Manager + Admin Users
Articles for Manager and Admin users
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Account Balance
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When am I charged for a send?
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How do I change a Team's Funding Source?
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How do I create a Funding Source and add funds to my account?
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How can I add or remove funds for users?
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What's the Account Balance Summary?
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How do I obtain a copy of an invoice?
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How do I see the transaction history for a Funding Source?
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What if I have insufficient balance in Funding Source or User Balance?
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What is the Activity Feed?
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Account Balance Notifications
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How do I move funds from one Funding Source to another?
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How do I hide Account Balance from my senders?
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How do I edit a Funding Source?
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How to archive a Funding Source?
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When am I charged for a send?
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Teams and Users
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How do I invite a user with a different email domain to my account?
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How can I request more seats for my account?
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How do I know if I need more seats?
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What are the differences in user permissions and how do I change roles?
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How do I create a custom role?
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How do I manage users in my account?
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How do I create a team and invite team members?
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How do I put money into my team member’s accounts?
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How do I assign Groups to Touches?
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How can I delete a user?
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How can I delete a Team?
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How do I invite a user with a different email domain to my account?
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Touches
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Creating an Amazon Touch
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Creating a Sendoso Direct Touch
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Allowing Senders to Choose the Theme of a Gift Email
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Sendoso Choice (eGift) Options
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Touch Overview
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Creating a Sendoso Choice (eGift) Touch
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Creating a Visa eGift Credit Card Touch
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Creating a Wine or Champagne Touch
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Touch Set Up: Additional Details
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Creating a BYO Box Touch
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Setting up Custom and Expedited Shipping Methods
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Sendoso-Sourced Crinkle Paper
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Sendoso Way Packing Standards
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Editing an Existing Touch
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Deleting a Touch
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Adding an Event Label to an Order
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Sendoso Direct Marketplace - Terms and Conditions
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Creating an Amazon Touch
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Inventory
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How do I create products with variants?
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Will you notify me when I have low inventory?
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Ship Notice and Inventory FAQs
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How do I send more items to Sendoso's Fulfillment Center?
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How long does it take for my inventory to update once a shipment is received by the Sending Fulfillment Center?
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What happens when a Send is returned to the Sending Fulfillment Center?
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How do I update the photo and description of a product?
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How do I add my own products to my Inventory?
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How do I ship items to Sendoso's Sending Fulfillment Center?
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Creating Print on Demand Notecards
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Custom Mailers & Shipping Boxes FAQ
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How do I view and edit product details?
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What is the Custom Brand Shop?
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International Shipping FAQ
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How do I create products with variants?
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Playbooks and Customization
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Analytics and Send Tracking
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Manager + Admin FAQs
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What do I need to do to start sending?
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Inventoried Send Pricing FAQs
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Sendoso Glossary
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What's the difference between the Swag Store and the Custom Brand Shop?
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Inventoried Sends FAQs
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How are senders able to customize Address Confirmation emails?
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How do I switch between my Sendoso accounts?
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Setting up Custom Branded Sendoso Direct Products
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How do I set up the Sendoso Chrome extension?
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How to Whitelist and Add Sendoso as a Safe Sender in Outlook & Gmail
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Why isn’t the extension appearing in my browser?
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Can I send wine, beer, or champagne to Sendoso?
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Event Orders Best Practices
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Custom Notecards FAQs
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What is Item Cost Refund?
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How can I setup Two Factor Authentication?
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Sendoso Experiences FAQs
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Custom Domain FAQs
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Setting up a Custom Domain
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What do I need to do to start sending?
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Send Curation