It's easy to access all of your campaigns: saved campaigns will appear directly on your homepage, and you can use the "View All" option to see your full list of campaigns as well.

Before being able to upload your first recipients to a campaign, you will have an opportunity to review or edit the campaign's configuration once more. You can edit the gift selection, the notecard, or the sending method here.

Scroll down to find the recipient details section. To upload your recipients, use the manual entry option or use our .CSV template to upload larger recipient batches. If you have Integrations enabled, you can also use the 'Contacts' button to invite recipients to the campaign use contacts from your integrated CRM or People tool.

If there are errors in your recipient details, you will see them identified in red. You can promptly fix these errors at this stage by selecting the option to "Review List." Once the errors are resolved, you can go onto the next step by pressing the "Send gifts" button.

You will land on a success page once you have sent your gifts. The success page will include your gift links if you chose to send your gifts via link — you can copy them right there, or download the file for future use.

You can review your gift sends by clicking "Go to Gift History." Otherwise, you can upload a new batch to your campaign when you are ready straight from the homepage.