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. 🚀
Retro Anniversary Gifts 🌟
1️⃣ Navigate to the Campaigns Tab
2️⃣ Hover over the Anniversary Campaign and select the blue "Send More" button
3️⃣ Adjust your budget according to your recipient's milestone
4️⃣ Head to the Personalize 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.
5️⃣ Add your recipient(s)
If you have multiple recipients with the same budget, you can add everyone under the same send.
6️⃣ After you verify the details in the Summary section, just hit “Send Gifts!”
Retro Birthday Gifts 🎂
1️⃣ Navigate to the Campaigns Tab.
2️⃣ Hover over the Birthday Campaign and select the blue "Send More" button
3️⃣ Head to the Personalize step and make any adjustments as needed
4️⃣ Add your recipient(s)
If you have more than one recipient, you can add all of them to this send since the budget is the same for everyone.
4️⃣ After you verify the details in the Summary section, just hit “Send Gifts!”
Retro New Hire Gifts 🚀
1️⃣ Navigate to the Campaigns Tab
2️⃣ Hover over the Anniversary Campaign and select the blue "Send More" button
3️⃣ Adjust your budget according to your recipient's milestone
4️⃣ Head to the Personalize 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.
5️⃣ Add your recipient(s)
If you have more than one recipient, you can add all of them to this send since the budget is the same for everyone.
6️⃣ After you verify the details in the Summary section, just hit “Send Gifts!”
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
1️⃣ Open the downloaded report
2️⃣ 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.
3️⃣ 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
4️⃣ 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
