Sent From Feature: How does it work?

Loop & Tie’s Sent From feature allows you to send gifts on behalf of team members and creates a seamless experience for both the Gift Creator (you!) and the Gift Sender (your team member). The Gift Sender will receive thank you notes and more.

How do I activate this feature?

You’ll see the Sent From column in your Recipient Activity dashboard as a locked feature. To unlock it, just email our team!

Screen Shot 2020-11-09 at 8.39.59 AM

 

How do I add the Sent From information?

Once the feature is unlocked, you must download the formatted CSV offered on the Recipients page of the Gift Send flow. Enter the name of the Gift Sender in the “From” column and their email in “Sent From Email” column.

Screen Shot 2020-11-09 at 8.40.10 AM

What happens after I send the gifts?

The first time gifts are sent on a Gift Sender’s behalf they receive a Welcome email from Loop & Tie. The email lets them know thank you notes are heading their way, who the Gift Creator is, and gives them the opportunity to see an activity report.

Of course, there is an opt-out. If the Gift Sender doesn’t want to receive emails about this, they can easily opt-out

Screen Shot 2020-11-09 at 8.40.18 AM

How will the Gift Sender know the status of the gifts?

Gift Senders will receive a weekly update email to help them track recipient activity. Updates will include recent activity - including who has selected a gift - and a list of recipients that could use a personal follow-up.

Screen Shot 2020-11-09 at 8.40.24 AM

From within the update email, Gift Senders can also click a link to see All Time Gift Activity, and toggle to the Recipient Inactivity report as well. This gives Gift Senders a centralized reporting view. No need to send an email to the Gift Creator asking for a status update!

Screen Shot 2020-11-09 at 8.40.43 AM

Will Gift Senders get an email every time someone sends gifts on their behalf?

We’re not a fan of clogging your inbox, but we think being informed is key. When a new set of gifts is sent out by a Gift Creator, the Gift Sender will get a simple email letting them know gifts were sent, and who put in the work of getting them created and sent!

Screen Shot 2020-11-09 at 8.40.56 AM