How do I create a "Pick Your Gift" send?

You are now able to give your recipients the option to choose which campaign they would like to receive. 

Here are the steps to create the  "Pick Your Gift" send:

1. From your IEX Platform Home Page, select "Create Send".

2. On the top-right side, click on the "Pick Your Gift" button.

3. Select the campaigns you would like to include as your options by clicking on the blue circles. Once selected, they will turn into a purple checkmark and click "Continue".

Note: You can select digital or physical campaigns.

4. Continue by adding the recipient's shipping information or click on continue. The delayed shipping option will be turned on automatically because it requires the recipient to choose between the campaigns.

5. If your send includes a notecard, you may craft your handwritten notecard message by selecting one from a pre-saved list of templates. You are also able to edit the body of your message up to 250 characters. Once done, click on "Continue".

Note: If you do not have a notecard included in the package, you may tick the "Skip this step" checkbox.

6. If you want to send an email with the link to the recipient through the IEX Platform, make sure you add the recipient's email. You can select a template or type the message yourself in this section. Once done, click on "Continue".

Note: If you do not wish to send the email through the platform, you may tick the "Skip this step" checkbox.

7. When placing the order, if you decide to skip the email step, you will be able to copy the link to send it to the recipient in any preferred way.

 8. Once the recipient opens the link, they will be able to choose the gift they prefer.

9. Afterwards, they can fill out the required fields for their shipping information if they chose a physical gift or their email & phone number if they chose a digital gift.

For Physical Gifts:

For Digital Gifts:

If you have any further questions, please feel free to contact us at support@imprintengine.com