IEX Portal Quick Start Guide

1. Account Login

If your organization uses G Suite or Outlook, please click on the "Sign in with Google" or "Sign in with Outlook" button at the bottom of the IEX Portal login page. (If you need more information you can jump and go to My account is set up. How do I log in to the IEX Portal? article and follow the steps.

If not, use your email as your login and the password provided for your first time logging in.

If you want to change the password, select the "Forgot Password?" or i. If you need to reset your password go and read Resetting Your IEX Portal Password and follow the step by step.

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2. Signature set-up:

Customized email signatures can make your emails stand out. The IEX Portal allows you to add HTML signatures, including images, links, and other HTML objects.

If it is important to you that your signature is personalized and creates an impact on your sends, you can read the article How do I set up my email signature? to learn how to customize your signature.

3. Sending options

Single Sends:

Select this send type for personalized, single-recipient gift sends. This method is ideal when the gift is specifically for one person and isn't part of a recurring campaign or a bulk distribution.

Bulk Sends:

With the Bulk Send feature, you can maximize efficiency when sending gifts to many recipients. By uploading a CSV file containing their information, you can automate the process of sending individual gifts to your entire list.

Direct Sends:

Direct Send facilitates the shipment of your materials, including swag, products, and t-shirts, directly to the designated location of an event, summit, or tradeshow for immediate access upon arrival.

One Link Sends:

One Link Send is the perfect way to do a gifting campaign (either physical or digital) when you do not have the recipient/s information or don't want to bother with creating one.

With One Link, you can copy the link and send it directly to all your potential recipients, and they will fill out their details. Our system will gather the data and send the gifts without you having to do anything else.

You can protect one link with some security settings, for more information read One link Protection

Go to the Sends Overview Section to learn more about the sends you can place in .

4. Features you can use in your send:

a) Pick Your Gift option:

You can give your recipients the option to select which gift they want to receive by choosing different Campaigns. The best use of this feature is to provide them with different sizes of shirts or allow them to select one of the multiple gift kits.
On the top-right side, click on the "Pick Your Gift" button.

Click on the "blue circle" to select the Campaigns (pre-set kits) you would like to include as your recipient options. Once selected, it will turn into a "purple checkmark". Then click on "Continue."

If you want to learn more about how to create a Pick Your Gift step by step, you can read How do I create a "Pick Your Gift" send?

b) Send on behalf:

To send a gift on behalf of another user, select the "send on behalf" option on the right side of the Shipment Information page. This action will use that user's details and send the email through their address.

5. Create a template for your send:

In the Assets Manager, select Templates.
Click on Add New Template and select "Custom message" or "Email template".
Enter the template name and type your message. You can add available tags that pull in the recipient/sender information accordingly. Once done, click on Add New Template.
You are then able to access these templates after choosing your send. You can still edit the message for that order even when using the template, but it does not change the template itself.