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.
Click on the settings icon and choose "Campaign Settings."
Click on the "Create new campaign" Button
Choose Personal Gifting
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. This person can receive email notifications regarding gift activities in the campaign. 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.
Set the Gift Budget or choose a Custom Marketplace
Click the Gift Invites tab and the "Change" button for the first menu option. Here you can configure the value of gifts available in your campaign. Use the Preview links to see what products will be available with the current budget and campaign settings. Use the Recipient Experience to preview the gift flow.
If you select a Custom Marketplace, you will see that the next three sections (Gift Budget, Gift Types, and Gift Vendors) cannot be edited. This is because the settings are included in the Custom Marketplace.
Note: Selected a Custom Marketplace and changed your mind? Remove it with the small x in the drop-down:
Add Gift Invites
Team members cannot send gifts until they have invites allotted. Set these from the Gift Invites tab. See more in Managing Gift Limits.
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 from being added.
Changes in your Campaign Settings are saved automatically. Once you are satisfied with the settings, you can start gifting.