Using the Alyce Send-As feature

The Alyce Send-As feature allows users to create gifts and send them as another member of their team. Bulk upload a contact list and distribute among your sales team. Or send a gift as a member of your leadership team.

The Send-As feature can be used on a gift by gift basis, or an entire Campaign can be set up with gifts coming from a single person. This help guide will show how to use both options.

Send a single gift as another person

Start by creating a gift as you normally would using the “Send a gift” button in Alyce.
After selecting the Invitation Method, the next step is to “Craft your message.” Use the arrow in the “Send this message as” drop down to choose a different sender.

Make your selection and craft your message. Once everything looks right, confirm and send.

Create a Default Send-As at the Campaign level

In some cases, you may want to create a campaign where all gifts are sent from the same person, but leads are added by multiple people on your team. Create a campaign with a default Send-As to make gifting quick and easy.
Create a Personal Gifting Campaign as you normally would. In the Campaign Settings, select Default send-as from the General settings.
When making this change, you will have the option of forcing all gifts in the campaign to have the same Send-as, or allow users to change it for individual gifts.
Save your settings to apply to the Campaign.
Note: Adding a Template Message to your Campaign will make gifting even faster!

Alyce Send-as FAQ

What will the recipient see when they open their gift?
The recipient will see that the gift came from the Send-as person selected. If a meeting is required, they will be able to book time on the Send-as user’s calendar. 
Will the recipient see my name on the gift?
No, the recipient will not know the gift was sent on behalf of the Send-as name.
Who will receive notifications for Viewed, Accepted or Declined gifts?
You can select who can be notified of gift actions in the Campaign settings

Please see What Alyce gift email notifications should I enable? for more information on gift email notifications.

If a meeting is required, whose calendar is checked/the meeting added to?
The calendar of the send-as will be exposed and the meeting will be booked on that user's calendar.