Manager + Admin Users

• How do I create a Funding Source and add funds to my account?
• When am I charged for a send?
• How can I add or remove funds for users?
• How do I change a Team's Funding Source?
• How to archive a Funding Source?
• How do I edit a Funding Source?

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• How do I create a team and invite team members?
• How do I manage users in my account?
• What are the differences in user permissions and how do I change roles?
• How do I create a custom role?
• How can I delete a user?
• How can I delete a Team?

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• Touch Overview
• Sendoso Choice (eGift) Options
• Creating a Visa eGift Credit Card Touch
• Creating a Sendoso Choice (eGift) Touch
• Creating a BYO Box Touch
• Creating a Single Item Touch

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• How do I add my own products to my Inventory?
• How do I create products with variants?
• How do I ship items to Sendoso's Sending Fulfillment Center?
• How long does it take for my inventory to update once a shipment is received by the Sending Fulfillment Center?
• How do I update the photo and description of a product?
• How do I view and edit product details?

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• How do I create and maintain themes to customize gift emails and landing pages?
• What are Playbooks and why are they helpful?
• How can I enable or disable Playbooks?
• How can I use Playbooks as a Manager User?

• Tracking Sends as an Admin or Manager
• What do the different statuses in the Send Tracker mean?
• How do I check the activity of a Send?
• How do I approve or cancel Sends with issues?
• Analytics Page Overview
• What reports can I pull from the Analytics page?

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• Event Fulfillment Best Practices
• Sourcing through Sendoso
• Global Address Confirmation Settings
• Safeguards for Automated Sending
• Sendoso Marketplace Updates - Spring 2023
• What do I need to do to start sending?

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• What is Campaign Services and what do they do?
• Working with Campaign Curators - Prep & Timelines
• Campaign Services Engagement Request
• International Sending with Campaign Services
• Campaign Services FAQs
• Campaign Services Sending Calendar

• Items Sendoso Can't Store at Our Sending Fulfillment Centers
• What items cannot be sent domestically and internationally?
• What Countries can I not Send to?
• Shipping inventory from one Sending Fulfillment Center to another
• Receiving Inventory FAQs
• Sending Fulfillment Center FAQs

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