Getting Started (Standard/Regular Users)

Welcome to the Getting Started Guide for Standard/Regular Users. This guide will walk you through all the necessary components to get you sending with Sendoso in no time!

1. Integrations

First things first: Integrations. Click the Image_2019-02-19_at_8.58.05_AM.png page to select the integrations to sync with your Sendoso Account.

 

Click here for a Salesforce integration walkthrough. 

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2. Send your first gift!

Click the Image_2019-02-19_at_9.02.14_AM.png page, or send from any of our integrations. Select the Touch you would like to send. Touches are created by your Sendoso Manager. 

For Physical Items, enter the mailing address and a note for the handwritten note.

For eGifts, enter in the recipients email address and a note to accompany the eGift. 

 

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Or, send with two clicks from your favorite tools like Salesforce.com:

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3. View Tracking

View the status of your orders from the Analytics page 

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