In the previous guide on inventory management, we learned how to view detailed information about a selected product, including options to send it as a gift or add it to the cart. In this guide, we will send gifts via inventory, ensuring a seamless and efficient gifting experience. Let’s explore the steps to ensure your gifts easily reach their recipients.

detailed information to selected product
Detailed information to selected product

Send Gifts from Your Inventory 

If you choose to send a gift, you can design a personalized Gift Email, which will be sent to the client you select.

Send as Gift
Send as Gift

Designing the Gift Email

1. You will be prompted to design your gift email.

2. Choose a banner image to personalize your email.

3. There are multiple categories available, including:

  • Birthday
  • Congratulations
  • Thank You
  • Motivational
  • Anniversary
Select Gift Category
Select Gift Category

Choosing a Banner Image

  • Select a category from the drop-down menu.
  • Browse through the available banner images.
  • Click on the image you wish to use.

Personalizing the Gift Email Message

Personalizing the Gift Email Message
Personalizing the Gift Email Message

1. Enter the Sender Name:

  • Fill in the name you want the recipient to see in the “Sender Name” field.

2. Write an Email Greeting:

  • Type a personalized message in the provided text box.
  • The message should celebrate the recipient and fit the occasion.

3. Use Message Templates (Optional):

  • Click on the “Message templates” button to choose from pre-written messages.
Message Templates
Message Templates

4. Enhance with AI (Optional):

  • Click “Re-write with AI” to generate an improved or alternative message.

5. Preview the Email:

  • The email preview on the right shows how your message and design will appear to the recipient.

6. Proceed to the Next Step:

  • Once satisfied, click the “Next” button to finalize your gift email.

Adding Recipient Details

1. Manually Enter Recipients:

  • In the Recipient Name field, type the name(s) of the recipient(s).
  • In the Recipient Email field, enter the email address(es) of the recipient(s).
  • You can send the gift to multiple recipients by adding multiple names and emails.

2. Select a Contact Group (Optional):

  • Choose from predefined contact groups, such as:
    • Managers
    • OS Team
    • Vendors
    • Default Team
  • This is useful for bulk sending to specific teams.

3. Import Contacts via CSV (Optional):

  • Click “Upload CSV file” to import a list of recipients in bulk.
  • A Sample CSV file is available for reference.

4. Confirm and Proceed:

  • After adding recipients, click “Next” to move to the final step.
After adding recipients, click Next
After adding recipients, click Next

Review and Send the Gift

1. Verify Product Selection:

  • Ensure the correct product is selected.
  • Click on the Products dropdown if changes are needed.

2. Check the Email Greeting:

  • Review the personalized message to confirm accuracy.
  • Click on the Email Greeting dropdown to make modifications if needed.

3. Confirm Recipient Details:

  • The recipients’ names and emails will be displayed.
  • If changes are required, click Edit to update recipient details.

4. Enable Product Swap (Optional):

  • Toggle the Product Swap option if you want recipients to choose a different product.

5. Preview the Email:

  • A preview of the gift email is displayed on the right side.
  • Confirm the email design, message, and recipient details.

6. Send the Gift:

  • Once everything looks good, click “Send a Gift” to finalize and send the email.
Once everything looks good, click Send a Gift to finalize
Once everything looks good, click Send a Gift to finalize