How to Send a Gift
A step-by-step guide to sending thoughtful recognition through the platform.
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
- Sender Choice Gifts – choose something specific to ship
- Digital Gift Cards – send instant rewards directly to their inbox
- eCards – add a personal message with or without a gift
🛠 Step-by-Step: How to Send a Gift
✅ Option 1: Send a Sender Choice Gift or Recipient Choice gift
- Go to the Dashboard and click Send a Gift
- Choose the gift collection or specific item you’d like to send
- Enter your recipient’s name and email
- Add a personal message (optional)
- Review the gift details and click Send
✅ Option 2: Send a gift to a group
- Navigate to the Gift of your choosing and Select
- Click One Time gift
- Upload or select your recipient list
- Customize your message or use a template
- 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