Creating a Shareable Link

Step 1: Start Your Send

1. From the main dashboard, click Create Send.
2. Select Share via Link.
   
   
   
   

Step 2: Add Your Items

Choose one of two ways to build your send:

Option A: Choose a Kit

1. 1. Pick one or more kits to include in your link.
   2. Click Continue to Link Settings.

Option B: Build a Kit

1. 1. Pick items from your inventory.
   2. Adjust quantities as needed.
   3. Click Continue to Link Settings.

Before continuing, check the summary panel on the right to review your send.

Step 3: Configure Link Settings

Link details

• Title — A descriptive name for your own reference. It appears in the Link Manager and is visible only to your team.
• Sender — Turn this ON to send gifts on behalf of someone else you choose; leave it OFF to send on your own behalf.

Limits

• Expiration date — Automatically ends the campaign at a set time. You can also end it manually anytime from the Link Manager.
• Put on hold — lets you place an order now and schedule it to go out on a future date — handy for planning sends ahead of time.
• Redemption limit — Caps the total number of times the link can be claimed. Once the cap is reached, additional visitors see a "no longer available" message.

Notifications

• Sender notifications — When ON, you'll get email updates on every send, and can check status anytime in the Link Manager.
• Recipient tracking emails — When ON, recipients receive email updates on their order status.

Advanced settings

• Password protection — Requires recipients to enter a password before they can access the send.
• Extra verification (optional) — Add one of the following:
• Email domain limiting: Restrict access to specific email addresses.
• Two-factor authentication: Recipients verify their phone number or email with a code.

Shipping

• Decide where items can ship: let recipients enter any address, fix it to one location, or restrict choices to a pre-approved list from your Address Book.
• Group shipment — Orders shipping to an Address Book location are automatically flagged for the warehouse, so they're held and combined into one shipment instead of going out separately.

For your records

• Select a business reason (e.g., "Onboarding a new employee") and add any internal notes — visible only to your team.
• Click Continue to Claim Page.

Step 4: Customize the Experience

Select your preferred visual template for the claim page.

Step 5: Review and Send

1. Review the final summary of your items, security settings, and claim page design.
2. Click Generate Link.
   
   
   
   

A confirmation window will show your live URL (and password, if you enabled it) — copy it and share it right away.