1: Send a gift to one recipient

1. Go to the Dashboard and click Send a Gift

2. Select Individual Gift

3. Choose the gift collection or specific item you’d like to send

4. Enter your recipient’s name and email

5. Add a personal message (optional)

6. Review the gift details and click Send

✅ Option 2: Send a gift to a group

1. Navigate to the Dashboard or Contacts tab

2. Click Send to a Group

3. Upload or select your recipient list

4. Choose your gift type and collection

5. Customize your message or use a template

6. Review and confirm your order

📅 Can I schedule a gift for later?

Yes! You can choose to send now or schedule for a future date during the final step. This is great for birthdays, holidays, or onboarding gifts.

🎯 Pro Tips

• Use Contact Groups to organize recurring campaigns (like birthdays or anniversaries)

• Encourage recipients to complete their Care Profiles to personalize future gifts

• Track sent gifts under the Orders tab and view delivery or claim status