How to create a Direct Send

The Direct Send feature allows you to ship materials—such as swag, products, tradeshow displays, or other items—directly to a designated location for an event, summit, or tradeshow. This ensures your items are available for immediate access upon your arrival.

Steps to create a Direct Send:

1. Click Direct Send on the IEX portal dashboard.
2. Select the inventory items you want to send by clicking the + icon in the top-right corner of each item.
3. Selected items are added to your Bag (visible in the top-right corner of the screen, next to the Total Price). The + icon will change to a green check mark.
4. Once you have selected all the items you want to include, click Continue in the bottom-right corner.

5. A summary window will appear on the right. Here, you can:

   1. Adjust the quantity for each item.

   2. Hide items you do not want visible to the recipient.

   3. View the total price.

6. When you are finished adjusting the items, click Continue.

7.  In the Shipment Information section, fill in the contact and address details for the person receiving the shipment.

   1. Pro Tip: You can use the Search Contact bar or the Select Address Book option to quickly populate these fields.
8. After filling in the information, click Continue.
9. In the Send Summary section, review your send details. You can also adjust the following options:
   1. Disable sender notifications
   2. Disable Recipient Tracking Email
   3. Put on hold
   4. Internal Notes
10. Once you confirm all details are correct, click Create Send.

After clicking Create Send, you will receive a confirmation. You can track the status of your Direct Send in the Delivery Reports area.