IEX Portal Quick Start Guide

1. Account Login

If your organization uses G Suite or Outlook, please click “Sign in with Google” or “Sign in with Outlook” at the bottom of the IEX Portal login page. For more information, refer to the article “My account is set up. How do I log in to the IEX Portal?” and follow the steps provided.

If not, use your email address as your username and the password provided to you for your first login.

To change or reset your password, click “Forgot Password?” on the login page. For detailed instructions, see the article “Resetting Your IEX Portal Password” and follow the step-by-step guide.

2. Signature set-up:

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

If you want to personalize your email signature, read the article “How do I set up my email signature?” to learn how.

3. Sending options

Single Sends:

Use this send type when sending a gift to one recipient.

Bulk Sends:

The Bulk Send feature helps you save time when sending gifts to multiple recipients. Simply upload a CSV file containing their information to automate the sending of individual gifts to everyone on your list.

Direct Sends:

Direct Send allows you to ship materials—such as swag, products, or t-shirts—directly to an event, summit, or tradeshow, ensuring they are ready for immediate use upon arrival.

One Link Sends:

The One Link is a generic link that can be shared with multiple people simultaneously through any platform. Our portal will collect each person’s information and create the shipments with no additional effort.

You can apply specific security restrictions to your link to prevent unauthorized use. For more information, please refer to “One Link Protection.”

Visit the Sends Overview section to learn more about the different types of sends you can create in the IEX Portal.

4. Features available for your send:

a) Pick Your Gift option:

Recipients can choose their gift from a list of available Campaigns.

In the top-right corner, click the “Pick your gift” button.

Next, click the “Add” button to select the Campaigns (pre-set kits) you want to offer as options for your recipients, then click “Continue.”

To learn how to create a “Pick Your Gift” send step by step, see the article “How do I create a ‘Pick Your Gift’ send?”

b) Custom Send:

If you don’t want to send a preset campaign, you can create a custom send by selecting items from your available inventory and adjusting quantities as needed in the bag.

5. Create a template for your send:

To send emails to your recipients through the IEX Portal, ensure the templates are added in advance.

1. Go to Assets Manager and select Templates.
   
2. Click on Add New Template and select "Custom message" or "Email template".
3. Enter the template name and type your message. You can include available tags to automatically insert recipient or sender information. When finished, click "Add New Template"
   
   
4. 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.

6. Add new users:

Only Organization Admins are allowed to add new users, the steps are the following:

1. From the Home Menu or sidebar, click on Users.
2. Select the Add New User button on the upper right.
3. Fill in the required fields and click on Add New User.

If you want to learn more about managing your budget or adding new users, read User Management Guide: Adding Team Members & Their Budgets

If you have any further questions, please feel free to contact us at support@imprintengine.com or go to our IEX Academy on YouTube.