IEX Portal Quick Start Guide

1. Log in to Your Account

1. Go to the IEX Portal login page.
2. Choose one of the following login methods:
   • Click “Sign in with Google” or “Sign in with Outlook” if your organization uses these services.
   • Or enter your email address and password provided during account setup.

To reset your password:

1. Click “Forgot Password?” on the login page.
2. Enter your email address and follow the instructions sent to your inbox.

2. Set Up Your Signature

Personalize the emails your recipients receive so they know the gift is coming from you.

1. Navigate to the top-right corner of the IEX Portal.

2. Select Signature Set-up.

3. Create or upload your email signature.

4. Add elements such as:

   • Images
   • Links
   • HTML formatting

3.Choose a Sending Method

Select the appropriate send type based on your use case.

Single Send

Use when sending a gift to one recipient.

Bulk Send

1. Prepare a CSV file with recipient details.
2. Upload the file to automate sending to multiple recipients.

Direct Send

One Link Send:

Create a single claim link to share with multiple recipients. Each person opens the claim link and enters their own shipping details.

How it works

1. Generate a claim link
2. Share it
3. Recipients fill in their details

Optional security:
Control access with settings such as expiration, login requirements, and usage limits.

4.  Configure Your Send

• Select a Preset Campaign
  

1. Click “Pick Your Gift”.
2. Select two or more campaigns.
3. Click Continue to confirm.

•  Custom Send

Use this option when you want full control instead of preset campaigns.

1. Select items from your inventory.
2. Adjust quantities as needed.
3. Add items to your send package.

5. Create templates

1. Go to Assets Manager → Templates
   
2. Click Add New Template.
3. Choose:
   • Custom message, or
   • Email template
   
   
4. Enter a template name and message. Use dynamic tags to insert recipient or sender details automatically.
   
   

5. Click Save Changes.

6. Add new users

Organization Admins: Grant team members access and manage portal permissions by following the steps below.

1. Go to Users from the dashboard or sidebar.

2. Click Add New User.

3. Enter the required user details.
Click Add New User to confirm.