Sendoso FAQs
Sendoso's Frequently Asked Questions page is a central hub where its customers can always go to with their most common questions. These are the 63 most popular questions Sendoso receives.
Frequently Asked Questions About Sendoso
Sendoso gives you the option to send these Visa eGift Credit Cards offers in US and Canada (and soon over 40+ countries internationally). These can be sent 1-to-1, in bulk, or via one of our many integrations.
To set up a new Visa eGift Credit Card Touch, click on the Touches tab and scroll to the buttons as shown below:
After completing the setup, users can now send Visa eGift Credit Cards offers. They'll receive an email and you can also customize the redemption landing page.
And finally, here's the Visa eGift Credit Card page the recipient will receive.
If you need help setting this up, let us know!
View ArticleYou can generate eGift offer links for any gift card that can be copy/pasted and use within your own emails, social media, printed collateral, or anything else.
Step One: Touch Set-Up -
To enable the ability to generate eGift links, you need to make sure that your touch is set up to "Allow Sender to Choose":
Step 2: Generating the link from Salesforce or Sendoso.com
You can generate them one-by-one within Salesforce or in bulk CSV download within Sendoso.com.
Click on the Sendoso button in Salesforce and select the eGift to send:
Then click on "Generate eGift links to download" in the drop-down:
It will then display the eGift link for you to copy/paste and send:
It will also automatically add an Activity and add to a pre-specified Salesforce Campaign:
You can also generate eGift links from within Sendoso.com:
Once you decide on the amount of eGift links and value of the egift link you wish to order, you'll just click "Generate and Download" to get the egift link!
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Gating generated eGifts links for additional tracking
If you're planning on generating an egift link and sending it directly to the end recipient, you have the option to "gate" egifts and require them to enter in their email so you know when and who redeemed it.
Step One: Select an eGift touch
Step Two: Select "Generate eGift links to download" and check the "Gate the eGift redemption page..." option
You are able to set who gets the notification when the recipient redeems the egift offer either by checking the send notification to the Salesforce Account Owner or by manually typing in the sender's email.
Step Three: Copy the link and send it to the recipient
Step Four: When the recipient clicks on the link, they will be prompted to enter in their work email and once they do they are able to select and redeem the egift option and the sender will get the notification.
View ArticleSendoso offers two types of eGifts. Category eGifts (i.e. coffee) and merchant-specific eGifts (i.e Chipotle). For category eGifts you can send recipients a coffee, lunch, etc and then they get to decide exactly what they want. With merchant specific eGifts you can send a specific eGift.
Coffee
Amounts: $5, $10, $25, $50, $100
eGift redeemable at: Starbucks, Dunkin Donuts, Caribou Coffee,PaneraBread Cafe.
International Options: US $, UK, CA $
Lunch
Amounts: $2, $10, $25, $50, $100, $150, $200
eGift redeemable at: Chipotle, Buca di Beppo, Applebee's, Bahama Breeze, Bubba Gump Shrimp, Buffalo Wild Wings, Burger King, Captain D's, Chili's, Logan's Roadhouse, Olive Garden, On The Border, Red Robin, Steak 'n Shake, TGI Fridays, The Cheesecake Factory, Whole Foods Market.
Wine
Amounts: $25, $50, $100, $200
eGift redeemable at: Wine.com.
Tickets
Amounts: $25, $50, $100, $200, $300, $500
eGift redeemable at: StubHub.
Experiences
Amounts: $25, $50, $100
eGift redeemable at: Amazon, AMC Theatres, Bass Pro Shops, BedandBreakfast.com, Cabelas, GameStop, Groupon, Regal Cinemas, Spa & Wellness Gift Card by Spa Week, SpaFinder, Southwest Airlines, Hotels.com, Global Hotel Card, Golf, Hyatt Hotels & Resorts, Nordstrom, Target
International Options: US $, UK, CA $
Specific eGift Offers (domestic only):
Gift Card Name
Currency Code
Denominations
Hello Alvin
USD
100
InVite Fitness, LLC
USD
25,50,100
Movie Loot
USD
5,10,20,25,50,100,250,500
Outback Steakhouse1
USD
5,25,50,100
Fleming's Prime Steakhouse & Wine Bar
USD
5,25,50,100
Carrabba's Italian Grill
USD
5,10,25,50,100
Bonefish Grill
USD
5,25,50,100
Sierra Trading Post
USD
5,10,50,100,200
T.J.Maxx
USD
5,10,50,100
Marshalls
USD
5,25,50,100,200
Home goods
USD
5,25,50,100,500
Nintendo US gift voucher
USD
10,20,50
Airbnb US gift voucher
USD
25,50,100
Nordstrom
USD
5,50,100,500
Global Hotel Gift Card powered by Orbitz e gift voucher
USD
25,50,100,250
Pier 1 Imports
USD
5,10,25,50,100
Brinker International
USD
5,10,25,50,100
Advance Auto Parts
USD
10,25,50,100
Bllomin' Brands
USD
5,10,50,100,200,300,500
eBay
USD
5,25,50,100,250,500
EXPRESS
USD
10,25,50,100,150,200
Fitbit powered by WellnessCodes
USD
25,50,100
Garmin powered by WellnessCodes
USD
25,50,100
Giftpax
USD
10,25,50
guitar center
USD
5,25,50,100,200,500
HelloFresh
USD
5,10,25,50
Kansas City Steak Company
USD
25,50
Dunkin Donuts
USD
3,5,10,25
Destination Maternity Corporation
USD
15,20
Krispy Kreme
USD
5,10,25,50,100
Crate and Barrel
USD
20,50,100,200
Lane Bryant
USD
10,25,50,100,250,500
Charming Charlie
USD
5,50,100,300,500,1000
Legal Sea Foods
USD
25,50,100,250,500
Levy Restaurants
USD
25,50,100,200,250
CB2
USD
25,50,100
Ray-Ban
USD
50,100,150,250,500
Catherines, Inc.
USD
10,50,100,200,500
Seasons 52
USD
5,10,50,100,200,250
Caribou Coffee
USD
5,10,15,50,100
Habitat for Humanity
USD
10,25,50,200,500
Girls Who Code
USD
10,25,50,100,500,1000
Callaway
USD
25,50,100
Skype
USD
10,50
California Pizza Kitchen, Inc
USD
5,25,50,100
Texas Roadhouse
USD
5,10,50,100
Bahama Breeze
USD
5,10,50,100,250
Tony Roma's
USD
5,25,100
Atom Tickets
USD
10,15,50,100
Ulta Beauty
USD
5,10,50,100,200
Uno Chicago Grill
USD
10,15,25,50,100
Athleta
USD
10,20,50,100
Foundation for Angelman Syndrome Therapeutics
USD
10,25,50,100,500,1000
wayfair
USD
25,50,100
WellnessCodes
USD
25,50,100
Yard House
USD
5,10,50,100
Adidas
USD
10,25,50,100
1-800-FLOWERS
USD
10,25,50
Code.org
USD
10,25,50,100,500
Clean Water Fund
USD
10,25,50,100,500
InSTEDD
USD
10,50,100,200
Johns Hopkins Bloomberg School of Public Health
USD
10,50,100,200
Long Live the Kings
USD
10,50,100
National Park Foundation
USD
10,50,100,200,500
(RED)
USD
10,50,100,200,500
Ride 2 Recovery
USD
10,50,100,500,1000
Summer Search
USD
10,50,100,200,500,1000
America SCORES
USD
10,50,100,200,500,1000
The Nature Conservancy
USD
10,50,100,200,500,1000
World of Children
USD
10,50,100,200,500,1000
Special Olympics
USD
5,10,20,25,50,100
Uber Gift Card
USD
15,25
Under Armour
USD
25,50,100
City Year
USD
5,10,20,25,50,100
Cake Beauty
USD
25,50,100
Apple Music
USD
25
Ruby Tuesday
USD
5,50,100,200,250
Olive Garden
USD
10,50,100,200,250
Old Navy
USD
10,50,100,200,300,400,500
LongHorn Steakhouse
USD
10,50,100,200,250
Dick's Sporting Goods
USD
25,50,100
Columbia Sportswear
USD
5,50,100,200,300,400,500
Bath & Body Works
USD
5,10,20,50,100
American Eagle
USD
10,50,100,150,200,300,400
Huntsman Cancer Foundation USA E-gift Voucher Card
USD
501,005,001,000
Grameen Foundation USA E-gift Voucher Card
USD
501,005,001,000
StubHub E-gift USA Voucher Card
USD
25,50,100,200,300,400,500
Spa and Wellness by SpaWeek E-gift voucher
USD
5,10,20,25,100
Shutterfly E-gift voucher
USD
25,50
Saltgrass Steak House E-gift voucher
USD
20,30,50,100
Royal Caribbean Cruises E-gift voucher
USD
50,100,250,500
Rainforest Cafe E-gift voucher
USD
20,25,50,100
Princess Cruise Lines E-gift voucher
USD
25,50,100,150
Pandora E-gift voucher
USD
25
Mortons The Steakhouse
USD
20,30,50,100
McCormick and Schmick E-gift voucher
USD
20,30,50,100
Lobster Gram E-gift voucher
USD
25,50,100
Lands End E-gift voucher
USD
25,50,100,150
KarmaKarma E-gift voucher
USD
100,150,200,500
CVS Select E-gift voucher
USD
5,10,25,50
Claim Jumper Restaurant and Saloon
USD
20,50,100,200,300,400,500
Celebrity Cruises
USD
25,50,100,200,300,400,500
Bubba Gump Shrimp E-gift voucher
USD
20,50,100,200,300,400,500
Bed Bath and Beyond E-Gift Voucher
USD
5,50,100,200,300
iTunes USA E-Gift voucher
USD
25,50,100
I HOP
USD
5,25,50,100,200
Hulu+ USA E-Gift Card
USD
25,50
Kohl's USA E-Gift Voucher
USD
10,25,50,100
Jiffy Lube USA E-Gift Voucher Card
USD
10,20,50,100,200,300,500
Groupon USA E-Gift Voucher
USD
10,20,50,100,200
L.L.Bean USA E-Gift Voucher
USD
25,50,70
Great American Days USA E-Gift Voucher
USD
25,50,100
Landry's USA E-Gift Voucher
USD
20,50,100,200
JCPenney USA E-Gift Voucher Card
USD
5,10,25,50,100
Logan's Roadhouse USA E-Gift Voucher
USD
10,50,100,250
Google Play USA E-Gift Voucher
USD
10,15,25,100
Macy's USA E-Gift Voucher
USD
5,10,25,50,100
Maggiano's USA E-Gift Voucher
USD
5,10,50,100
Gilt USA E-Gift Voucher
USD
25,50,100
Red Robin USA E-Gift Voucher Card
USD
5,10,50,100,200,250
Redbox USA E-Gift Voucher Card
USD
10,15,25
Gap USA
USD
10,25,50,100,500
Regal Entertainment Group USA E-Gift Voucher Card
USD
10,50,100
Game Stop
USD
5,10,25,50,100,500
NFL USA E-Gift Voucher.
USD
10,25,50,100
Foot Locker
USD
25,50
Rei E-Gift USA Voucher Card
USD
5,10,25,50,100
Nike USA E-Gift Voucher
USD
10,45,50,90,100,500
Nordstrom Rack USA EGift Voucher
USD
25,50,100
Fanatics USA E-Gift Voucher
USD
5,10,25,50,100
Office Depot USA E-Gift Voucher
USD
5,10,50,100,250,500
Facebook Game
USD
5,10,25,50,100,500,1000
Overstock.com USA EGift Voucher
USD
5,10,50,100,250,500
Sephora USA E-Gift Voucher Card
USD
5,50,100,200,300,331,500
Panera Bread USA EGift Voucher
USD
2,10,50,100,200
DUFL Bucks Code.
USD
25,50,100
Papa John's USA E-Gift Voucher
USD
5,10,50,100
SpaFinder Wellness USA E-Gift Voucher Card
USD
25,50,100,200,300,500
Petco USA E Gift Voucher
USD
10,50,100,200
Domino's Pizza E-Card
USD
5,25,50,100
PlayStation USA E-Gift Voucher.
USD
10,20,50
Pottery Barn USA EGift Voucher
USD
501,005,001,000
T.G.I. Friday's USA E-Gift Voucher
USD
5,10,50,100,200,500
Darden USA E-Gift Voucher
USD
10,50,100,500,663
Target USA E-Gift Voucher
USD
1,10,15,20,50,65,100,500,1000,2000
CVS pharmacy USA E-Gift Voucher
USD
5,10,25,50,100
Crutchfield USA E-Gift Voucher.
USD
25,50,100,250
TaskRabbit USA E- Gift Voucher.
USD
25,50,100
The Coffee Bean & Tea Leaf USA E -Gift Voucher
USD
10,20,50,100,200,250
The Home Depot
USD
5,10,20,50,100,250,500,1000,2000,4000
Chipotle USA E-Gift Voucher
USD
5,10,25,50
Cabela's USA E-Gift Voucher
USD
25,50
BK USA E-Gift Voucher
USD
5,10,15,20,25
TJX USA eGift Voucher Card Custom
USD
5,10,50,100,200,331,500
Buffalo Wild Wings USA E-Gift Voucher
USD
10,50,100,150,200,250
Boscov's USA E-Gift Voucher
USD
5,10,50,100,250
Whole Foods Market USA E Gift Voucher.
USD
10,25,50,100
BJ's Restaurants USA E-Gift Voucher
USD
5,10,50,100,250,500
Xbox Digital USA E Gift Voucher
USD
15,25,50
Belk USA EGift Voucher
USD
10,25,50
Zappos.com USA E-Gift Voucher.
USD
15,25,50,100
Bass Pro Shops USA E-Gift Voucher..
USD
5,10,100,500
Barnes & Noble USA E-Gift Voucher
USD
5,10,50,100,250,331,500
Applebee's USA E-Gift Voucher
USD
5,10,25,50,100,500
Tango USA E-Gift Voucher-
USD
20,90
AMC Theatres USA E-Gift Voucher
USD
5,10,25,50
Delta eGift Card
USD
10,25,50,100,250,500
Banana Republic
USD
10,25,50,100,500
Chili's USA E-Gift Voucher
USD
5,10,50,100
Hotels.com USA EGift Vouchers
USD
10,50,100,500,1000
Starbucks USA E Gift Card.
USD
5,10,25,50,100,150
Amazon USA E-Gift Voucher
USD
5,10,15,20,23,25,30,33,35,40,43,45,48,50,55,60,65,70,80,90,95,
100,105,110,115,120,125,135,145,150,155,170,175,195,200,75
Walmart E gift Voucher.
USD
500,5,150,250,10,300,100
Lowe's E-Gift Voucher
USD
10,25,50
Staples E Gift Voucher
USD
10,25,50,100
Best Buy USA E-Gift Voucher.
USD
25,50,100,200
1-800-Baskets.com
USD
$5 - $200
1-800-Flowers.com
USD
$25 - $200
1-800-PetSupplies.com
USD
$25 - $50
Adidas
USD
$10 - $500
Aerie
USD
$10 - $500
Aeropostale
USD
$10 - $500
Allposters.com
USD
$25 - $300
Amazon.com
USD
$5 - $200
AMC Theatres
USD
$10 - $100
American Airlines
USD
$100 - $500
American Eagle
USD
$10 - $500
American Frame
USD
$20 - $500
Applebee's
USD
$10 - $250
Aquarium Restaurants
USD
$10 - $200
Art.com
USD
$5 - $200
Athleta
USD
$10 - $500
Babies"R"Us
USD
$10 - $500
Babin's Seafood House
USD
$10 - $200
Bahama Breeze
USD
$10 - $100
Banana Republic
USD
$10 - $500
Barnes & Noble
USD
$10 - $500
Bass Pro Shops
USD
$5 - $200
Bath & Body Works
USD
$10 - $250
Bed Bath & Beyond
USD
$10 - $500
BedandBreakfast.com
USD
$25 - $250
Belk
USD
$25 - $500
Best Buy
USD
$10 - $500
Big Fish Seafood Bistro
USD
$10 - $200
Bloomingdale's
USD
$5 - $200
Boomerang Grille
USD
$10 - $250
Brenner's Steakhouse
USD
$10 - $200
Brinker Restaurants
USD
$10 - $100
Brookstone
USD
$10 - $500
Bubba Gump Shrimp
USD
$10 - $200
Buca di Beppo
USD
$10 - $500
Buffalo Wild Wings
USD
$5 - $200
Build-A-Bear Workshop
USD
$25 - $50
Burger King
USD
$10 - $200
Cabela's
USD
$10 - $100
Cadillac Bar
USD
$10 - $200
California Pizza Kitchen
USD
$10 - $500
Callaway
USD
$50 - $100
CanvasPop
USD
$5 - $200
Captain D's
USD
$10 - $500
Caribou Coffee
USD
$10 - $100
Casual Male XL
USD
$10 - $500
Catherines
USD
$25 - $50
CB2
USD
$25 - $500
Champs Sports
USD
$25 - $50
CharityChoice
USD
$5 - $200
Charleston's Restaurant
USD
$10 - $500
Charley's Crab
USD
$25 - $200
Chart House
USD
$10 - $200
Chef'd
USD
$25 - $80
Cheryl's Cookies
USD
$20 - $150
Chili's
USD
$10 - $100
Chipotle
USD
$5 - $200
Claim Jumper
USD
$10 - $200
Cold Stone Creamery
USD
$5 - $50
Columbia Sportswear
USD
$10 - $500
Crate & Barrel
USD
$25 - $500
Crutchfield
USD
$25 - $100
CVS/pharmacy
USD
$10 - $500
D'Angelo
USD
$5 - $200
Darden Restaurants
USD
$10 - $100
Dell
USD
$10 - $500
Delta Air Lines
USD
$100 - $500
Destination XL
USD
$10 - $500
Domino's
USD
$10 - $100
Dunkin' Donuts
USD
$5 - $100
eBay
USD
$5 - $200
EXPRESS
USD
$10 - $500
Facebook
USD
$10 - $50
Fish Tales
USD
$25 - $200
Fisherman's Wharf
USD
$25 - $200
Foot Locker
USD
$10 - $100
FragranceNet.com
USD
$5 - $200
Fruit Bouquet
USD
$25 - $200
FTD
USD
25
GameStop
USD
$10 - $500
Gap
USD
$10 - $500
Gap Factory
USD
$10 - $500
Gilt.com
USD
$25 - $250
Global Hotel Card
USD
$5 - $200
Go Play Golf by Fairway Rewards
USD
$25 - $500
Golden Nugget
USD
$20 - $200
Google Play
USD
$10 - $100
Great American Days
USD
$25 - $50
Grotto
USD
$10 - $200
Groupon
USD
$10 - $200
Hal Smith Restaurant
USD
$5 - $200
Hallmark
USD
$10 - $500
Harlow's Food & Fun
USD
$25 - $200
Hollie's Flatiron Steakhouse
USD
$10 - $500
Hollister
USD
$20 - $500
HomeGoods
USD
$10 - $100
Hot Topic
USD
$5 - $200
Hotels.com
USD
$20 - $500
Hulu
USD
$25 - $50
IHOP
USD
$10 - $100
iTunes Code
USD
$25 - $100
JCPenney
USD
$10 - $500
Jo-Ann Stores
USD
$10 - $250
Kemah Boardwalk
USD
$5 - $200
Kmart
USD
$10 - $500
Kohl's
USD
$10 - $500
L.L.Bean
USD
$25 - $100
La Griglia
USD
$10 - $200
Lady Foot Locker
USD
$25 - $50
Land of Nod
USD
$25 - $500
Landry's
USD
$5 - $200
Landry's Seafood
USD
$10 - $200
Lands' End
USD
$10 - $500
Lane Bryant
USD
$25 - $50
Legal Sea Foods
USD
$25 - $100
Levy Restaurants
USD
$25 - $250
Lighthouse Buffet
USD
$25 - $200
Lobster Gram
USD
$5 - $200
Logan's Roadhouse
USD
$10 - $500
LongHorn Steakhouse
USD
$10 - $100
Lord and Taylor
USD
$10 - $500
Louie's Grill & Bar
USD
$10 - $500
Lowe's
USD
$10 - $500
Lucille's BBQ
USD
$10 - $250
Macy's
USD
$5 - $200
Magazines.com
USD
$15 - $50
Maggiano's Little Italy
USD
$10 - $100
Mahogany Steakhouse
USD
$10 - $500
Mama Roja Kitchen
USD
$10 - $500
Marshalls
USD
$10 - $100
McCormick & Schmicks
USD
$10 - $500
Mitchell's Fish Market
USD
$5 - $200
Morton's
USD
$10 - $500
Muer Seafood
USD
$25 - $200
NASCAR.com
USD
$25 - $100
NFLShop.com
USD
$25 - $100
Nike
USD
$10 - $500
Nintendo
USD
$20 - $50
Nordstrom
USD
$5 - $200
Nordstrom Rack
USD
$10 - $500
Old Navy
USD
$10 - $500
Olive Garden
USD
$10 - $100
Omaha Steaks
USD
$10 - $500
On The Border
USD
$10 - $100
Overstock.com
USD
$10 - $500
Panera Bread
USD
$5 - $200
Papa Gino's
USD
$10 - $100
Papa John's Pizza
USD
$10 - $500
Peohe's
USD
$25 - $200
Petco
USD
$10 - $200
Pro Am Golf
USD
$25 - $500
Rainforest Cafe
USD
$10 - $200
Red Lobster
USD
$5 - $200
Red Robin
USD
$10 - $150
Red Sushi
USD
$25 - $200
Redrock Canyon Grill
USD
$10 - $250
Regal Cinemas
USD
$10 - $100
River Crab/BlueWater Inn
USD
$20 - $200
Rixty
USD
$10 - $50
Rochester Big & Tall
USD
$5 - $200
Romano's Macaroni Grill
USD
$5 - $100
Royal Caribbean
USD
$50 - $500
Saks OFF 5TH
USD
$25 - $100
Saltgrass Steak House
USD
$10 - $200
San Jose Earthquakes
USD
$10 - $200
San Luis Resort
USD
$20 - $200
Sears
USD
$5 - $200
Sephora
USD
$10 - $500
Sheetz
USD
$20 - $100
Shutterfly
USD
$25 - $50
Simms Steakhouse
USD
$25 - $200
SiriusXM
USD
$15 - $50
Sony PlayStation
USD
$10 - $50
Southwest Airlines
USD
$5 - $200
Spa & Wellness Gift Card by Spa Week
USD
$10 - $500
SpaFinder
USD
$50 - $100
Staples
USD
$10 - $500
Starbucks
USD
$10 - $25
Steak 'n Shake
USD
$10 - $500
Stein Mart
USD
$10 - $100
Steiner Sports Memorabilia
USD
$5 - $200
StubHub
USD
$25 - $500
T-Rex
USD
$25 - $200
T.J.Maxx
USD
$10 - $100
Target
USD
$10 - $100
TGI Fridays
USD
$10 - $500
The Cheesecake Factory
USD
$10 - $500
The Children's Place
USD
$5 - $200
The Crab House
USD
$25 - $200
The Flying Dutchman
USD
$25 - $200
The Garage
USD
$10 - $500
The Home Depot
USD
$10 - $500
The Oceanaire
USD
$10 - $200
The Popcorn Factory
USD
$25 - $200
The Red Door Salon & Spa
USD
$5 - $200
ThinkGeek
USD
$20 - $500
Toby Keith's Bar & Grill
USD
$10 - $250
Tony Roma's
USD
$10 - $500
Torrid
USD
$10 - $250
Tower of America
USD
$10 - $200
Toys"R"Us
USD
$10 - $500
Uber
USD
$5 - $200
Ulta Beauty
USD
$10 - $500
Under Armour
USD
$10 - $500
Unleashed by Petco
USD
$10 - $200
Uno Chicago Grill
USD
$10 - $100
Upper Crust Pizza
USD
$10 - $250
Vic and Anthony's
USD
$10 - $200
Victoria's Secret
USD
$5 - $200
Walmart
USD
$10 - $100
Whole Foods Market
USD
$10 - $500
Willie G's
USD
$10 - $200
Wine Country Gift Basket
USD
$25 - $100
Wine Enthusiast
USD
$25 - $250
Wine.com
USD
$25 - $200
Xbox LIVE
USD
$5 - $200
Yak & Yeti
USD
$25 - $200
Yard House
USD
$10 - $100
Zappos.com
USD
$10 - $250
Specific eGift Cards (Canada only):
amazon.ca
Boston Pizza
Bier Markt
Casey's
East Side Marios
Harvey's
Kelsey's
Milestones Bar & Grill
Monatan's Cookhouse
Swiss Chalet Rotisserie & Grill
Original Joes
Marble Slab Creamery
Moxie's Grill and Bar
Alice Fazoolis! Italian Grill
Canyon Creek Chophouse
Duke's refresher Bar
Jack Astor's Bar and Grill
Reds Bistro and wine bar
Scaddabush
The Loose Moose Tap & Grill
Starbucks
International EGifts
Countries
Gift Card Name
Currency Code
Denominations
Argentina
El Mundo del Juguete
ARS
100,200,300,400,500
Argentina
Fravega
ARS
100,200,300,400,500
Argentina
Guia Oleo
ARS
100,200,300,400,500
Argentina
Dexter
ARS
300, 500, 1000
Argentina
Morph
ARS
50,100,200,500
Australia
iTunes Australia
AUD
10,15,25,50
Australia
Giftpax eGift Card AUD
AUD
10,25,50
Australia
Prepaid Virtual MasterCard Reward Australia E-Gift Vouchers
AUD
5,10,50,100,500,750
Australia
Coles Australia E-Gift Voucher
AUD
5,10,15,25,50,100
Australia
Myer Australia giftcard.
AUD
5,10,15,25,50,100
Australia
JB Hi-Fi E-Gift Voucher
AUD
10,15,25,50,100
Australia
David Jones E-Gift Voucher
AUD
5,10,15,25,50,100
Austria
Amazon.de Austria
EUR
5,10,50,100
Bahrain
Virgin Megastore Bahrain E-Gift Voucher
BHD
5,50,100,200
Belgium
Zalando Belgium E-Gift Voucher.
EUR
5,10,20,50
Brazil
Netshoes Brazil Gift Voucher.
BRL
30,100
Brazil
Submarino.com Brazil E-Gift Voucher
BRL
30,100
Brazil
Zattini Virtual BRL Gift Voucher Card..
BRL
30,100
Brazil
Americanas.com E-Gift Voucher
BRL
30,100
Canada
Air Canada
CAD
25,50,100
Canada
Tim Horton's CAD
CAD
10,50,100
Canada
Cake Beauty Canada
CAD
25,50,100
Canada
Esso Gift Card
CAD
10,25,50
Canada
Cara Operations Limited
CAD
10,25,50,100,200
Canada
Gap Canada
CAD
10,25,50,100
Canada
Bass Pro Shops CAD E-Gift Voucher
CAD
5,10,25,50,100
Canada
Joey Restaurants Canada E-Gift Voucher Card
CAD
10,20,50,100,500,1000
Canada
Prepaid Virtual Visa Reward CAD E-Gift Voucher Card
CAD
5,50,100,200,500
Canada
Roots E-Gift Voucher Card (Canada)
CAD
101,002,005,001,000
Canada
Cineplex Odeon Canada E-Gift Voucher
CAD
25,50,100,200
Canada
Boston Pizza Canada E-Gift Voucher
CAD
10,50,100,500
Canada
iTunes Canada E-Gift Voucher.
CAD
10,15,25,50
Canada
Starbucks Canada eGift Card
CAD
5,10,25,50,100
Canada
Best Buy Canada E-Gift Voucher..
CAD
5,10,15,25,50,100
Canada
Amazon Canada E-Gift Voucher
CAD
1,10,15,20,50,55,60,100,120,130,200,285,295
Canada,USA
Toys R Us USA E Gift Voucher
USD
5,10,50,100
China
Amazon China E-Gift Voucher.
CNY
10,50,100,210,500,1000
Costa Rica,Hong Kong,Indonesia,New Zealand,Norway,Oman,Philippines,South Africa,Spain,Thailand,USA,vietnam
Prepaid Virtual Visa For USD
USD
5,10,15,20,25,33,50,100,200,500,1000
Europe,France,Germany,Spain
Prepaid Virtual Master card Europe E-Gift Voucher
EUR
5,10,50,100,200,300,500,750
France
iTunes France E-Gift Voucher.
EUR
10,15,25
France
Zalando France E- Gift Voucher.
EUR
5,10,50,100,200
France
Amazon France E-gift voucher
EUR
1,5,10,25,50,100
Germany
TK Maxx Germany gift voucher
EUR
5,10,25
Germany
Karstadt
EUR
5,10,25
Germany
Galeria Kaufhof
EUR
5,10,25
Germany
Zalando Germany E-Gift Voucher.
EUR
5,10,50,100
Germany
iTunes Germany E-Gift Voucher.
EUR
10
Germany
Amazon Germany E-Gift Voucher.
EUR
1,5,10,15,20,25,30,50,100,135
Hong Kong
Prepaid Virtual MasterCard HKD E-Gift Voucher
HKD
601,002,005,001,000
India
A.himanshu
INR
Rs.250,Rs.500,Rs.1000,Rs.2000,Rs.5000
India
AD ANNUAL SUBSCRIPTION
INR
Rs.1050
India
ALDO Accessories
INR
Rs.1000, Rs.2000
India
Allen Solly
INR
Rs.500,Rs.1000,Rs.2000,Rs.5000
India
Archies
INR
Rs.50, Rs.100, Rs.250, Rs.500
India
Arrow
INR
Rs.500, Rs.1000
India
Baskin Robbins
INR
Rs.50, Rs.100, Rs.250, Rs.500, Rs.1000
India
Bata
INR
Rs.100, Rs.250, Rs.500, Rs.1000, Rs.2000
India
BBC Knowledge
INR
Rs.750
India
Bebe
INR
Rs.1000
India
Beverly Hills Polo Club
INR
Rs.1000
India
Big Bazaar
INR
Rs.100, Rs.250, Rs.500, Rs.1000
India
Blue Terra Spa E-Gift Voucher
INR
Rs.1000
India
Bluestone
INR
Rs.500, Rs.1000, Rs.5000
India
BombayBlue
INR
Rs.500,, Rs.1000, Rs.5000
India
BookMyShow
INR
Rs.250, Rs.500, Rs.1000
India
Business Today E-Gift Voucher
INR
Rs.1560
India
Cafe Coffee Day
INR
Rs.100, Rs.500, Rs.1000
India
CALL IT SPRING
INR
Rs.1000
India
Caratlane
INR
Rs.500, Rs.1000, Rs.2000,Rs.5000
India
Central
INR
Rs.500, Rs.1000
India
CHARLES & KEITH
INR
Rs.1000
India
Chumbak
INR
Rs.500,1000,2000,5000
India
Cleartrip Flights and Hotels
INR
Rs.1000, Rs.2000, Rs.3000, Rs.5000, Rs.10000
India
CNT ANNUAL SUBSCRIPTION
INR
Rs.900
India
Coffee Bean and Tea Leaf
INR
Rs.500, Rs.1000, Rs.5000
India
Cosmopolitan India E-Gift Voucher
INR
Rs.1800
India
Costa Coffee E-Gift Voucher
INR
Rs.100, Rs.250, Rs.500, Rs.1000
India
Croma
INR
Rs.500, Rs.1000, Rs.5000
India
Crossword
INR
250, 500, 1000, 2000
India
Elle
INR
Rs.500,Rs.1000
India
Energie
INR
Rs.500, Rs.1000
India
Fastrack
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
Femina Bangla
INR
Rs.480
India
Femina English
INR
Rs.1440,Rs.1560
India
Femina Hindi
INR
Rs.480
India
Femina Tamil
INR
Rs.360
India
Ferns and Petals
INR
Rs.500, Rs.1000
India
Filmfare English
INR
Rs.1560
India
Flipkart
INR
Rs.100,Rs.250, Rs.500, Rs.1000, Rs.5000
India
Flying Machine
INR
Rs.500, Rs.750, Rs.1000, Rs.3000, Rs.5000
India
Gadgets and Gizmos E-Gift Voucher
INR
Rs.588
India
Gant
INR
Rs.500, Rs.1000
India
Gaana E-Gift Card - Rs. 99
INR
Rs.99
India
Gaana E-Gift Card - Rs. 549
INR
Rs.549
India
Gaana E-Gift Card - Rs. 999
INR
R.999
India
Godrej natures basket GNB
INR
Rs.500
India
Good Homes
INR
Rs.1440
India
GQ ANNUAL SUBSCRIPTION
INR
Rs.1800
India
Grazia
INR
Rs.1800
India
GUESS
INR
Rs.1000
India
Harper's Bazaar India E-Gift Voucher
INR
Rs.2200
India
Helios
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
Hello!
INR
Rs.1800
India
HiDesign
INR
Rs.500, Rs.1000
India
Himalaya
INR
Rs.500, Rs.1000, Rs.5000
India
Home Centre
INR
Rs.1000, Rs 2000
India
Home Trends
INR
Rs.2500
India
India Today English - Digital Subscription
INR
Rs.3120
India
India Today Hindi - Digital Subscription
INR
Rs.2600
India
INGLOT
INR
Rs.1000
India
IZOD
INR
Rs.1000
India
Jack and Jones
INR
Rs.250, Rs.1000
India
KFC
INR
Rs.100, Rs.250, Rs.500, Rs.1000
India
Lakme Salon
INR
Rs.1000
India
Levis
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
Lifestyle
INR
Rs.500, Rs.750, Rs.1000
India
Lonely Planet
INR
Rs.1800
India
Louis Philippe E-Gift Voucher
INR
Rs.500, 1000, 2000, 5000
India
Machaan
INR
Rs.250, Rs.500, Rs.1000
India
Mainland China
INR
Rs.250, Rs.500, Rs.1000
India
Makemytrip
INR
Rs.300, Rs.500, Rs.750, Rs.1000, Rs.2000, Rs.5000, Rs.10000
India
Makemytrip Holidays e-Gift Card
INR
Rs.2000, Rs.5000, Rs.10000, Rs.20000, Rs.50000
India
Makemytrip Hotels e-Gift Card
INR
Rs.500, Rs.1000, Rs.2000, Rs.5000, Rs.10000
India
Mani's Dum Biryani
INR
Rs.500
India
Marks and Spencer
INR
Rs.250, Rs.500, Rs.1000, Rs.2000
India
Myntra.com
INR
Rs.500, Rs.750, Rs.1000, Rs.2500, Rs.5000
India
New Balance
INR
Rs.1000
India
Nine West
INR
Rs.1000
India
Nykaa
INR
Rs.250, Rs.500, Rs.1000
India
Oh! Calcutta
INR
Rs.500, Rs.1000
India
ONLY Apparel
INR
Rs.100, Rs.250, Rs.500, Rs.1000
India
P N RAO
INR
Rs.750, Rs.1000, Rs.5000
India
Pantaloons
INR
Rs.100, Rs.500, Rs.750, Rs.1000
India
Pavers England
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
Peter England
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
Pizza Hut
INR
Rs.100, Rs.250, Rs.500, Rs.1000
India
Planet Fashion
INR
Rs.500, 1000, 2000, 5000
India
Prestige Smart Kitchen
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
PVR
INR
Rs.300, Rs.500
India
PVR BluO
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
Raymond E-gift voucher
INR
Rs.500
India
Reader's Digest E-Gift Voucher
INR
Rs.1200
India
Saavn E-Gift Card
INR
Rs.999
India
Shoppers Stop
INR
Rs.250, Rs.500, Rs.750, Rs.1000, Rs.2500
India
Sigree
INR
Rs.250, Rs.500, Rs.1000
India
Spice General
INR
Rs.500, Rs.1000
India
Sweet Bengal
INR
Rs.500
India
Taj
INR
Rs.500,Rs.1000,Rs.2000,Rs.5000
India
Talwalkars
INR
Rs.5000
India
Tgi Fridays
INR
Rs.250, Rs.500, Rs.1000
India
The Beer Cafe
INR
Rs.250, Rs.500, Rs.1000
India
Titan
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
Top Gear
INR
Rs.1800
India
U.S. Polo Assn
INR
Rs.500, Rs.750, Rs.1000, Rs.5000
India
United Colors of Benetton
INR
Rs.250, Rs.500, Rs.1000, Rs.2000
India
Van Heusen
INR
Rs.500, 1000, 2000, 5000
India
Vero Moda
INR
Rs.250, Rs.500, Rs.1000
India
VLCC
INR
Rs.750, Rs.1000, Rs.5000
India
VOGUE ANNUAL SUBSCRIPTION
INR
Rs.1800
India
Westside
INR
Rs.500, Rs.1000
India
Woodland
INR
Rs.1000
India
Yatra.com General
INR
Rs.500, Rs.1000, Rs.2500, Rs.5000
India
Thomas Cook
INR
Rs.500, 1000, 2000, 5000
India
Big Basket
INR
Rs.500, 1000
India
Four Fountain Spa E-Gift Voucher
INR
Rs 500,Rs 1000,Rs 2000,Rs 3000,Rs 5000
India
Star Bazaar
INR
Rs.250,Rs.500
India
Ticket New
INR
Rs.250,Rs.500
India
3M Car Care
INR
Rs.500,1000,2000,5000
India
William Penn
INR
Rs.1000,2000,5000
India
Goomo
INR
Rs.500, Rs.1000, Rs.2000,Rs.5000
India
fab india
INR
Rs.500,Rs.1000,Rs.1500,Rs.2000
India
pepperfry
INR
Rs.500,Rs.1000
India
Nautica
INR
Rs.500,Rs.1000,Rs.2000
India
nu ayurveda
INR
Rs.500,Rs.1000,Rs.2000,Rs.3000
India
Aeropostale
INR
Rs.250,Rs.500,Rs.1000
India
Gap
INR
Rs.250,Rs.500,Rs.1000
India
Mac
INR
250, 500, 1000, 2000 & 5000
India
Bobbi Brow
INR
250, 500, 1000, 2000 & 5000
India
Urban Ladder
INR
1000,2000,5000
India
Portea
INR
500,1000,2000,3000,5000,10000
India
Mobile Recharge
INR
110, 270,550
India
La Senza
INR
500, 1000,2000, 5000
India
Ezone
INR
Rs.100, Rs.250, Rs.500, Rs.1000
India
Tanishq
INR
Rs 500,Rs 1000,Rs 2000,Rs 5000
India
More
INR
Rs.50, 100, 250 & 500
India
Freecharge
INR
Rs.100
India
First cry
INR
Rs.1000
India
Jabong
INR
Rs.3000
India
Brand Factory
INR
500, 1000 & 2000
India
Titan Eye Plus
INR
500, 1000 & 2000
India
Fab Hotels
INR
250, 500, 1000, 2000 & 5000
India
Smaaash
INR
100, 250, 500, 1000 & 2000
India
Sprintzeal e-learning Gift Voucher of Online Self-Learning
INR
Rs 3539
India
Sprintzeal e-learning Gift Voucher of Live Virtual Classes
INR
Rs 14159
India
ZEVENWORLD
INR
1000 & 2000
India
Hush Puppies
INR
250, 500, 1000, 1500, 2000, 2500, 5000, 9999
India
UBER& Uber eats
INR
100,250,500,1000,5000,10000
India
Bookmyshow Winpin Voucher
INR
300,500
India
BIKE & CAR - SERVICE | REPAIR | PAINTING
INR
1000,2000
India
Spencers Retail
INR
100,250,500,1000,2000,5000
India
Whizlabs Online Courses & Practice Tests
INR
799,999
India
Paytm Movies
INR
250, 500
India
SOS Care Emergency Card
INR
600
India
Zomato Gold
INR
1200,1900
India
Droom Gift Certificate
INR
500,1000
India
Droom Road Side Assistance - Basic - Two Wheeler - TVS AUTO ASSIST
INR
299
India
Practo Women's Health Gift Voucher
INR
614
India
Practo Men's Sexual Health Gift Voucher
INR
614
India
Practo Mental Health Gift Voucher
INR
614
India
Masoom- Fund raising Support Voucher
INR
1700
India
Magic Bus India Foundation
INR
3000,6000, 12000, 18000
India
Cry- Child Rights and You
INR
500,1000,2000,5000,10000
India
Chaayos E-Gift Voucher
INR
50, 100, 250, 500,1000,2000
India
Lotto E-Gift Voucher
INR
500, 1000,5000, 50000
India
Nike E-Gift Voucher
INR
500,1000, 5000, 10000, 30000,50000
India
Work Express Instant Gift Voucher
INR
250, 500,1000
India
Kalyan Diamond Jewellery E-Gift Voucher
INR
500,1000, 2000,2500,5000
India
Kalyan Gold Jewellery E-Gift Voucher
INR
500,1000, 2000,2500,5000
India
Kalyan Gold Coin E-Gift Voucher
INR
500,1000, 2000,2500,5000
India
PC Jewellers Diamond Jewellery Gift Voucher
INR
500,100,020,005,000
India
PC Jeweller Gold Jewellery Gift Voucher
INR
500,100,020,005,000
India
PC Jeweller Gold Coin Gift Voucher
INR
500,100,020,005,000
India
The Serai E-Gift Voucher
INR
500,025,000
India
Pipa Bella E-Gift Voucher
INR
500,100,010,000
India
Sri Jagdamba Pearls E-Gift Card
INR
500,500,005,000
India
Fab Gateaways E- Gift Voucher
INR
10,003,000,500,010,000
India
Sherlock Pub/Lounge Gift Voucher
INR
100,020,005,000
India
Chennai-Mpover Bike Service-Platinum
INR
800
India
Chennai-Mpover Bike Service-Gold
INR
600
India
Chennai-Mpover Bike Service-Silver
INR
500
India
Chennai - Mpover Bike Service-Bronze
INR
350
India
I can Stay
INR
250, 500, 1000, 2000
Ireland
Amazon.co.uk Ireland
GBP
10,25,50,100
Italy
Esselunga
EUR
10,25,50
Italy
Q8
EUR
10,20
Italy
Zalando Italy E-Gift Voucher.
EUR
5,10,20,50,100,200
Italy
iTunes Italy E-Gift Voucher.
EUR
10,15,25
Italy
Amazon Italy E-Gift Voucher
EUR
1,5,10,25,50,100
Italy,USA
OVS
EUR
50
Japan
Prepaid Virtual MasterCard JPY E-Gift Voucher
JPY
600,100,015,002,000
Japan
Amazon Japan E-Gift Voucher
JPY
100,500,100,030,005,000,000,000,000
Lebanon
Virgin Megastore Lebanon E-Gift
LBP
7,500,080,000
Luxembourg
Amazon.de Luxembourg
EUR
10,50,100,500
Morocco
Rixty E-Gift USA Voucher Card
USD
10,20,50
Amazon.de Poland gift voucher
EUR
10,25,100
Poland
Zalando Poland E-Gift Voucher.
PLN
25,50,100,500,1000
Qatar
Virgin Megastore Qatar E-Gift Voucher.
QAR
50,100
Saudi Arabia
Virgin Megastore Saudi Arabia
SAR
50,100
Singapore
Zalora Singapore gift voucher
SGD
25,50,100,200
Singapore
Lazada
SGD
25,50,75,100
Singapore
Pazzion
SGD
10,20,50,100
Singapore
Best Denki
SGD
20,50,100,250
Spain
Zalando Spain E-GIft Voucher.
EUR
5,10,20,50,100,200
Spain
iTunes Spain E-Gift Voucher.
EUR
10,15,25
Spain
Amazon Spain E-Gift Voucher
EUR
5,10,25,50,100
Go Sport
AED
501,005,001,000
UAE
Virgin Megastore UAE
AED
50,100,200
UAE
VOX Cinemas
AED
100,150,200
UAE
Jashanmal Bookstore E-Gift Voucher
AED
50,100,200
UAE
Galeries Lafayette United Arab Emirates E-Gift Voucher
AED
50,100,500,100,025,000,000
UK
Uber UK
GBP
15,25,50,100,150
UK
Halfords
GBP
1,5,10,25,50,100
UK
Mitchells & Butlers
GBP
5,10,25,50,100,200
UK
Caffe Nero
GBP
5,10,25,50,100
UK
Prepaid Virtual MasterCard For GBP
GBP
5,10,20,25,50,100,150,500,750
UK
Decathlon UK E-Gift Voucher
GBP
1,5,10,25,50
UK
Tesco Digital E-Gift Voucher Card GBP
GBP
5,10,20,25,50,100,105,115
UK
Ticketmaster UK eGift Card.
GBP
5,10,20,25,50,100
UK
TK Maxx UKGift Card
GBP
10,25,50,100
UK
Zalando UK Gift Card.
GBP
20
UK
Starbucks UK E Gift Card.
GBP
5
UK
PizzaExpress E-Gift Voucher
GBP
5,10,20,25,50,100
UK
New Look E-Gift Voucher
GBP
5,10,20,25,50,100,115
UK
Marks & Spencer E-Gift Voucher
GBP
5,10,20,25,50,100
UK
John Lewis UK E-Gift Voucher
GBP
1,10,25,50
UK
iTunes UK E-Gift Voucher.
GBP
10,15,25
UK
Great British Pub UK E-Gift Voucher
GBP
5,10,20,25,50,100
UK
Debenhams UK E-Gift Voucher
GBP
5,10,20,25,50,100
UK
Argos UK E-Gift Voucher
GBP
2,5,10,20,25,50,100
UK
Amazon UK E-Gift Voucher
GBP
1,5,7,10,15,20,25,50,100,200
UK,USA
American Cancer Society
USD
10,50,100,200,500,1000
Spot rates used at the day of the transaction can be found here: https://app.sendoso.com/foreigncurrencyrates
Best Practice Tip -
We advise you to use the touch associated within the designated country you are trying to send the eGift to. However, keep in mind that some vendors could be used for multiple countries if they share the same currency. I.E. Sending an Amazon eGift in Germany and the Netherland would work because they both use the same currency, the Euro.
View ArticleSending eGift offers is a great instant gifting option. You can send an eGift offer for coffee, lunch, wine, tickets, or experiences which lets the recipient decide which eGift offer to choose from within the category they want, or you can send them a specific eGift offer. Sendoso offers over 200+ options from Starbucks to Chipotle to Amazon and many others.
Here's how to create and send an eGift offer
First, it's recommended to create some Templates. You can send eGift offers on the fly without this, but Templates make it easier.
When you create a Template you can:1) Upload a graphic header image to customize the branding. (Image must be 620px by 86px)2) Make it private or available to your Sendoso team/colleagues.3) See a Live Preview.
After you send an eGift offer, the recipient will get an email that looks like this:(Note - the orange cups header image can be customized to anything you want to upload)
When they click on the eGift offer link they are directed to a page like this:(Note - the orange cups header image can be customized to anything you want to upload)
And then finally to this:
View Article{"send":{"lead_id": {{lead.id}},"email": {{lead.Email Address}},"name": {{lead.First Name}},"last_name": {{lead.Last Name}},"company_name": {{company.Company Name}},"address": {{lead.address}},"city": {{lead.city}},"state": {{lead.state}},"zip": {{lead.Postal Code}},"country": {{lead.country}}},"uuid": {{lead.Sendoso Touch ID}},"key": "ENTER YOUR USER KEY HERE"}
View ArticleClick here to view a short video on Marketo Webhook setup with Sendoso (8min)
IMPORTANT: Marketo does not support Webhook flow steps in Batch campaigns only Triggered campaigns. If you need to set up a Webhook for a Batch campaign audience then read more here.
Assuming you've first done all the one-time setup instruction here thenyou are now ready to set up your Sendoso Touch and Marketo Flow steps to trigger the Webhook.
First, you will need to get your Sendoso Touch ID to add to the Marketo Flow. Navigate to https://app.sendoso.com/touches
Creating a Sendoso Touch for Marketo
1. Select "Create New Touch."
2. Select the item you would like to send with this touch and move to the next step. Complete the send details step and move to the next step. On the touch details page, change the touch type to "Triggered sending based on integration." Select the funding source you'd like to send. Proceed to the next step.
3. On the next page, select Marketo as the integration type and select next.
4. On the next page, change the Marketo Integration Type to "Marketo Webhook." Next, you'll use the "Marketo Client Secret," "Marketo Client ID," and "Base URL" you received during Webhook setup. On the bottom of the page you'll receive the "Sendoso Touch ID." Copy the Sendoso Touch ID, you will need it during Flow Setup. Proceed to the next step.
5. On the next page, you can select who you would like to receive notifications. In addition to that, if your send contains a note to the recipient, you can create/edit the template on this page. Select "edit template with custom message." On this page, you can insert Marketo Variables to create a dynamic note.
6. The final step needed for a Marketo Triggered Touch will be to map how Sendoso will send data back to Marketo. This will correspond with the channel and program member statuses that were created during channel creation. Select next step and finish the remaining steps.
Creating a Marketo Flow for Sendoso
1. Click Marketing Activities and click into the Campaign (or create a new one) where you want to trigger a Sendoso mailer/gift:
2. Within the Campaign, click into the Flow:
3. Add a 'Change Date Value' and select the Attribute as Sendoso Touch ID:
4. Copy/Paste your Unique Touch ID from Sendoso into the New Value field:
*Note- each Sendoso Touch has its' own Touch ID. Each time you want to set up a different Marketo Webhook you'll need to Copy/Paste the specific Touch ID from Sendoso.
5. Add a 'Call Webhook' and select Sendoso:
That's it!
View ArticleClick here to view a short video on Marketo Webhook setup with Sendoso (8min)
Click here for setup instructions to set up a Marketo Flow Setting up a Marketo Authentication for Sendoso (this setup is a one-time process)
1. Click on Admin:
2. Click on LaunchPoint:
3. Click on New Service:
4. Enter in the New Service details:
Display Name: SendosoService: CustomDescription: SendosoAPI Only User: select your own user*
*Marketos REST APIs are authenticated with 2-legged OAuth 2.0. Client IDs and Client Secrets are provided by custom services that you define. Each custom service is owned by an API-Only user which has a set of roles and permissions which authorize the service to perform specific actions. An access token is associated witha single custom service. Access token expiration is independent of tokens associated with other custom services that may be present in an instance. To create a new API Only User, click here.
5. After creating, click on View Details:
6. Copy/Paste the Client ID and Client Secret into Sendoso:
7. The Base URL can be found by clicking Admin > Web Services:
8. Copy/Paste the REST API Endpoint URL(without the "/rest") into the Enter Base URL input box in Sendoso:
*Note- yours will most likely be different than the URL above.
Setting up a Marketo Custom Field for Sendoso(this setup is a one-time process)
There is one custom field necessary, this setup is a one-time process.
1. Click on Admin:
2. Click on Field Management:
3. Click on New Custom Field:
4. Enter in the below custom field details:
Type: StringName: Sendoso Touch IDAPI Name: sendosoTouchID
Setting up a Marketo Webhook for Sendoso(this setup is a one-time process)
1. Click on Admin:
2. Click on Webhooks:
3. Click on New Webhook:
4.Enter in the below Webhook details:
Webhook Name: SendosoURL: https://app.sendoso.com/api/v3/marketoRequest Type: Post
Request Token Encoding: JSON
The payload template is located here:
{ "send": { "lead_id": {{lead.id}}, "email": {{lead.Email Address}}, "name": {{lead.First Name}}, "last_name": {{lead.Last Name}}, "company_name": {{company.Company Name}}, "address": {{lead.address}}, "city": {{lead.city}}, "state": {{lead.state}}, "zip": {{lead.Postal Code}}, "country": {{lead.country}} }, "uuid": {{lead.Sendoso Touch ID}}, "key": "ENTER YOUR USER KEY HERE"}
To verify your payload is accurate, you can copy and paste it into this verifier tool https://jsonlint.com/
*Note - The template above assumes you are using the standard fields in Marketo. If you have custom fields for email, name, or mailing address data then please add them in or contact your Customer Success Manager at Sendoso for additional help.
The final webhook should look like this:
5. Add a Custom Header to the Webhook that you just created.
Click on Webhook Actions
Click on "Add"
Enter in "content-type" in the Header
Enter in "application/json" in the value
Setting up a Marketo Channel for Sendoso for Member Status'(this setup is a one-time process)
*This is optional but recommended. It will help you map the member status (i.e. shipped, delivered, etc)
1. Click to Admin and click on Tags
2. Click New Channel
3. Create a new Channel and call it Direct Mail.
Add Status for:
ProcessingShippedDeliveredUndeliverable
Click Create and that's it for now.
Complete! Now, your Webhook is complete and you are ready to call it in a Marketo Flow.
After completing everything above you can now use the Sendoso Touch ID and set up a Marketo Flow.
View ArticleCheck out our new Amazon sending experience with a design revamp and new functionality that offers more transparency of the Amazon sending process.
Selecting Touches
Touches within budget will be the only touches to appear; if all available touches are out of budget, an error message will display.
New Hub for all Send Details
View all of the send details in one place. See the item description, touch selected, recipient info, note and cost all within this hub.
See a detailed breakdown of cost before you click Send
After clicking Send, View the Steps in the Amazon Sending Process
You can preview each step in the sending process:
Amazon is Processing
Amazon has shipped to Sendosos warehouse
Delivered to Sendoso warehouse
Packaged up at Sendoso warehouse
Shipped from Sendoso warehouse
Delivered to recipient
View ArticleSendoso offers warehousing across the USA (Union City, Las Vegas, Louisville), in Canada (Montreal), and in Europe (London).There are many benefits from shipping intra-country and intra-Europe.
Benefits from Shipping USA to USA orCanada to Canada or UK to UK include:
No customs fees if custom gifts, swag, etc are purchased within the country and sent to our in-country warehouse.
If you are shipping gifts, swag, etc from USA to our Canada warehouse then customs fees are paid only once. Instead of paying customs on each individual shipment (direct-to-customer), a customs fee is paid once to get the goods into the country. Subsequent direct to Canadian customer shipments are free from this levy.
Eliminates the need to go through Customs on individual shipments
Using domestic ship-methods in Canada such as Canada Post, shipping times and costs to Canadian customers can be significantly reduced.
Some other things to consider if you are shipping from the US to our Canada warehouse or from the US to our UK warehouse:
Anything crossing the border will need an Importer of Record. Unfortunately, Sendosocannot act in this capacity.
You will need to clear customs, paying all applicable duties and freight prior to landing goods at our facilities.
Unfortunately, any goods arriving with duties or freight unpaid will be refused.
As usual, once you have coordinated your shipment, please create a ShipNotice to let us know the goods are on the way.
If you have additional questions about shipping goods across borders we recommend consulting customs experts:
Inexpress Cathy Battreall P: 480-405-6390 E: [email protected]
E-Shipper Mo Datoo P: 416-830-6519 E: [email protected]
View ArticleHere's a step by step guide to creating a touch within Sendoso!In addition, here's a 5-Minute Video walkthrough in you prefer :)
Step one: Log in and navigate to the Touches tab andclick on the "Create New Touch" option
best practice's guide
Step Two: Select the touch from a variety of options (Note: any physical items must be sent to our warehouse prior to creating the touch. Here's aon how to send items in)
Step Three: Follow the steps to complete the touch creation process. You may need to select items (physical sends) or options for different touches.
Step Four:You will need to fill in a few details on this page, below is a break down of each field:
Touch Name (Internal) -This is the display name that you want to be shown on the touch page
Display Name (for Sender) - Similar to the Touch Name (Internal), you can choose a different name to display to senders, we recommend changing the name of the touch so that it's clear to senders what this touch entails.
Touch Type - There are two different touch types:
Manual touches are the ones that you want your users to be able to send. These touches will be displayed in their "Send" tab and this is primarily used for one to one sends.
Triggered touches are sends that happen in the background and are hidden from users. For example, you can choose to set up a touch to trigger when an SFDC rule is met or when an Influitive reward is redeemed.
Charge Cost to -
Senders Balance - If you select to charge the sender's balance then we will automatically deduct and costs for this send from the user's individual account balance.
Funding Source - If you select to charge a funding source, then we will pull the costs for the send from the unused balance of the associated funding source.
Step Five: This step allows you to map the touch to a Salesforce campaign. This is optional but great for tracking information to track ROI and map Campaign Member Statuses to Sendoso Statuses. (Note: Custom Campaign Member statuses must be created first in the Salesforce Campaign page "Advanced Setup" section and the Campaign needs to be marked as "Active" in SFDC in order for it to show up in Sendoso).
Step Six: Done! All that's left is to assign this touch to groups. Remember, all touches must be assigned to groups in order to be used by "Regular" users.
View ArticlePart One: Amazon is Processing
Sendoso places an order to Amazon to have the item shipped to Sendoso's warehouse.
Sendoso charges the sender $15 for a "Shipping Hold" - The actual cost of shipping will be assessed once the item reaches the Sendoso warehouse and shipping label is created. The difference in cost will be refunded if it's less than $15 or charged to the sender if it's more than $15.
Part Two: Amazon has shipped
Amazon sends the item to Sendoso's Warehouse and provides a tracking number.
Part Three: Item Delivered to Sendoso Warehouse
Item is marked as delivered to Sendoso Warehouse by the Amazon tracking number.
Warehouse team prepares for processing the order.
Part Four: Writes Notes and Packing
Sendoso marks the item as received.
Amazon item is removed from Amazon packaging and placed in brand friendly packaging.
Handwritten note team writes the note and adds to package.
Typically a 48 hour processing phase.
Part Five: Shipped from Sendoso Warehouse
Warehouse team QA's the package and verifies everything is correct.
Label is created and tracking number provided to Sender.
Sendoso refunds the "Shipping Hold" and charges the actual cost of the shipping label.
Part Six: Packages Delivered
Follow up with recipient on send.
View ArticleAs an option for enhanced security, we can enable two factor authentication for your users when logging into Sendoso. Please contact your CSM or the Sendoso Solutions Engineer team at [email protected] to get this enabled for your account.
You will need either the Auth0 Guardian app or the Google Authenticator app for your phone.
Setting up Two Factor Authentication:
1. Log in at app.sendoso.com
2. You will then be given the chance to choose between two authenticator options:
You can either use the Google Authenticator App or download the Auth0 Guardian app. I recommend Auth0 Guardian app as it pushes a notification that you can accept.
3.Next, on the Auth0 Guardian app, select the + in the top right corner, then scan the QR code with your camera.
For Google Authenticator, the process is similar. Select the + in the top right corner and scan the QR code.
4.Next, the screen will display a code that you can safely record in the event that you lose your phone and need to reset your two factor authentication. That completes the 2FA setup - Auth0 Guardian will push a notification when you attempt to sign in and for Google Authenticator you will need to retrieve the code to sign in.
View ArticleSendoso and Eloqua are fully integrated so you can seamlessly trigger direct mail, handwritten notes, company swag, gift cards, eGifts, cupcakes and more - all from within Eloqua.
To get started, install the Eloqua App Cloud app here:
https://login.eloqua.com/Apps/Cloud/Admin/Catalog/Add/d731018d-6744-4795-a042-08977b0a55c2/8A-37-5A-1C-64-2B-78-CB-1D-EC-B0-C8-D1-25-9A-C7
Then, login to Sendoso and create a new Touch:
Next, select which Touch you want to trigger and then set that Touch Type to "Triggered":
Then select Eloqua:
Then sync Eloqua:
This will ask you to Login to Eloqua and Accept Sendoso's Eloqua AppCloud:
Now Sendoso has successfully been added to your Eloqua, map the required fields:
If your eGift has a custom message or your Touch has a handwritten note or printed-on-demand note, then configure the message and custom Eloqua variables:
Lastly, select who should receive notifications and click Next to finish:
Once you finished setup in Sendoso it's now time to login to Eloqua to complete setup.
After you've decided which Program or Campaign you want to integrate into Sendoso you'll notice the Sendoso Action Step at the bottom on the canvas:
Drag the Sendoso Action Step onto the canvas anywhere you want:
Then click on the Sendoso Action to configure it, and click on the pencil edit icon:
Lastly, select the Sendoso Touch you created in the first part of this setup guide from the Cloud Action Configuration dropdown. And that's it!
Now whenever the Sendoso Action step is triggered the Touch will be sent.
To track shipped/delivery notification you can review the Analytics section of Sendoso or wait for the email notifications.
If you have any questions, reach out to [email protected] and they can personally help you get all setup.
View ArticleSummary -
Whenever you want to send something to one of the Sendoso warehouses, you will need to create a "Ship Notice". Our warehouse receives hundreds of packages a day, so having a unique ship notice number on your shipping label is crucial for timely receiving of your items.
You will need a unique ship notice for EVERY shipment you send into our warehouse, please do not use the same ship notice numbers more than once. To get started, you will need to have Sendoso Manager access.
Note - If you do not already have products listed here, you will need to reach out to your customer success manager to create the products for you.
Here's a video of the entire process.
---
Step One -
Log in and click on the Inventory Tab, this view will give you a comprehensive view of all the products you have across our warehouses. You can use the Warehouse filter to narrow down the view to a specific warehouse location.
Step Two -
Click on the +Add Inventory button to get started with creating a shipping notice.
Select the items that you are planning on sending over, how many items, and the image for that product. If you are sending multiple items in the same shipment, then you can click on the "Add new item to this shipment" to include the additional items.
Quick note on product images:
If a photo is already associated with an item, that photo will appear in a small icon for review
Managers can choose to re-upload a different photo if they desire
If there is no photo associated with an item, then we will require a photo to be submitted before creating the shipping notice
If you do not see your item listed that you want to send us please contact your Customer Success Manager or email .
Last Step -
Once you click "Create Ship Notice" you'll get a pop-up with the relevant warehouse information and your unique ship notice number.
Make sure that you include the SN # on your shipping label so we cantrack and inventory your items quickly when they arrive in the warehouse.
** Please note that shipments sent without ship notices could take upwards of 2 weeks to get inventoried **
--Best Practices:
Include the ShipNotice # on the shipping label:
Include the ShipNotice # on the box:
Include the Item Name, SKU, and Quantity inside the box. If you are shipping multiple items together in the same box then use a plastic bag or separator to indicate which items are which.
View ArticleIf you ever need to reach us, feel free to call us or email us with the information below.
Sendoso HQ447 Battery, Floor 2San Francisco, CA 94111+1 (888) 717-3287
Sendoso Scottsdale6900 E Camelback Rd Suite 1100Scottsdale, AZ 85251+1 (888) 717-3287
For support inquiries - [email protected]
View ArticleUser can create eGift link by using following steps:
Click on Create New Touch or Edit Existing one
Salesforce Pardot instance
Select Touch type fromeGiftsfor example itsCoffeeand press Next
Fill out Send Details as per your choice and press next
Fill outTouch Detailsas following:
Fill out Touch Name
Select 'Triggered sending based on Integration' fromTouch Typedropdown
Choose your funding source
Fill out remaining details if you choose to and pressNext
SelectSalesforce Pardotand press Next.
Copy link button will appear. Press copy button and go to Pardot and add this link in your email templates
If you'd like to sync to Salesforce you can do so in Tracking section of setup.
Complete remaining steps if you'd like to sync to Salesforce and then click Finish to finish the touch creation.
Now go to Pardot
Create touch as described in first step of this guide
Copy link url using copy url button
Go towhere you have account registered with them and login
Add this url in your template
Send test email by clicking testing tab and selecting list
All recipients in list will then receive email with encrypted URL
Recipient of eGift can click on eGift link received in email and this should redirect them to the eGift page via Pardot server
Verify stats fromSendoso analyticspage, this should look like following
View ArticleHere's a list of a few common "Gotchas" that you may run into when using the Amazon integration. We support purchasing most items however you may run into the following issues:
1.Add-On Items:
If addon=true then display alert message;error will appear not allowing users to purchase add-on items
Error message:"Oops this product is an Add-on product and is not available to send via Sendoso.
Please click Search Again and find something new"
Link to example
Screenshot of example
2. Product availability:
If productisn'tavailable now (i.e. "Available/Ships on December 24th" ) use handling_days_max and set it to 5 days then display alert message
Error message:Oops this product is not in stock and Amazon expects delays in shipping so this is not available to send via Sendoso. Please click Search Again and find something new.
3. Multiple Buying Options:
If there is a See All Buying Options button then upon clicking on Sendoso buy button, display alert message
Error message:"Oops this productisn'tavailable via Amazon and is not available to send via Sendoso.
Please click Search Again and find something new."
Link to example
Screenshot of example
4. Items Ordered from Prime Pantry
We currently do not support items purchased from prime pantry
View ArticleTo give senders more flexibility, as a Manager, you can set up a Custom Bundle and let the sender decide on the items and quantities to be sent. This works perfectly if you are sending to a group of recipients or sending T-Shirts with various sizes.
1. Click on the Touches tab:
2. Click on Create New Touch:
3. Click on the BYO BOX option:
4. Name your BYO Box and warehouse also then select the items you want to be made available. You can also decide on if you want to pre-set the quantity or let the sender decide the quantity:
5. You can select touch type, charge the cost to senders balance or funding source, also add in Bundle Instructions if you have any specifics packaging requests:
6. You can also:-
Set the shipping method for the touch
If you want to allow the sender to select shipping method or notLimit the Quantity of the touch and few options more which can be seen in the below- mentionedscreenshot.
7. Once setup, senders will have the flexibility to checkbox which items they want to send and the quantities:
Please contact in case if you have any questions & queries about this article
View ArticleHey there!
To get started, make sure you're logged in. If not, login to Sendoso here.
Next, on the top right of the Menu bar, select Integrations or click here to go directly to the Integration page.
click here
Next, you'll see this page here:
First, Install the Salesforce app (via Chrome), you can also to install it.
Next,Go back to the Salesforce Integrations section in Sendoso and click "Sync Salesforce" and then enterin your Salesforce login credentials and click Allow.
That's it! Now you're all set up. Next time you're in Salesforce on any Lead or Contact record you'll see the Sendoso button at the top.
If you click it you can select what you'd like to send. The email address or mailing address will be automatically pulled in.
Once you send, you'll notice that it automatically logs an Activity. And also logs an activity if the eGift was opened or clicked and if the physically mailed item (direct mail, handwritten note, custom gift) was delivered.
And (optionally) adds that Lead/Contact as a Member of a Salesforce Campaign.
View ArticleQuestion: What type of paper does Sendoso print on?
Answer: 110 lb/ 14pt paper weight.
Question: Does Sendoso offer coating?
Answer: Yes, you can choose from premium gloss or matte Postal Protect laminate coating, designed to ensure your cards arrive in pristine condition.
Question: Where can I find Sendoso templates?
Answer: Click here
Question: Does Sendoso offer front and back, full-color printing?
Answer: Yes
Question: What direct mail options does Sendoso recommend?
Answer:
Postcards - 4.25" X 6" (Domestic - $1.07) (Int'l - $1.55)Postcards - 5.5" X 11.5"(Domestic - $1.89) (Int'l - $2.37)Folded Cards 5.5 X 8.5"(Domestic - $1.59) (Int'l - $2.07)Cards in Envelopes 5.5 X 8.5(Domestic - $1.52) (Int'l - $2.00)Brochures Trifold 8.5 X 11(Domestic - $2.04) (Int'l - $2.52)
Question: Does Sendoso offer variable data (i.e. first name, company, etc)?
Answer: Yes, These can be uploaded via CSV, dynamically inserted via Salesforce, or entered manually.
Question: How long does it take Sendoso to print and mail the direct mailers?
Answer: Same day or next day printed and mailed guaranteed.
Question:What are the minimum order amounts?
Answer: There are no minimums.
Question: Does Sendoso offer sustainable or green printing options?
Answer: Yes, all paper is SFI certified.
Question: Does Sendoso offer international direct mail?
Answer: Yes, Sendoso can mail anywhere in the world. International postage rates apply when mailing outside the USA.
Question: Whose return address is used on the direct mailer?
Answer: Yours. You can incorporate your return address into the artwork or leave it off. Return addresses are not required.
Why is my order taking so long? (For Sendoso Direct)
These orders are placed by our project manager, Paige Schall and we will usually loop her in if it has anything to do with a Sendoso Direct order. These can vary in shipping and delivery times depending on the vendor we use.
Can I cancel an order? Can I change my handwritten note? Can I update an address for my order?
The answer to all three of these is, yes we can as long as the order is still in processing. Once an order moves over to Shipped then it is too late to change it.
View ArticleWelcome to the Getting Started Guide for Standard/Regular Users. This guide will walk you through all the necessary components to get you sending with Sendoso in no time!
1. Integrations
First things first: Integrations. Click the Analytics page page to select the integrations to sync with your Sendoso Account.
Click here for a Salesforce integration walkthrough.
2. Send your first gift!
Click thepage, or send from any of our integrations. Select the Touch you would like to send. Touches are created by your Sendoso Manager.
For Physical Items, enter the mailing address and a note for the handwritten note.
For eGifts, enter in the recipients email address and a note to accompany the eGift.
Or, send with two clicks from your favorite tools like Salesforce.com:
3. View Tracking
View the status of your orders from the
View ArticleIf you have any Salesforce sync issues you can find a log of them all here.
The following is a list of status codes that are returned with a Salesforce sync error. Please review this error with your Salesforce Admin and if they cannot solve the issue for you then contact your Sendoso Customer Success Manager who can escalate the issue to tier 1 Salesforce support.
ALL_OR_NONE_OPERATION_ROLLED_BACK
The bulk operation was rolled back because one of the records wasn't processed successfully. See AllOrNoneHeader.
ALREADY_IN_PROCESS
Youcan'tsubmit a record that is already in an approval process. Wait for the previous approval process to complete before resubmitting a request with this record.
ASSIGNEE_TYPE_REQUIRED
Designate an assignee for the approval request (ProcessInstanceStep or ProcessInstanceWorkitem).
BAD_CUSTOM_ENTITY_PARENT_DOMAIN
The changes you are trying to makecan'tbe completed because changes to the associated master-detail relationshipcan'tbe made.
BCC_NOT_ALLOWED_IF_BCC_COMPLIANCE_ENABLED
Your client application blind carbon-copied an email address even though the orgs Compliance BCC Email option is enabled.This option specifies a particular email address that automatically receives a copy of all outgoing email. When this option is enabled, youcan'tBCC any other email address. To disable the option, log in to the user interface and from Setup, enterCompliance BCC Emailin theQuick Findbox, then selectCompliance BCC Email.
BCC_SELF_NOT_ALLOWED_IF_BCC_COMPLIANCE_ENABLED
Your client application blind carbon-copied the logged-in users email address even though the orgs BCC COMPLIANCE option is set to true. This option specifies a particular email address that automatically receives a copy of all outgoing email. When this option is enabled, youcan'tBCC any other email address. To disable the option, log in to the user interface and from Setup, enterCompliance BCC Emailin theQuick Findbox, then selectCompliance BCC Email.
CANNOT_CASCADE_PRODUCT_ACTIVE
An update to a product caused by a cascade can't be done because the associated product is active.
CANNOT_CHANGE_FIELD_TYPE_OF_APEX_REFERENCED_FIELD
You can't change the type of a field that is referenced in an Apex script.
CANNOT_CREATE_ANOTHER_MANAGED_PACKAGE
You can create only one managed package in an org.
CANNOT_DEACTIVATE_DIVISION
You can't deactivate Divisions if an assignment rule references divisions or if theDefaultDivisionfield on a user recordisn'tset to null.
CANNOT_DELETE_LAST_DATED_CONVERSION_RATE
If dated conversions are enabled, you must have at least one DatedConversionRate record.
CANNOT_DELETE_MANAGED_OBJECT
You can't modify components that are included in a managed package.
CANNOT_DISABLE_LAST_ADMIN
You must have at least one active administrator user.
CANNOT_ENABLE_IP_RESTRICT_REQUESTS
If you exceed the limit of five IP ranges specified in a profile, you can't enable restriction of login by IP addresses. Reduce the number of specified ranges in the profile and try the request again.
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY
You do not have permission to create, update, or activate the specified record.
CANNOT_MODIFY_MANAGED_OBJECT
You can't modify components that are included in a managed package.
CANNOT_RENAME_APEX_REFERENCED_FIELD
You can't rename a field that is referenced in an Apex script.
CANNOT_RENAME_APEX_REFERENCED_OBJECT
You can't rename an object that is referenced in an Apex script.
CANNOT_REPARENT_RECORD
You can't define a new parent record for the specified record.
CANNOT_RESOLVE_NAME
AsendEmail()call could not resolve an object name.
CANNOT_UPDATE_CONVERTED_LEAD
A converted lead could not be updated.
CANT_DISABLE_CORP_CURRENCY
Youcan'tdisable the corporate currency for an org. To disable a currency that is set as the corporate currency, first use the user interface to change the corporate currency to a different currency. Then disable the original currency.
CANT_UNSET_CORP_CURRENCY
Youcan'tchange the corporate currency for an org from the API. Use the user interface to change the corporate currency.
CHILD_SHARE_FAILS_PARENT
If youdon'thave appropriate permissions on a parent record, youcan'tchange the owner of or define sharing rules for a child record. For example, youcan'tchange the owner of a contact record if youcan'tedit its parent account record.
CIRCULAR_DEPENDENCY
You can't create a circular dependency between metadata objects in your org. For example, public group A can't include public group B, if public group B already includes public group A.
COMMUNITY_NOT_ACCESSIBLE
You do not have permission to access the community that this entity belongs to. You must be given permission to access the community before you can access this entity.
CUSTOM_CLOB_FIELD_LIMIT_EXCEEDED
You can't exceed the maximum size for a CLOB field.
CUSTOM_ENTITY_OR_FIELD_LIMIT
You have reached the maximum number of custom objects or custom fields for your org.
CUSTOM_FIELD_INDEX_LIMIT_EXCEEDED
You have reached the maximum number of indexes on a field for your org.
CUSTOM_INDEX_EXISTS
You can create only one custom index per field.
CUSTOM_LINK_LIMIT_EXCEEDED
You have reached the maximum number of custom links for your org.
CUSTOM_METADATA_LIMIT_EXCEEDED
Your org has reached its custom metadata maximum limit.
CUSTOM_SETTINGS_LIMIT_EXCEEDED
Your org has reached its custom settings maximum limit.
CUSTOM_TAB_LIMIT_EXCEEDED
You have reached the maximum number of custom tabs for your org.
DELETE_FAILED
You can't delete a record because it is in use by another object.
DEPENDENCY_EXISTS
You can't perform the requested operation because of an existing dependency on the specified object or field.
DUPLICATE_CASE_SOLUTION
You can't create a relationship between the specified case and solution because it already exists.
DUPLICATE_CUSTOM_ENTITY_DEFINITION
Custom object or custom field IDs must be unique.
DUPLICATE_CUSTOM_TAB_MOTIF
You can't create a custom object or custom field with a duplicate master name.
DUPLICATE_DEVELOPER_NAME
You can't create a custom object or custom field with a duplicate developer name.
DUPLICATES_DETECTED
Duplicate records have been detected. Used for an Error object with a data type of DuplicateError.
DUPLICATE_EXTERNAL_ID
A user-specified external ID matches more than one record during an upsert.
DUPLICATE_MASTER_LABEL
You can't create a custom object or custom field with a duplicate master name.
DUPLICATE_SENDER_DISPLAY_NAME
AsendEmail()call could not choose between OrgWideEmailAddress.DisplayNameorsenderDisplayName. Define only one of the two fields.
DUPLICATE_USERNAME
A create, update, or upsert failed because of a duplicate user name.
DUPLICATE_VALUE
Youcan'tsupply a duplicate value for a field that must be unique. For example, youcan'tsubmit two copies of the same session ID in ainvalidateSessions()call.
EMAIL_ADDRESS_BOUNCED
Emails to one or more recipients have bounced. Check the email addresses to make sure that they are valid.
EMAIL_NOT_PROCESSED_DUE_TO_PRIOR_ERROR
Because of an error earlier in the call, the current email was not processed.
EMAIL_OPTED_OUT
A single email message was sent with theREJECTsetting in theoptOutPolicyfield to recipients that have opted out from receiving email. To avoid this error, set theoptOutPolicyfield to another value.
EMAIL_TEMPLATE_FORMULA_ERROR
The email template is invalid andcan'tbe rendered. Check the template for incorrectly specified merge fields.
EMAIL_TEMPLATE_MERGEFIELD_ACCESS_ERROR
Youdon'thave access to one or more merge fields in this template. To request access, contact your Salesforce administrator.
EMAIL_TEMPLATE_MERGEFIELD_ERROR
One or more merge fieldsdon'texist. Check the spelling of field names.
EMAIL_TEMPLATE_MERGEFIELD_VALUE_ERROR
One or more merge fields have no value. To provide values, update the records before sending the email.
EMAIL_TEMPLATE_PROCESSING_ERROR
The merge fields in this email templatecan'tbe processed. Ensure that your template body is valid.
EMPTY_SCONTROL_FILE_NAME
The Scontrol file name was empty, but the binary was not empty.
ENTITY_FAILED_IFLASTMODIFIED_ON_UPDATE
If the value in a recordsLastModifiedDatefield is later than the current date, youcan'tupdate the record .
ENTITY_IS_ARCHIVED
If a record has been archived, youcan'taccess it.
ENTITY_IS_DELETED
Youcan'treference an object that has been deleted. This status code occurs only in API version 10.0 and later. Previous releases of the API useINVALID_ID_FIELDfor this error.
ENTITY_IS_LOCKED
Youcan'tedit a record that is locked by an approval process.
ENVIRONMENT_HUB_MEMBERSHIP_CONFLICT
Youcan'tadd an org to more than one Environment Hub.
ERROR_IN_MAILER
An email address is invalid, or another error occurred during an email-related transaction.
FAILED_ACTIVATION
The activation of a Contract failed.
FIELD_CUSTOM_VALIDATION_EXCEPTION
You can't define a custom validation formula that violates a field integrity rule.
FIELD_FILTER_VALIDATION_EXCEPTION
You can't violate field integrity rules.
FILTERED_LOOKUP_LIMIT_EXCEEDED
The creation of the lookup filter failed because it exceeds the maximum number of lookup filters allowed per object.
HTML_FILE_UPLOAD_NOT_ALLOWED
Your attempt to upload an HTML file failed. HTML attachments and documents, including HTML attachments to a Solution, can't be uploaded if theDisallow HTML documents and attachmentscheckbox is selected on the HTML Documents and Attachments Settings page.
IMAGE_TOO_LARGE
The image exceeds the maximum width, height, and file size.
INACTIVE_OWNER_OR_USER
The owner of the specified item is an inactive user. To reference this item, either reactivate the owner or reassign ownership to another active user.
INSERT_UPDATE_DELETE_NOT_ALLOWED_DURING_MAINTENANCE
Starting with version 32.0, youcan'tcreate, update, or delete data while the instance where your org resides is being upgraded to the latest release. Try again after the release has completed. For release schedules, see trust.salesforce.com. Before version 32.0, the code isINVALID_READ_ONLY_USER_DML.
INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY
An operation affects an object that is cross-referenced by the specified object, but the logged-in user doesnt have sufficient permissions on the cross-referenced object. For example, a logged-in user attempts to modify an account record, and the update creates a ProcessInstanceWorkitem. If the user doesnt have permission to approve, reject, or reassign the ProcessInstanceWorkitem, this exception occurs.
INSUFFICIENT_ACCESS_OR_READONLY
Youcan'tperform the specified action because youdon'thave sufficient permissions.
INVALID_ACCESS_LEVEL
Youcan'tdefine a new sharing rule that provides less access than the specified org-wide default.
INVALID_ARGUMENT_TYPE
You supplied an argument that is of the wrong type for the operation being attempted.
INVALID_ASSIGNEE_TYPE
You specified an assignee type that is not a valid integer between one and six.
INVALID_ASSIGNMENT_RULE
You specified an assignment rule that is invalid or thatisn'tdefined in the org.
INVALID_BATCH_OPERATION
The specified batch operation is invalid.
INVALID_CONTENT_TYPE
The outgoing email has anEmailFileAttachment with an invalidcontentTypeproperty. See RFC2045 - Internet Message Format.
INVALID_CREDIT_CARD_INFO
The specified credit card information is not valid.
INVALID_CROSS_REFERENCE_KEY
The specified value in a relationship field is not valid, or data is not of the expected type.
INVALID_CROSS_REFERENCE_TYPE_FOR_FIELD
The specified cross-reference type is not valid for the specified field.
INVALID_CURRENCY_CONV_RATE
Specify a positive, non-zero value for the currency conversion rate.
INVALID_CURRENCY_CORP_RATE
Youcan'tmodify the corporate currency conversion rate.
INVALID_CURRENCY_ISO
The specified currency ISO code is not valid.
INVALID_EMAIL_ADDRESS
A specified email address is invalid.
INVALID_EMPTY_KEY_OWNER
You can't set the value forownerto null.
INVALID_EVENT_SUBSCRIPTION
Invalid parameters were specified when subscribing to an event.
INVALID_FIELD
You specified an invalid field name when trying to update or upsert a record.
INVALID_FIELD_FOR_INSERT_UPDATE
You can't combine a person account record type change with any other field update.
INVALID_FIELD_WHEN_USING_TEMPLATE
You can't use an email template with an invalid field name.
INVALID_FILTER_ACTION
The specified filter action can't be used with the specified object. For example, an alert is not a valid filter action for a Task.
INVALID_ID_FIELD
The specified ID field (ID,ownerId), or cross-reference field is invalid.
INVALID_INET_ADDRESS
A specified Inet address is not valid.
INVALID_LINEITEM_CLONE_STATE
Youcan'tclone a Pricebook2 or PricebookEntry record thatisn'tactive.
INVALID_MASTER_OR_TRANSLATED_SOLUTION
The solution is invalid. For example, this exception occurs if you try to associate a translated solution with a master solution thats associated with another translated solution.
INVALID_MESSAGE_ID_REFERENCE
The outgoing email's References or In-Reply-To fields are invalid. These fields must contain valid Message-IDs. See RFC2822 - Internet Message Format.
INVALID_OPERATION
There is no applicable approval process for the specified object.
INVALID_OPERATOR
The specified operator is not applicable for the field type when used as a workflow filter.
INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST
You specified an invalid or null value for a restricted picklist.
INVALID_PARTNER_NETWORK_STATUS
The specified partner network status is invalid for the specified template field.
INVALID_PERSON_ACCOUNT_OPERATION
You can't delete a person account.
INVALID_READ_ONLY_USER_DML
Version 31.0 and earlier: Youcan'tcreate, update, or delete data while the instance where your org resides is being upgraded to the latest release. Try again after the release has completed. For release schedules, see trust.salesforce.com. After version 31.0, the code isINSERT_UPDATE_DELETE_NOT_ALLOWED_DURING_MAINTENANCE.
INVALID_SAVE_AS_ACTIVITY_FLAG
Specifytrueorfalsefor thesaveAsActivityflag.
INVALID_SESSION_ID
The specified sessionId is malformed (incorrect length or format) or has expired. Log in again to start a new session.
INVALID_STATUS
The specified org status change is not valid.
INVALID_TYPE
The specified type is not valid for the specified object.
INVALID_TYPE_FOR_OPERATION
The specified type is not valid for the specified operation.
INVALID_TYPE_ON_FIELD_IN_RECORD
The specified value is not valid for the specified field's type.
IP_RANGE_LIMIT_EXCEEDED
The specified IP address is outside the IP range specified for the org.
JIGSAW_IMPORT_LIMIT_EXCEEDED
The number of records you attempted to purchase fromData.com exceeds your available record addition limit.
LICENSE_LIMIT_EXCEEDED
You have exceeded the number of licenses assigned to your org.
LIGHT_PORTAL_USER_EXCEPTION
You attempted an action with a high-volume portal user that's not allowed. For example, trying to add the user to a case team.
LIMIT_EXCEEDED
You have exceeded a limit on a field size or value, license, or other component.
LOGIN_CHALLENGE_ISSUED
An email containing a security token was sent to the users email address because the user logged in from an untrusted IP address. The usercan'tlog in until tthe security token is added to the end of the password.
LOGIN_CHALLENGE_PENDING
The user logged in from an untrusted IP address, but a security token has not yet been issued.
LOGIN_MUST_USE_SECURITY_TOKEN
The user must add a security token to the end of the password to log in.
MALFORMED_ID
An ID must be either 15 characters, or 18 characters with a valid case-insensitive extension. There is also an exception code of the same name.
MANAGER_NOT_DEFINED
A manager has not been defined for the specified approval process.
MASSMAIL_RETRY_LIMIT_EXCEEDED
A mass mail retry failed because your org has exceeded its mass mail retry limit.
MASS_MAIL_LIMIT_EXCEEDED
The org has exceeded its daily limit for mass email. Mass email messages can't be sent again until the next day.
MAXIMUM_CCEMAILS_EXCEEDED
You have exceeded the maximum number of specified CC addresses in a workflow email alert.
MAXIMUM_DASHBOARD_COMPONENTS_EXCEEDED
You have exceeded the document size limit for a dashboard.
MAXIMUM_HIERARCHY_LEVELS_REACHED
You have reached the maximum number of levels in a hierarchy.
MAXIMUM_SIZE_OF_ATTACHMENT
You have exceeded the maximum size of an attachment.
MAXIMUM_SIZE_OF_DOCUMENT
You have exceeded the maximum size of a document.
MAX_ACTIONS_PER_RULE_EXCEEDED
You have exceeded the maximum number of actions per rule.
MAX_ACTIVE_RULES_EXCEEDED
You have exceeded the maximum number of active rules.
MAX_APPROVAL_STEPS_EXCEEDED
You have exceeded the maximum number of approval steps for an approval process.
MAX_FORMULAS_PER_RULE_EXCEEDED
You have exceeded the maximum number of formulas per rule.
MAX_RULES_EXCEEDED
You have exceeded the maximum number of rules for an object.
MAX_RULE_ENTRIES_EXCEEDED
You have exceeded the maximum number of entries for a rule.
MAX_TASK_DESCRIPTION_EXCEEDED
The task description is too long.
MAX_TM_RULES_EXCEEDED
You have exceeded the maximum number of rules per Territory.
MAX_TM_RULE_ITEMS_EXCEEDED
You have exceeded the maximum number of rule criteria per rule for a Territory.
MERGE_FAILED
A merge operation failed.
MISSING_ARGUMENT
You did not specify a required argument.
NONUNIQUE_SHIPPING_ADDRESS
You can't insert a reduction order item if the original order shipping address is different from the shipping address of other items in the reduction order.
NO_APPLICABLE_PROCESS
Aprocess()request failed because the record submitted does not satisfy the entry criteria of any active approval processes for which the user has permission.
NO_ATTACHMENT_PERMISSION
Your org does not permit email attachments.
NO_INACTIVE_DIVISION_MEMBERS
You can't add members to an inactive Division.
NO_MASS_MAIL_PERMISSION
Youdon'thave permission to send the email. You must have Mass Email to send mass mail or Send Email to send individual email.
NUMBER_OUTSIDE_VALID_RANGE
The number specified is outside the valid range of values.
NUM_HISTORY_FIELDS_BY_SOBJECT_EXCEEDED
The number of history fields specified for the sObject exceeds the allowed limit.
OP_WITH_INVALID_USER_TYPE_EXCEPTION
The operation you attempted can't be performed for one or more users. For example, you can't add high-volume portal users to a group.
OPTED_OUT_OF_MASS_MAIL
An email can't be sent because the specified User has opted out of mass mail.
PACKAGE_LICENSE_REQUIRED
The logged-in usercan'taccess an object that is in a licensed package without a license for the package.
PORTAL_USER_ALREADY_EXISTS_FOR_CONTACT
A create User operation failed because you can't create a second portal user under a Contact.
PRIVATE_CONTACT_ON_ASSET
Youcan'thave a private contact on an asset.
RECORD_IN_USE_BY_WORKFLOW
Youcan'taccess a record thats in use by a workflow or approval process.
REQUEST_RUNNING_TOO_LONG
A request that has been running too long is canceled.
REQUIRED_FIELD_MISSING
A call requires a field that was not specified.
SELF_REFERENCE_FROM_TRIGGER
You can't recursively update or delete the same object from an Apex trigger. This error often occurs when:
You try to update or delete an object from within its before trigger.
You try to delete an object from within its after trigger.
This error occurs with both direct and indirect operations. The following is an example of an indirect operation:
A request is submitted to update Object A.
Abeforeupdatetrigger on object A creates an object B.
Object A is updated.
Anafterinserttrigger on object B queries object A and updates it. This update is an indirect update of object A because of the before trigger of object A, so an error is generated.
SHARE_NEEDED_FOR_CHILD_OWNER
If a parent record has a child record that needs a sharing rule, youcan'tdelete the sharing rule for the parent record.
SINGLE_EMAIL_LIMIT_EXCEEDED
(API version 18.0 and later) The org has exceeded its daily limit for individual emails. Individual email messagescan'tbe sent again until the next day.
STANDARD_PRICE_NOT_DEFINED
Custom prices can't be defined without corresponding standard prices.
STORAGE_LIMIT_EXCEEDED
You have exceeded your orgs storage limit.
STRING_TOO_LONG
The specified string exceeds the maximum allowed length.
TABSET_LIMIT_EXCEEDED
You have exceeded the number of tabs allowed for a tabset.
TEMPLATE_NOT_ACTIVE
The template specified is unavailable. Specify another template or make the template available for use.
TERRITORY_REALIGN_IN_PROGRESS
An operation can't be performed because a territory realignment is in progress.
TEXT_DATA_OUTSIDE_SUPPORTED_CHARSET
The specified text uses a character set that is not supported.
TOO_MANY_APEX_REQUESTS
Too many Apex requests have been sent. This error is transient. Resend your request after a short wait.
TOO_MANY_ENUM_VALUE
A request failed because too many values were passed in for a multi-select picklist. You can select a maximum of 100 values for a multi-select picklist.
TRANSFER_REQUIRES_READ
You can't assign the record to the specified User because the user does not have read permission.
UNABLE_TO_LOCK_ROW
A deadlock or timeout condition has been detected.
A deadlock involves at least two transactions that are attempting to update overlapping sets of objects. If the transaction involves a summary field, the parent objects are locked, making these transactions especially prone to deadlocks. To debug, check your code for deadlocks and correct. Deadlocks are generally not the result of an issue with Salesforce operations.
A timeout occurs when a transaction takes too long to complete, for example, when replacing a value in a picklist or changing a custom field definition. The timeout state is temporary. No corrective action is needed.
If an object in a batchcan'tbe locked, the entire batch fails with this error. Errors with this status code contain the IDs of the records that couldnt be locked, when available, in the error message.
UNAVAILABLE_RECORDTYPE_EXCEPTION
The appropriate default record type could not be found.
UNDELETE_FAILED
An object could not be undeleted because it does not exist or has not been deleted.
UNKNOWN_EXCEPTION
The system encountered an internal error. Report this problem to Salesforce.
View ArticleHey there!
To get started, make sure you're logged in. If not, login to Sendoso here.
Next,enable the Sendoso application in the SalesLoftintegration page:
Next,create or add the Sendoso step into any cadence in Salesloft. Click on the Sendoso step and click "Next"
Next,type a name for the Cadence step and any instructions. Then click "Add Step"
Next,add people to the cadence and click "Due" button when the cadence is ready to send
Next,when you click "Due", a Sendoso popup will appear to send
Last step, once you send the Sendoso touch, it will automatically mark it as complete in Salesloft.
View ArticleWith the Sendoso integration with Outreach you can send physical gifts and eGifts within Outreach.
KEY FEATURES:
1. Send eGifts from Sendoso Chrome Extension or from your Outreach EmailAfter installing the integration, use Sendoso to send eGifts immediately - directly from your Outreach email
2. Use Filters to Manage the Sendoso Activity You SeeSendoso will post events directly into your Outreach activity feed so you can track the status of your gift without ever leaving Outreach
3. Trigger Off Package DeliveryAfter your package is delivered, use Outreach triggers to add your prospect to a follow-up sequence
4. Manage the Sendoso Application in OutreachIn the Outreach Org settings, admins can now manage your company's use of the integration by selecting which Sendoso events you choose to feed into Outreach
SETUP GUIDE:
To get started, make sure you're logged in. If not, login to Sendoso here. Please ensure you are logged into your individual Sendoso account to utilize it within your email.
Next, ensure your Admin has enabled Sendoso in Outreach. Click on Settings.
click here
Then Click Org and scroll down to Sendoso. Click Learn More.
Click Install.
Confirm Install.
NOTE: If this didn't occur for you, check to see if you are receiving this message in red that says "Error: Click settings to complete setup" If you are seeing this, then click on "External App Settings" to finish the setup.
In Org tab, it should now say Installed.
Next,on the top Menu bar, select Integrations or click here to go directly to the Integration page.
Next,click into the Outreach integration option:
Next,Click on Install Outreach.io App (via Chrome), you can click here to install it.
Next,Install the Sendosoapp (via Chrome), you canto install it.
Next,login to Outreach or refresh the tab/window to see the Sendoso buttons. Note - if they don't appear then you'll need to close your browser and re-open it.
HELP GUIDE:
You can click on either Sendoso icon to chose an option to send.
E-Gift send from Prospects View,you can send an e-gift link directly into your emails via Prospects page.
Activity Tracking,you can drill into Activity to filter Sendoso activities and status of your sends. This will show you when a physical send has been delivered or when an e-gift has been opened and redeemed.
Sendoso Events can Trigger Sequences
You can also create a new Trigger to Trigger a Sequence off of a Sendoso event. Choose from any physical or eGift status event like "eGift Sent" or "Gift Delivered" and when that status changes in Outreach, it can trigger the prospect into the desired sequence.
Bonus: If you set up the Salesforce integration then when you send out of Outreach it will log Activities and tag to Salesforce Campaigns automatically!
View ArticleThis app will allow users to use the Sendoso chrome extension within Salesforce. The app contains a button for classic page layouts and a component for lightning page layouts. Following are the steps to add this app to these two page layouts.
Install (Needs to be done by a SFDC Admin)
1. Ensure you are synced to Salesforce within your Sendoso account
http://salesforce.vidyard.com/watch/oFQ26FCXPVOA90xZaVDDjA
2. Then go to this link to Install the App https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002Waoi
Decide who you'd like to have access by choosing Install for Admins Only, for All Users or for Specific Profiles.
Setup
Setup must be done by a SFDC Admin
Lightning version
This is the same process for Lead Object or Contact Object.
1. Click the gear in the upper right hand corner and then click Service Setup
2. Then go to Object Manager and Click on Contact object or Lead object (you will need to go through this setup twice if you'd like the app to appear in both objects)
3. Next chooseLightning Record Pages
4. Create new lightning page by selecting New
5. Select Record Page
6. Name the Label and select your Object
7. Select the layout, it is entirely your preference
8. Scroll down to Custom Managed on the left nav bar until you see Sendoso
(Don't see Sendoso listed? You may need to register the domain, scroll down to "Register Domain" section of this document for setup details)
9. Drag Sendoso to the "Add Component(s) Here screen.
If you are new to component builder, peruse the left nav bar for more components to add like Record Detail and Activities
10. Click Save and setup is done!
11. The app should appear like this when you go to a Contact or Lead page. (Reminder: You need to complete setup for both Contact and Lead separately)
12. When you click on the blue Sendoso button from the app, it should trigger the chrome extension where you can complete the process of selecting a touch and sending to the contact/lead.
REGISTER DOMAIN
If the Sendoso app is not appearing in Step 8, please follow these steps created in this video by Salesforce to help you register the domain which should then enable the app to appear for you in Step 8.
View ArticleYou can set up triggers to automate sending direct mail or eGifts via Salesforce. You can set up triggers based on a contact/lead being added to a Salesforce Campaign or based on a Salesforce field update.
1. To get started, click on the Touches tab on the top left and then click the orange box "Create New Touch":
2. Select what you plan on sending from Touch Offerings and then hit Next Step on the bottom right:
3. Enter in the Touch name and details and select 'Trigger sending based on Integration':
4. After clicking Next then click on Salesforce:
5. There are two options for triggering Touches.You can set up triggers based on a contact/lead being added to a Salesforce Campaign or based on a Salesforce field update.
6. If you select "Member added to a Salesforce Campaign" then you can select which Campaign and what Campaign Member Status:
Or.... You can select the "Salesforce field" and then select which SFDC object and field will trigger the Touch:
7. Next, you can map the Salesforce fields to Sendoso:
NOTE: You must map email for status notifications to update.
8. If you are including a custom printed-on-demand (POD) notecard or a custom handwritten note then you can write out the message and customize the message with custom variables inserted from Salesforce:
9. You can specify who receives the delivery email alerts and who receives the errors if a trigger fails:
10. Lastly, you can select which Salesforce Campaign and Member Status' are updated when items are processing, shipped, delivered, undeliverable, or failed:
If you need any help or have questions send your Customer Success Manager an email or ping us at [email protected].
View ArticleHey there!
Sendoso allows you to Sync all sending activity to Salesforce via automatically logging all Activity and also adding recipients (Leads/Contacts) to a Salesforce Campaign for additional tracking purposes.
In this Help Guide, you'll learn how to set up a Touch that is synced to Salesforce. Regular Users that you add to your Sendoso team can get set up with this Regular User Salesforce Setup guide.
To get started, make sure you're logged in. If not, login to Sendoso here.
Next, on the top left, select Touchesor click here to go directly to the Touchespage.
click here
Next,click on Create New Touch.
Next, follow the steps until you get to the Tracking section. Scroll to the bottom and you'll see the Salesforce Tracking setup section.
Next, follow the instructions, when asked to Sync Salesforce you'll see a popup that looks like this:
Next, after syncing Salesforce you can select which Salesforce Campaign to want to sync that Touch with.
Once set up,it automatically logs all Activity. Itlogs an activity whenever anything is sent, and additionally if the eGift was opened or clicked and if the physically mailed item (direct mail, handwritten note, custom gift) was delivered. Sendoso always uses the same syntax below so you can create Salesforce reports easily.
Sendoso also adds each recipient (Lead/Contact) as a Member of a Salesforce Campaign in "Sent" status. Then if the eGift is opened, clicked or used it changes the status to "Opened, Clicked and Used" and if the physically mailed item (direct mail, handwritten note, custom gift) was delivered it changes status to "Delivered."
Additionally, Sendoso also automatically updates the Campaign fields for "Actual Cost in Campaign" with the sum of the actual cost of all items sent in that Touch and also updates the "Num Sent in Campaign" field.
If you want to test out the Salesforce integration and Sync make sure you've completed the steps above and also set up access to that Touch in the Teams section.
First, Install the Salesforce app (via Chrome), you can also to install it.
That's it! Now you're all set up. In Salesforce on any Lead or Contact record, you'll see the Sendoso button at the top.
If you click it you can select what you'd like to send. The email address or mailing address will be automatically pulled in. After clicking 'Send,' refresh the Salesforce page to see the logged Activity and logged Campaign member.
View ArticleThis is a document explaining how to connect an Okta Client's SAML Login to our login.
Instructions
Connect with your CSM and pick out a unique connection name like your company domain name or the User ID of the team owner. This will be the name of the connection that will be used in the callback link and the Sendoso system.
Go through the process of setting up Sendoso as a new application in your settings.
Configuring Okta
Log in to your Okta account. If you don't already have one, you will need to create one.
On the general Okta dashboard, clickAdmin. This takes you to the Okta Admin Dashboard.
Using the list of shortcuts at the right-hand side of the screen, clickAdd Applications.
On theAdd Applicationpage, selectCreate New App.
On theCreate a New Application Integrationpop-up window, select thePlatformfor your application, and chooseSAML 2.0as theSign on method. ClickCreateto proceed.
You will now create your SAML integration. On theGeneral Settingspage, provide the following:
App name: Sendoso
App logo:
App visibility: select whether you want your users to see your application icon and in what settings.
ClickNextto proceed.
Next, you will see theSAML Settingspage. Enter the following values into the appropriate fields:
Single sign on URL:https://sendosoprod.auth0.com/login/callback?connection=YOUR_CONNECTION_NAME
Audience URI (SP Entity ID):urn:auth0:sendosoprod:YOUR_CONNECTION_NAME
You will also need to add the followingAttribute Statement:
Name: email
Name format(optional): Unspecified
Value: ${user.email}
At this point, you can clickPreview the SAML Assertionto generate XML you can use to verify that your provided settings are correct.
ClickNextto proceed.
Lastly, answerAre you a customer or partner?by selectingI'm an Okta customer adding an internal app. ClickFinish.
You'll be directed to theSign Onpage for your newly-created app. Click onView Setup Instructionsto complete the process.
Take note of theIdentity Provider Single Sign-On URL, and download a copy of the X.509 Certificate - send it to you/product team!
This is the certificate Sendoso requires to verify your users identity during the sign on process.
Set up and test SSO
Once the Sendoso team has this following information, it will enable your account for SSO. Once activated, you will be notified by the Sendoso team. Once completed, this is a sample login page your users will see, with the password field removed:
Get in touch: Email or your account representative with the title "SSO Support Requested". In the body, you can optionally include any details such as timelines, specifics of your SSO provider, or other information you find pertinent to the setup. You should receive a response back from the SSO support team within 24 hours.
Commonly Asked QuestionsDo you support SSO providers like Okta and OneLogin?
Yes, we support Okta and OneLogin.
Do you support auto-provisioning of users?
Not yet! Coming soon...
View ArticleYou can set up advanced Salesforce validation rules for situations where you only want the Touch to show up or not show to senders based on Salesforce Lead/Contact/Account/Opportunity data. For example, you may only want the sales team to be able to send a Premium Finance Industry eBook to Leads that have the Industry field = Finance. Or you may only want to send an expensive swag kit to existing customers. There's a lot of use cases and we can help you identify and set up advanced touch settings.
1. Create a new Touch and then click on +Additional Details:
2. After syncing Salesforce you can then decide if you want the Touch to ONLY display or DO NOT display:
3. Next, select which Salesforce Object you want to set the validation criteria on:
4. You can also include Logic like AND and OR to have even more advanced Salesforce validation rules.
Additional Best Practices:
- You cannot use commas in the Input Field (i.e. "prospect, customer")
Let us know if you have any questions or need help!
View ArticleSendoso can automatically add Salesforce contacts and leads to Campaigns and automatically update their member status when items are sent and delivered.
To set this up, log in to Salesforce, click on the Campaigns tab, and then create a new Campaign.
Then, after completing the basics (Name, Type, etc) click on the Advanced Setup button.
From the Advanced Setup page, you can now add in the custom Member Status' that correlate to your Campaign. At a minimum we suggest having status' for Sent, Delivered, and Responded.
Once you've saved the Campaign settings, log back into Sendoso.com and set up a new Touch.
When you're creating the new Touch, once you get to the Salesforce Tracking section you can enter in your Salesforce Campaign name and the preferred Member Status' for when something is sent and delivered.
For eGifts:
For direct mail sends:
You can also map out extra fields from Sendoso into Salesforce too:
For eGifts:
For direct mail sends:
And that's it!
View ArticleIf you are unable to sign into our chrome extension or widget but are able to sign in to Sendoso.com, there might be an issue with your chrome settings.
To resolve this, can you go here:
1. chrome://settings/
2. Click on Content Settings
3. Navigate to "Cookies" and then toggle Block Third Party Cookies "OFF".
Video guide here
View ArticleWe've compiled a quick list of common errors and how to troubleshoot if you are experiencing any issues with your Salesforce Sync or a Triggered Salesforce touch.
Quick note: we sync activities every 20-30 minutes
Why Didn't My Activity Sync?
A few things to check if your activity didn't get synced to Salesforce
1. Are you synced to Salesforce?
You can navigate to this page to confirm, https://sendoso.com/integrations/salesforce
If you are synced, then you should see the green text, "Salesforce successfully synchronized". This process Oauth's your Salesforce account to Sendoso in order to allow us to post activities for you.
These are the fields that we update within Salesforce:
If activities are not posting, then it's best to see if you have any Salesforce workflow rules preventing certain activities from getting added.
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2. Are you sending it from Sendoso.com?
If you are initiating the send from Sendoso.com, then you MUST add in the recipient's email address (as listed in Salesforce) in order for us to be able to sync it back to thecontact/lead record in Salesforce.
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Why Didn't Salesforce Triggered Touch Work?
Here are some common ways to troubleshoot your Salesforce triggered touch.
1. Check the error logs:
Users can log in into Sendoso then go to Integrations tab to check error logs. Here they can see reason codes for failed sends and manually retry the failed sends.
Some common failure reasons decoded:
Salesforce time out
Salesforce Server is down
Inventory is less than order
Incorrect mailing information (Missing Street, City, State, ETC)
Payment issue
ACTION: User can retry any of these failures in the Salesforce error logs and Sendoso will fetch information again and will retry to send to those recipients.
What to do when the failure does not appear here in the Error Logs:
Send in a ticket to and we can look into it.
Other Common Errors:
If salesforce status wasnt synced then first check how the gift was sent
If through CSV check that the Contact/Lead ID is right
If gift was sent through any other type then check type user. Sendoso only entertains the Contact and Lead users and there have been many cases where gift was sent to Account and Sendoso isn't able to sync that.
Check-in Analytics that the Salesforce activity is synced and status is updated
Check the integration page and Sync error logs
If there is any error of limit exceed or bulk request you can retry
If there is permission error youcan'tretry unless you fix the api permission (may need to contact engineering at this point)
If status wasn't updated go check the tracking page that status has been mapped correctly because Sendoso doesn't send any blank mapped status
If salesforce activity wasn't created go and check the activity setting is Yes for that specific status in tracking page
If Status wasn't updated correctly check in the contact record that Salesforce task has been created successfully against that status
View ArticleIn this integration you will be able to:
Create workflows that will automatically trigger Sendoso eGifts and physical gifts.
Track your sends through Sendoso Analytics and see when packages have been delivered for follow-up.
Looking for HubSpot CRM Setup Guide? Go here!
Click on Create New Touch underTouchestab
Click on desired Touch from the Touch Type List. Here we are creating aBundle Type Touch.
Select your Touch to beTriggered Sending Based on Integrationand Click Next Step.
Click on HubSpot Integration Button and Click Next
Click on 'Here' to SyncHubSpot.
Select yourHubSpotapplication to sync with the Touch.
Click onCopy URLand Use it forWebhookCallback onHubSpot Workflows.ClickNextto proceed further.
Click onRevoke HubSpotto revoke the Synced Account or to add anotherHubSpotAccount.
Now Map Address Fields toHubSpot Contact Property Attributes. We have gone ahead and pre-populated each field but if you'd like to change the field, click the drop down and select a different field.Every field ismandatoryto select.
ClickNext to proceed further.
Select Template and Sender Detail. Here is where you choose who you'd like to receive the package status updates.
If Bundle hasMulti Style Productsselect one.
ClickNext to proceed further.
If you're sending a bundle with a printed or handwritten message then you can customize the message and insert custom HubSpot field variables:
Want to sync withSalesforceCampaign? You can set this up by selecting a campaign and mapping status fields.
ClickNextto finalize yourTouch.
YouTouchis now Setup successfully. ClickFinish.
Now it's time to setup the Webhook in HubSpot!
Login to your HubSpot Account.
You will seeDashboardofHubSpot, now click onAutomationTab and selectWorkflowsto create workflow.
Click onCreate Workflowbutton to start.
Rename theWorkflowSelect theContact Basedtype then click onCreate Workflow.
Setup theTriggerand addActionagainst trigger to activateWorkflows.
First Click onSet Enrollment Triggersto set trigger.
Then select the trigger typeAutomaticallythen select theContact PropertyasTrigger criteria.
Select specificPropertyand fill out the condition based criteria and mark itDone.
Trigger setupis now complete
Next click on the Add icon to addAction,and the side bar will appear. SearchWebhookin the search bar and selectTrigger Webhook.
Enter the Webhook URL you copied from your touch setup in Sendoso. Then click onUse Request Signature,it'smandatoryfor authentication.
Add in Sendoso's App ID. Copy 188392 and paste into App ID field.
Click Save
Action creation iscompletedand now it is time toactivatethisWorkflow.
Currently Workflow isoff, for activating we have to click onReviewbutton and then turn it on.
Workflow setup is complete and webhook is now ready to be triggered!
View ArticleLet Sendoso automatically manage, invite, and delete Sendoso Users based off of your Salesforce User details.
To get started, click on the Teams tab or click here.
Creating Groups enables you to assign certain Touches to specific Groups, set Group limits, and see reporting based on Groups.
To create a Group, enter in the Group Name. Create as many Groups as you'd like.
Click Group Settings
Click "Enable Salesforce User Settings" and then click Save Settings
Now, a new button will appear next to the Group Name. Click "Salesforce User Settings"
The final step is to select Salesforce User Roles that link to related Sendoso groups. Sendoso will automatically invite all users with that following Role(s) to the related Sendoso Group, and if any changes (additions or deletions) from Salesforce, Sendoso will automatically update accordingly.
The user will receive an invite notification via email.
View ArticleIf you ever need to reset or updateyour password, there are two places you can go:
If you are fully logged out of Sendoso and forgot your password
2. Navigate to https://sendoso.com/ and click on the "Login" button.
3. Click on the "Don't remember Your Password" link
4. We will then email you a reset link titled, "Reset Your Password Request from Sendoso"
View Article1. To get started, click on the Touches section:
2. Click Create New Touch:
3. Enter in the Touch name and details and select 'Trigger sending based on Integration':
4. After clicking Next then click on Marketing Cloud:
5. For theMarketing Cloud eGift Generator,all you need to do is Copy/Paste your custom eGift link into any Marketing Cloud email template. When the link is clicked it will dynamically generate the specified eGift link and link the recipient to the Sendoso landing page to redeem their eGift card.
You also have the option to customize the eGift redemption landing page by selecting a Template which will allow you to upload your own custom header image as shown below.
That's it!
If you want to test you can turn on Testing Mode which allows you to trigger Marketing Cloud eGift links but the eGift card link has $0 value.
To turn on Testing Mode, click on Settings:
Then scroll to the bottom and toggle off Live to Testing.
View ArticleIn this integration you will be able to:
Send eGifts and physical gifts to Contacts in HubSpot using Sendoso's chrome extension
You will never have to leave HubSpot to see the status of your eGifts and physical gifts, the status will appear in the Activity feed within the Contact's record in HubSpot.
You can also, as always, track your sends through Sendoso Analytics and see when packages and eGifts have been delivered for follow-up.
Looking for HubSpot Marketing Automation Guide? Go here!
First, a Sendoso Manager user will create a manual touch in Sendoso and assign it to the groups they want to have the ability to send the touch.
To do this, Click on Create New Touch underTouchestab https://chrome.google.com/webstore/detail/sendoso/hgokiipnpjmkjeceaimoakhooaoedjah?hl=en
Click on desired Touch from the Touch Type List. Here we are creating aBundle Type Touch.
Select your Touch to beManually based on users clicking Send button or uploading CSVand Click Next Step.
Assign it to the Group(s) you want to have access to the touch. Then click Finish!
Next, download the Sendoso chrome extension by going to
Once downloaded, you'll see it appear in your website header with your other extensions.
Go into your HubSpot account and choose a contact you'd like to send a gift. If the Sendoso icon is enabled in your browser, you should see 2 different Sendoso icons in HubSpot. Use these interchangeably as they both open the Sendoso chrome extension window and perform the same tasks.
Open the chrome extension and you will see all touches that have been assigned to you. Click on the icon of the gift you'd like to send.
When you select your gift, next screen will populate the email address or mailing address from the contact's details depending on if the gift is a physical gift or an eGift.
Click send and you're done!
To see the status of your gift, check the contact's activity feed for updates of when the gift is shipped, delivered, etc. and when the eGift is open, clicked, used, etc.
View ArticleHere's a guide on how to send a CSV through Sendoso ( VideoWalkthrough ):
1. Find the touch that you want to send
Video
2. Click on the "To a group of people (Upload Excel CSV) option
3. Map all the relevant fields from your CSV.
Important note for syncing to Salesforce, you will either need to map the recipient's Email Address or Salesforce Contact/Lead ID in order for Sendoso to push the activity over to the correct records in Salesforce.
4. After you've finished mapping the fields, the final step is to build your message and generate the live previews before you click send.
5. Once you click Send, Sendoso will handle the rest!
Most common errors that you may run into and how to troubleshoot -
1. Missing the leading 0 in your zipcodes
You may have some addresses with a zip code that starts with a 0, due to the nature of excel and csvs, the 0 could be lost when uploading the file. Here are some common ways to check and correct your file.
Example of how it is usually input and how to correct it:
You can always view the length of zip code with "=LEN("
Video of how to troubleshoot
2.Merge Variable Error Checker
If a mail merge variable is left empty and <<>>, <>, or [] are left present when sending, our system alerts that this is occurring and generates an error prior to sending.
As you can see in the screenshot, the blue arrow is pointing to row number, which identifies where the issue is occurring. The yellow arrow points to where you can confirm whether or not this is correct. The pink arrow points to the text box and where you can identify where the error is occuring and edit if necessary.
In order to continue, you must either confirm this is correct or make an edit to this. You will then be asked to confirm the number of recipients, and successfully send.
3. "Please Upload a UTF-8 Encoded CSV File"
This error will pop up if you have not saved the file in the correct format, or if there are special characters that are not allowed in the file. You may run into other formatting issues but to see the exact error you can visit csvlint.io to troubleshoot.
Tip - If you copy the data from your excel file and re-upload it on to Google Sheets, then download the CSV, this will solve 90% of all issues UTF-8 issues. You can visit sheet.new to easily open up a new google sheet.
Missing Headers or Columns must contain a name - (on Troubleshooting)
You may run into an error where the CSV list is missing a header name, in this case you need to check for any columns that may be missing a header name or delete any excess columns that don't have relevant information.
View ArticleThis will be a quick guide to how to set up a print on demand notecard to include in your sends from our Las Vegas warehouse location. You can create multiple notecards with different designs and messaging to meet your needs. Once they are set up, you will be able to send them with all of your physical bundles.
Step 1 - Create a new product & select "Printed Notecards"
Inventory Tab.
Step 2 - Choose the size and card specifications
Tip - We suggest providing as much detail as possible in the name section so that it's easy for you to remember what it is. Otherwise, you could end up in a situation where you're trying to figure out what the difference between White Paper A & White Paper B are :)
Step 3 - Customizing the notecard
You can customize your notecard in a couple of different ways:
1. Text - This text will show up on every single notecard, you can use this for footers or any additional notes that you need included with every note card.
2. Custom Text - This is the part where your reps can add custom text to include at the time of the send. You can leave this blank so your end users can fill this in.
3. Image - We recommend including a graphic on the notecard, the most common of which would be to include your company logo.
4. Rich Text Editor - This is a more advanced text box that will allow you to fix the text and add variable fields, colors for text and additional text features.
Last Step - Preview your notecard to make sure you approve of how it looks. To start sending, update any new/existing bundles with this newly printed notecard so that you can start sending them right away!
Need to edit the notecard? You can always make changes in the
View ArticleHere's a quick guide to everything you need to know to start creating your own products in the system!
Step One: Add New Product
Navigate to the Inventory tab and click Create New Products and select Physical Products
how to send in items
Step Two: Enter Product Details
Product Name: First, you will need to name your product (Tip: be as specific as possible when naming your products, it will make it much easier for you to keep track of inventory if you know that "Sushi Case Study" is out of stock vs "White Paper 1"
Select Warehouse: We will default to creating items for our main warehouse facility in Las Vegas, NV. If you want to send items to international warehouses, then please contact your CSM.
Cost Per Item (Optional): For items that you send through the Sendoso warehouse, we will only charge you for Pick & Pack (assembly), Postage, handwritten notes and the cost of Packaging Materials. However, if you want to inflate the costs to the senders, then we can charge them an additional cost for sending one item over another. (Please reach out to your CSM for more info)
Example: instead of charging $15 for shipping a Patagonia jacket, you inflate the price by $50 and that money gets refunded back to your funding source.
Packaging Material?: Please check this box if you are sending over materials that will be used specifically for packaging your boxes/bundles.
Product Image and Product Icon:This is what gets displayed to our warehouse for receiving purposes and for your end users. It's a great idea to include a photo so that your users can see a photo of what they are going to send.
Step Three - Have Sendoso Source & Re-Stock This For You
Sendoso has a great team of project managers that you can utilize to source and restock your inventory. When you're creating a new product, you can decide whether or not you'd like Sendoso to take care of all the re-ordering for you in the future. All you need to do is check the "Have Sendoso Source This For You" option and enter in your ordering instructions.
Number of Items to Order: How many items do you want Sendoso to initially source for you?
Confirmation Email: What email would you like us to coordinate the order with?
Ordering Instructions: Depending on what you're ordering, you may have specific requests from us or the vendors. I.E. if you're ordering printed books, do you want to use saddle-stitched binding or perfect binding? Don't worry if you're not sure, you can leave it blank and our project managers will discuss it with you!
Preapprove Sendoso to automatically reorder:You'll also have an option to include reorder instructions for when your inventory runs low.
Low inventory threshold:When your inventory runs below this number, this will trigger the re-order request.
Number of items to reorder:This is the number of items we will re-order for you when we meet the low inventory threshold.
Step Four: Success!
Once you click save, you're all set to start sending in your products to our warehouse. Here is a best practice guide on .
View ArticleDeleting Touches
To delete a touch youll want to click on the Touches tab.
Select the three dots to the right of the touch youd like to delete and then click Edit.
Scroll down to the bottom of the Edit page and then click on the three dots in the left-hand corner and select Delete.
Deleting Funding Sources
To delete a funding source youll click on the Account Balances tab. Under "Funding Sources", click on the trash can next to the source youd like to delete. Select the source from the drop-down and then click on delete.
When you delete the funding source, you will get a prompt to reassign the unused balance to a new funding source along with any touchesassociated with that funding source.
You can always look up deleted funding sources in the "Archived Funding Sources" section
Deleting Users
To delete a user click on the Teams tab. Scroll to the bottom of the page to the Team section. Click on the Delete button next to the team member youd like to remove.
Upon pressing delete, you will be prompted to move all existing account balance to a new user or to a funding source.
We will save all of the data from the deleted users and you can always re-activate a user from the "Trash" page in the team section.
*It is important to remember that you are unable to delete a user, touch or funding source if any orders are processing. Nor can a team be deleted until all users are removed from the team.*
View ArticleYou can create individualized and team templates for all of your touches to make sure that your messaging and branding are all aligned. These templates work for all types of sending options including handwritten notes, printed-on-demand collateral, Post-It notes, printed notecards, and eGifts.
To get started, please make sure you have at least one touch that you want to connect to your template. (Every template can only be associated with one touch.)
Step One: To get started, navigate to the templates tab:
Step Two: You will need to "Create New" template and select the associated touch that you want to create the template for.
Side Note: if you want to include a banner for your eGift send, you can upload a 620px by 86px banner. Here's a GIF of how it works!
Step Three: Once you've selected the touch, you can start drafting up your message! By default, all templates are shared with the team unless you check the "Private Template" option.
Step Four (Optional): You can also set up dynamic variables from Salesforce, pulling from your own Salesforce instance (Make sure you are synced to Salesforce beforehand!). Click "Insert Salesforce Field" to get started.
You can copy the <<salesforce-field>> and paste it to your template, below is an example of what a finished template may look like:
Step Five: Once you save the template, Senders will be able access the public templates and can click on the template drop-down when they go to send:
Then they can click on the "Preview Salesforce Fields" button:
And then the Template will be fully populated with the fields from Salesforce.
If you have any questions, let your CSM know and they can help!
View ArticleBetter Insufficient Funding Handlers
Sendoso is making improvements to help you better manage your budget and notify you of sends that could incur additional expenses. Below are the new notifications that you'll see pop up throughout the app if additional funding is needed!
Prompting Managers
When Touch Is Set to Send from Sender's Balance and the Manager has Insufficient Funds, we will now prompt them with the funding sources they can use to complete the send!
Extending Permissions to Regular Users to Add Funding for Campaigns
When Touch Is Set to Send from Funding Source, managers can now allow the option for regular users to generate invoices or charge their credit card if the funds are insufficient.
If the box ischecked then the senders will be able to generate invoices or charge the credit card to complete their sends
If the box isunchecked then the senders will be blocked from adding more funds to the funding source
If There's Insufficient Funding Source Funds - Check with the User to Use Personal Balance
When Touch Is Set to Send from Funding Source, but there's insufficient funds and the Manager user has not allowed regular users to add funding to the funding source, we will now prompt regular users touse their personal balance so they can complete the send!
More Transparency to Why Sends Can't Be Completed
When Touch Is Set to Send from Funding Source, but there's insufficient funds, the Manager user has not allowed regular users to add funding to the funding source, and the sender doesn't have enough funds, we tell them to ask their manager!
View ArticleSendoso is pleased to announce a SurveyMonkey integration! Now, you are able to automatically send eGifts whenever a survey is submitted.Use Sendoso to create rewards and incentives for survey respondents. Sendoso will automatically send recipients eGift cards or physical swag or gifts.
About SurveyMonkey:SurveyMonkey is the worlds leading survey platform enabling curious individuals and companies including 99% of the Fortune 500 to have conversations at scale with the people who matter most. Ask more. Know more. Do more.
You need to have a paid subscription withSurveyMonkey to enable the integration, any license level will work.
To setup, please follow the below steps:
1. Download the Sendoso app from SurveyMonkey here: https://www.surveymonkey.com/apps/EDmrTxQorVzW70pkbi3Vmg_3D_3D/details/
2. In Sendoso, Create a new eGift Touch (Coffee, Lunch, eGift Cards USA, etc.)
3. Under the Touch Type in Step 2 of Touch creation, select "Triggered based on integration"
4. Select SurveyMonkey
5. Sync your SurveyMonkey Account and click "Allow" on the popup to authenticate your Sendoso account to your SurveyMonkey account
6. Select the Survey Name and the related question which contains a valid email address in order to receive the eGift.
7. Click Next in order to complete the necessary remaining steps to finalize the Touch
8. That's it! Now, when a submission is placed, the eGift will be sent to the email address entered in the Survey email field assigned in Step 6.
For questions or support, please email [email protected]
View ArticleWe are pleased to announce an integration with Engagio, a platform that helps B2B marketers drive new business and expand relationships with high-value accounts. With Engagios marketing orchestration software, you can create and measure engagement in one tool, drive ongoing success, and measure impact easily.
Engagio orchestrates integrated account-based programs, providing the scale benefits of automation with the personalization benefits of the human touch. Our software complements Salesforce and existing marketing automation solutions, so getting started is easy!
The Sendoso Physical Gift / Mailer step in PlayMaker helps you send physical gifts or mailers via post from your Sendoso account as part of your Play.
*for the original help article, please visit Engagio's help desk
Prerequisite:After you have created Touches in Sendoso that you would like to use in Plays within Engagio, refer to the following steps:
Setting Up Sendoso in Engagio
Sendoso has two components:
Atenant-level integrationwhich an admin will need to set-up within Engagio.
In Engagio...
Go to Settings > General > Integration.
Click on the "Create Data Source" button and select Sendoso.
Confirm "Is Active" toggle is turned on and click the "Save" button.
You will be redirected to log-into your Sendoso admin account.
Auser-level integrationwhich any user that wants to access their own account balances and gifts will need to set-up.
Go to Settings > My Profile > Connected Accounts.
Click on the "Connect" button for Sendoso which will give you a pop-up.
Select "Connect Account" and you will be redirected to authorize your Sendoso account.
Once completed, you will receive a confirmation that you can close out.
After connecting, you will have the option to toggle the "Require Approval" for the specific user account.
Important Notes About Set-Up:
An individual user does not need to connect their Sendoso account to use the Sendoso step in PlayMaker. OnceanySendoso account is set-up in Engagio, any Engagio user can add the step, but will only be able to send and select physical gifts/mailers from connected Sendoso users.
Executing the Sendoso Physical Gift / Mailer Step in PlayMaker
This step's purpose is to send a physical gift or mailer from a Sendoso account to a target.
1.Select a Player on "Their Team" ("To") from the drop-down.
2.Select a Player on "Our Team" ("From") from the drop-down. The selected user here will determine which touches you will be able to select.
3.Select a "Touch" from the dropdown to send. The gift and mailer choices displayed here are any available to your account and marked as deliverable by mail on the Sendoso side.
4.Select a "Send To" address from the dropdown for the gift or mailer to be sent. The drop-down includes three options pulled from Salesforce:
Company Billing Address
Company Shipping Address
Personal Address of Recipient
You also have the option to enter a Custom Address for one-time use by clicking the marked link. You will be presented with the following pop-up:
5.An "Approver" is optional and will only appear if toggled on under Connected Accounts (see set-up).
6.Enter acustom messagein the text box to be delivered with the physical gift or mailer.
The recipient of the physical gift or mailer will become part of Sendoso's flow immediately following the execution of the step and will be visible in the Sendoso dashboard of the sender.
View ArticleThere are multiple types of custom mailers boxes and custom shipping boxes available. Listed below are some of the key things to consider when using custom boxes. Sendoso carries lots of different sized standard shipping boxes and those are always available but most companies want to create a custom branded experience and use a custom box.
SIZE: Decide on what size box you need. Sendoso can help recommend the perfect size box if you need help.
.AI file here
QUANTITY:Decide onhow many you need.
TYPE: Decide on whattype of box you want.
# 1) Mailer Boxes. You can mail these as is or have them placed inside a regular cardboard shipping box to create a more premium unboxing experience. These range from $3-8 each depending on quantity and cardboard material and take 1-2 weeks to be manufactured and ready for shipping. You can simply upload your own logo or use an Adobe Illustrator template to customize the design and wrap the entire box (recommended).
Examples:
Note -You can design the outside and the inside too!
Note - if you want a custom looking box but you plan to send lots of different sizes items then one thing Sendoso can do is help you order custom stickers that can be stuck to cardboard shipping boxes to give you a custom look and feel at an affordable price point.
# 2) Shipping Boxes. These range from $3-8 each depending on quantity and cardboard material and take 1-2 weeks to be manufactured and ready for shipping. You can simply upload your own logo or use an Adobe Illustrator template to custom design the entire box (recommended).
# 3) Custom premium mailerBoxes. These are designed and manufactured from scratch and can be as custom as you'd like. These usually include custom insert trays too. These range from $5-$150 each depending on quantity, design, and materials and take 2-6 weeks to be manufactured and ready for shipping. Youwill work closely with us to develop and design the perfect custom mailer box.
Examples:
#4) Bags/Envelopes. Another alternative to custom boxes is poly shipping bags/envelopes. These can work well for soft goods like Tshirts. These can also be customized and imprinted with your logo or design.
#5) Custom Packing Tape. This is another great way to brand your package.
DESIGN: If you are creating a fully wrapped box, you'll want a designer to create an Adobe file that looks like the picture below.Here's a sample
How To Order Custom Boxes:
1) Determine the size, quantity, and type of mailer box.
2) Work with your Sendoso Customer Success Manager and Project Manager to get you an Adobe design template.
3) Send the final design file andSendoso will do the rest!
View ArticleThis is a quick guide to the ins and outs of one of Sendoso's most popular send options, wine and champagne!
We work with different vendors to keep select wine and champagne options in stock and to allow our users to send on demand! You can rest easy knowing that all wine shipments are alwayspackaged in special shell packaging to protect your shipments from getting damaged in transit.
Setting up the touch -
1. Login to your Sendoso account and navigate to the Touches page (Manager users only) and click on the Create New Touch option to get started.
2. Scroll towards the bottom (under the Sendoso Direct section) and select the "Wine/Champagne" option
3.Next, you can select from all of our available wines and champagnes (displayed on the left hand side). When you check off one of the options, they get moved over to the right hand column, and these are the options that get displayed to your users!
In addition, you can choose to include a handwritten note by checking the box "Include Note Card"
4. You also have the capability to include additional products in the bundle!
*These products must be inventoried in our Union City warehouse. Please contact [email protected] if you wish to move some of your inventory to this warehouse
5. Once you complete the rest of the touch set up, your users will be able to start sending these wines and champagnes!
View ArticleYou can set up custom shipping methods to give senders the ability to decide if they want to expedite a direct mailer or gift that may be important or time sensitive. This feature is fully customizable per Touch.
1. If you create a new direct mail touch, you'll see the option to adjust the shipping methods:
2. You can decide if you want to set the shipping method for all senders or let the sender decide on the shipping method at the time of sending.
By default, we set the shipping method to "Sendoso Optimized Shipping" which looks at the package size/weight and the recipient's address destination and determines the optimal carrier based on cost/time.
As you can see in the screenshot above, if you need to expedite a shipment, you can allow senders to choose options like two day or overnight shipping.
3. If you decide to let the Sender select the shipping method then the sender will have the drop-down shipping option enabled:
View ArticleTeams
The Teams page allows managers to keep track of their teams finances and capabilities.
Groups
This subsection of the Teams page lists out all of the companys different teams that have been created on Sendoso. For each team, the user can add/edit members and delete the whole team. They can also view and edit the groups settings, account balance, and salesforce settings:
video walkthrough
This subsection allows users to create a new group as well:
Users can also filter out groups by searching for users in them by their email or first name.
If you want toset more granular rules about how and when users can send via Sendoso or other integrations, you can configure that in the Group Settings.
1. To update this setting click on the Teams tab or click here.
2. Click on the Group Settings button.
Invite Users to Groups
In this subsection, users can add other users directly to existing groups with their email. If the user wants to add a large amount of other users to the same group, they can simply generate an invite key or upload a CSV file with the new users information instead of adding them one by one.
For added security, users can also have Sendoso validate that all new user signups have the same email domain as the user who invites them.
* Invites will stay active for 24 hours, after that you will have to navigate to the teams page and re-send the invite link *
Here's a step by step
Assign Groups to Touches
Here, users will be able to assign individual groups to individual touches as well as see which individual groups are already assigned to which individual touches.
The touches displayed defaults to all touches but can be filtered by their status, which is any of the following:
Active
Scheduled
Completed
Paused - NO INVENTORY
Set Group Limits
This subsection of the Teams page is split into two sections: Monthly Budget and One-Time Budget.
If set to Monthly Budget, users can assign a Monthly Budget Limit that will apply to each individual member on the team. They can also set the budget rules for their teams, which is a choice between letting the users unused balance roll over to the next month or resetting the balance to match the established monthly budget every month.
If set to One-Time Budget, users can add an account balance to each member of their teams. Unlike Monthly Budget, these account balances will not refill until someone with manager access assigns money to the different teams manually.
Team Account Balances
The Team Account Balances subsection allows the user to hone in on members of specific teams and add or remove money to their accounts. This differs from the Set Group Limits subsection because Set Group Limits does not allow for variability in team members budgets, whereas Team Account Balances does.
Team
The Team subsection lists out all members in the company who have a Sendoso account by their email, name, status, and role. It gives the user the ability to change roles, for instance, from regular user to manager, and it also gives the user the ability to delete team members from the platform altogether.
Users can filter out names by group as well as email and first name.
All of the information above about team members data can be put into a CSV file and sent over to the user via email if they click Download to CSV.
View ArticleeGift Status':
Sent:When an eGift is Sent. This is immediately after you click on the Send button.
Opened:When an eGift email is viewed.
Clicked: When an eGift link is clicked and then the eGift redemption page is displayed.
Used: When an eGift card is clicked on the redemption page and the barcode/number is displayed to the recipient for use. This does not indicate when the user actually uses the egift, only that they generated the code.
Bounced and Credited: If an eGift is sent to a bad email address then we refund the $ amount immediately.
Expired and Credited:After 21 days if the eGift is still in Sent status and has not yet been Opened then we will issue a credit back to the sender's account.
Refunded:If a Sendoso Account Manager needs to manually refund and/or cancel something that was sent.
Direct Mail / Tangible Gifts Status':
Processing: When a physical item send needs time to be processed in our warehouse before it can be Shipped.
Shipped: When aphysical item/gift is shipped and in-transit.
Delivered:When a physical item/gift is delivered to the recipients' location.
Returned To Sender: When a physical item/gift is unable to be delivered (bad address data or missing information) and is returned to our warehouse.
Refunded:If a Sendoso Account Manager needs to manually refund and/or cancel something that was sent.
Handwritten Note Status':
Processing:When a handwritten note needs time to be processed before it can be Mailed.
Mailed:When a handwritten note is mailed out.
Refunded:If a Sendoso Account Manager needs to manually refund and/or cancel something that was sent.
View Article
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