Essentials Package Feature Tour

Just purchased an Essentials subscription? Watch our Essentials tutorial video to see what's inside, or scroll down for some helpful tips and visuals to help you get started.

Want to read some Help articles instead? Here's what to browse. 

Branding - here's everything you can now brand!

  1. Custom Gift Email & Redemption Page Header
  2. Redemption & Shipping Confirmation Email
  3. Post-Redemption Page & Post-Thank You Page
  4. Custom Packaging

Gift Sends - easier gift sends + customizing collections

  1. Bulk Send 
  2. Email White labeling
  3. Gift Templates
  4. Custom Collections

Accounting - Finance made easier!

  1. Free shipping
  2. Invoicing

Branding

Custom Gift Email & Redemption Page Header

Check out these articles to learn more about using your own custom images for your email header and redemption page header, plus how to add your company's logo. 

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Redemption & Shipping Confirmation Email

You can edit the Redemption and Shipping Confirmation email templates to customize the logo, messaging, font and font colors, and image (Shipping Confirmation only). Check out this article to learn how to customize the post-redemption experience.

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Post-Redemption Page & Post-Thank You Page

You can edit the Post-Redemption Page and Post-Thank You Page templates to customize the messaging, font and font colors, button color, and image (Post-Thank You only). Check out this article to learn how to customize the post-redemption experience.

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Custom Packaging

Want to add a little something custom to your physical gifts? Learn about custom packaging and submit an order through the custom packaging tab in your portal.

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Gift Sends

Bulk Recipient Uploads

Want to upload your recipients from a spreadsheet? Here's how to to add them with your Essentials subscription. 

 

Email Domain White Labeling

By default, Loop & Tie gifts are delivered by hello@loopandtie.com. Here's how to customize that delivery email address

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Gift Templates

Save time and build a consistent experience by building gift design templates for all of your recurring gifting needs. Here's how to set up a custom gift template and expedite your gift sends.

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Custom Marketplace Collections

We all love a great shopping experience, and sometimes that means narrowing things down. With Custom Collections, you can pare down the available selections in any collection to create your own custom offering. Here's how to set up a custom collection.

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Toast - Custom Collections
*Custom collections are not eligible for custom packaging. 

Accounting

Free Shipping

This one's easy— simply send gifts to see your new ✨free✨ shipping in action.


Invoicing

If it's better for your business to buy gift credits via invoice, we're happy to help. Contact Sales by booking a demo