Looking to send out missed gifts from your automated campaigns? Look no further! Below is a step-by-step walkthrough on how to get these gifts issued to your recipients asap. 🚀
Retroactive Anniversary Gifts 🌟
1) Navigate to the Campaigns Tab
2) Hover over the Anniversary Campaign and select the blue "Send More" button
3) Adjust your budget according to your recipient's milestone
4) Skip to the Greeting step and make any adjustments as needed.
Since it's a retro-active gift, please feel free to make any adjustments to your greeting template here.
Please Note: The @years merged tag will only pull your recipient's milestone for the current year that you are sending it. If you are sending retroactive gifts from the previous year, please make sure to remove the @years merged tag and overwrite it with the respective year or remove it completely.
5) Recipients step. Search and select your recipient to be added.
If you have multiple recipients with the same budget, you can add everyone under the same send.
6) After you verify the details in the Summary section, just hit “Send Gifts!”
7) Repeat these steps for other recipients if applicable
Retroactive Birthday Gifts 🎂
1) Navigate to the Campaigns Tab.
2) Hover over the Birthday Campaign and select the blue "Send More" button
3) Skip to the Recipients step. Search and select your recipient to be added.
If you have more than one recipient, you can add all of them to this send since the budget is the same for everyone.
4) After you verify the details in the Summary section, just hit “Send Gifts!”
Retroactive New Hire Gifts 🚀
1) Navigate to the Campaigns Tab.
2) Hover over the New Hire Campaign and select the blue "Send More" button
3) Adjust your budget according to your recipient's milestone
4) Skip to the recipients step. Search and select your recipient to be added.
5) After you verify the details in the Summary section, just hit “Send Gifts!”
6) Repeat these steps for the other recipient if applicable
The retroactive gift send process for New Hire Gifts is exactly the same as the Anniversary campaign. For screenshots, please refer to the Retroactive Anniversary Gifts above.
How to Export Your List of Missed Recipients
Projections Report
If you just launched your automated campaign and wish to catch up on retroactive gifts, we highly recommend exporting a report of the Projections section under the Billing tab.
The Projections page will detail (by campaign) which recipient is projected to be sent a gift within the year, including the cost breakdown. With this report, you can easily view whose gifts were missed.
Using the Projections Report to Pull a List of Missed Gifts
1) Open the downloaded report
2) Remove everyone who is projected for a future gift send
Once you download the report remove everyone starting from your launch date and onwards. This will leave you will recipients who were missed a gift prior to your campaign launch.
For example, you launch your Anniversary campaign on February 1st, 2024. In the spreadsheet below, you will need to remove all recipients with a Hire Date from February-December, leaving only missed gifts from within January.
3) Filter by budget from lowest to highest (or vice versa)
This way, you will clearly see how many gift sends you will need to initiate and to whom
4) Color-Code your gifts by budget/milestone (optional)
This will help you better visualize your gift sends.
In the spreadsheet below, you will need to issue 4 separate gift sends as follows:
$500 - to 10 recipients
$1,000 - to 6 recipients
$1,500 - to 9 recipients
$2,000 - to 2 recipients
