Getting Started: How to Create an Alyce Personal Gifting™ Campaign
Create a Personal Gifting Campaign to send a gift directly from a member of your team to a customer or prospect.
Navigate to the drop-down carrot next to your profile picture in the main navigation and choose "Campaign Settings."
In campaign settings, click on the green "Create new campaign" button.
Choose the type of campaign you want to set up.
Proceed to the Create new campaign screen. Fill in the name of your campaign, the team that should have access and who the owner / admin of the campaign will be (generally owner of the team - see Team Settings for more). Click create campaign when you are finished.
Congratulations! Your campaign is ready to use, with the Alyce default settings. Let’s customize your Personal Gifting Campaign to meet your needs.
Update the Campaign name
If you decide the name is not clear, or your objective changes, you can edit your campaign name.
Change the Campaign Owner
Going on vacation? Stepping into a new role? Change the Campaign owner to another person on your team.
Change the default send-as person
Any campaign can be set to send-as the gifter, or a single person on your team. All gift update emails will go to this email address as well.
Change Gift Research options
You can require each gift be researched by Alyce for a perfect fit, or allow your team to choose a gift and send the invite immediately. Or leave the choice open.
Change Email notifications
Learn more about which email notifications to enable in What Alyce gift email notifications should I enable?
Is your campaign complete? Disable it to hide it in the gifting flow, and prevent new gifts being added.
Changes in your Campaign Settings are saved automatically. Once you are satisfied with the settings, you can start gifting.