Clicking "Send Gifts" lets you create a new campaign to send either Spot Rewards right now or Scheduled Gifts for a future date. Here's the difference:
Spot Rewards ⚡
Send gifts instantly! Gifts will be issued immediately as soon as you select "Send Gifts" on the last step of your campaign creation. Our gifting experts recommend Spot Rewards for quick, one-off sends or small group batch sends.
Use this for quick, one-off thank yous, recognizing someone in the moment, or sending gifts to a small group right away.
Scheduled ⏰
This option lets you plan ahead and choose a specific date and time in the future for your gifts to be sent! This is an easy way for you to cross things off your “to do” list now and delight your recipients later!
Use this for large-scale events like holidays or company celebrations, or smaller planned occasions.
To set up an automated campaign to celebrate your recipients' special milestones such as Anniversaries or Birthdays, click here to set up an automation instead.
Let's get started! 🚀
Video Tutorial 📺
Create a Campaign
1️⃣ Select the blue "Send Gifts" button
Then select "Browse and Send Gifts." Once you click, you will be brought to the Collections tab to view our current offerings from our specially curated collections.
Select the countries and budget you wish to send
The available collections will update depending on those parameters.
Snappy has our standard budgets listed for quick-and-easy selection, but if you have another budget in mind, select the budget drop-down and add your custom budget range as needed. ✏️
Select a collection
You can only select one collection for your send. Select the collection that you like and best suits your recipients! To move forward, click "Continue With This Collection" at the top right-hand corner.
2️⃣ Gift Settings
Now, you will need to select the delivery method and adjust your campaign settings. If you wish to come back to this campaign later, select "Save Draft" at the top right-hand corner. 🌟
Their Gift: This refers to your selected countries, budget and collection from the first step
Notification Settings: Select your desired delivery method (Email/SMS/Slack/Teams). You can also self-distribute gifts by choosing to generate gift codes or links.
Note: The Snappy App for Slack and MS Teams is only available for Elevated + Enterprise plans and must be first configured in order for this option to populate.
Settings: Name your campaign, schedule your send, and set an expiration date
Note: The minimum expiration date is 7 days after your gift send. To expire your gifts even sooner, manually expire them from the Gift Activity tab.
3️⃣ Personalize
Enhance your recipient's experience by personalizing both the wrapping and the greeting message! Click "Edit" to customize the different sections. Click here to learn more about c.✏️
Email Design: Customize the email your recipient receives in their inbox by adding your own personal touch.
This option is only relevant if you set the notification method to "Email" on the Gift Settings page.
Wrapping Experience: Select the themed option that best matches the occasion and sentiment of your gift send.
Note: Some experiences can be customized to your company branding (ex. colors and logo). This feature is only available for Elevated and Enterprise tiers.
Greeting Card: Add a greeting to your gifts and use merged tags (ex. @firstname) to personalize it for all recipients.
You can also select the "Switch to Video" option to upload a video greeting instead. This will replace your text greeting. This is only available for the Classic features.
💡 TIP: When sending gifts, especially batch gifts, our gifting experts recommend keeping the merged tag, @firstname to address your recipient. This will pull your recipient's first name that is listed in the system. This helps personalize the gifts so that your recipients can feel special when opening their email or gift link! 😊
4️⃣ Recipients
Add your recipients! There are multiple ways of adding your recipients to your gift send. Listed are the three different methods.
Upload From File: This is best for batch gift sends. If you have a spreadsheet with your recipients listed, you can upload it here.
The Upload Wizard may not accept all fields listed in your spreadsheet, so make sure to double-check with our Snappy template.
If you do not have a spreadsheet and need a template, select the "Template" button to download an example file.
Required fields: First Name, Last Name, Email or Phone Number, and Country (please input 2-letter country code).
All other fields are optional.
Select from Existing/Prior: If you have recipients under your main Recipients tab, you can select them.
Add all recipients: Select the checkbox next to the "First Name" column → Select all recipients → Add all recipients
Use a filter: If your roster has recipients coded to different departments or countries, use the filter option to pull recipients from the set parameters.
Select the "Filter" icon → " + Add filter " → Set up your parameters → Add
Add New Recipient: Manually add individual recipients by inputting their First Name, Last Name, Email and/or Phone Number, and Country
5️⃣ Review & Send
Review your campaign details to ensure that everything is good to go!
Send yourself (or manager) a test email to preview the gift experience.
Confirm the billing method or select another billing method as needed.
Once everything is ready to go, select the "Send Gifts" or"Schedule Gifts" button to complete your gift send. 🚀
🚨 Gifts are always tied to the original billing information that they are sent from. Please make sure the billing method listed on your checkout page is the one you wish to be charged and invoiced against.
Happy Gifting! 🎁