Log in and click on the Touches tab
Then, click on the + Create New Touch
Select the touch from a variety of options (Note: any physical items must be sent to our warehouse prior to creating the touch. How to)
Follow the steps to complete the touch creation process
Select items or options for the specific touch, then click Next
Enter the touch name for the sender and any advanced details (more advanced details here). We recommend changing the name of the touch so that is is clear to senders what this touch entails. Then click "Next".
Tracking - sync to a Salesforce Campaign to track ROI, and map Campaign Member Statuses to Sendoso Statuses. (Note: custom Campaign Member statuses must be created first in the Salesforce Campaign page "Advanced Setup" section)
Done! All that's left is to assign this touch to groups. Remember, all touches must be assigned to groups in order to be used by "Regular" users.