How to send a gift invitation with Alyce
Sending a gift in Alyce is easy! Once research has been returned for your prospects follow these steps:
- You'll be notified via email that your gift options are ready. Click the link to access your gift options.
- You'll get brought to this view where you can choose one of three gift recommendations, or choose from the Alyce marketplace.
- You'll then choose your Invitation Type. If you select a physical invitation type, you will see the option to let Alyce find that person's address for you, or if you know it, you can choose to enter it yourself.
- Next, you'll select a template for the message you want to send with your invitation.
- Once selected, you can personalize your message, choose who the message is sent as, and write a subject line.
- At this point, you can also click "View Landing Page" to see a preview of what your recipient will see.
- Once you are happy with your message. Click "Set message and continue".
- Last step is to confirm that you are ready to send by checking the unchecked box, and then click "Send Invite".
- Congrats! You've sent a gift with Alyce.
Optional Beta feature (talk to your CSM if you'd like to give it a try!)
Schedule your gift for later. Need to prepare a batch of gifts, but want to wait to send them out? Click "Schedule" to pull up a date and time in the future. We'll send the gift then.