How do I create a single send?

Phase 1: Shipment Initiation

1. Navigate to the IEX Portal: https://platform.imprintengine.io

2. Start a New Send: Select Create Send from the dashboard to initiate a new individual shipment.

3. Choose Your Gift Type: Select what you want to send by choosing from one of these three options:

   • Pre-made Campaigns: Select from existing gift options.

   • Pick Your Gift: An option where the recipient chooses from several different campaigns.

   • Custom Send: Hand-pick specific items for the recipient to receive.

4. Review and Continue: If you select a campaign, a window will appear on the right displaying the included items.

5. If the selection is correct, click Continue.

Phase 2: Recipient and Shipping Details

1. Enter Recipient Information: fill in the required recipient fields:

   • First name

   • Last name

   • Email address

2. Set the Claim Page: In the Shipping section, toggle the Claim link option to ON.

3. Set Sender options: Enable Send on behalf and select the appropriate sender from the provided dropdown list.

4. Proceed to Next Step: Review any pre-populated address information and click Continue.

Phase 3: Email and Reminder Configuration

1. Compose Your Email: Select a pre-defined email template or write a custom subject line and message.

   1. Important: You must include the [Delayed Shipping URLs] tag in your message to ensure the recipient receives their Claim Link.

2. Finalize Configuration: Click Continue to move to the final summary.

Phase 4: Summary and Final Submission

1. Review Send Summary: Review all details of your shipment. In this section, you can also configure the Expiration date (the default is 60 days).

2. Enable Reminders: if you want to ensure the gift is claimed, you can set a reminder by checking the Send a reminder box.

   1. Choose how often the recipient should be reminded:

      1. Once a week

      2. Twice a week

      3. Custom

1. Add Internal Notes: Use the Internal Notes section to add any specific information or instructions for the fulfillment team.

2. Complete Shipment: Once your Single Send is fully configured, click Create send to finalize the shipment.