How do I send gifts on behalf of another user?
This feature allows you to send gifts on behalf of other users in your IEX Platform.
1. On your IEX Platform Home Page, select "Create Send".
2. Select the campaign you wish to send.
3. You may look up your recipient's information using your CRM database or type out their details.
4. You may then turn on the "Send on behalf" button and choose from a list of users.
5. If you wish to send the email on behalf of another user, the template will pull in that user's details.
6. On the Send Summary page, you may enter the send details using Business Reasons and Internal Notes. Click "Create Send" to send out the email or copy the gift card link.
If you have any further questions, please feel free to contact us at support@imprintengine.com