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.
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
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.