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Knowledge base

  • Understanding Alyce

  • Gifting

  • Campaign Management

  • Team Management

  • Personal Settings

  • Recipients

  • Invitation Template Management

  • Integrations

  • Organization Management

  • FAQ's

  • Alyce Legacy Platform Articles

Understanding Alyce

Alyce Overview

  • Best Practices for Working with Alyce Support
  • What's changed in the Gift Experience?
  • Alyce index - A to Z
  • A Bird’s Eye View: How Alyce Works
  • Recipient Experience: Accept, Exchange, or Donate
  • What kind of responses can I expect?
See all 8 articles

The Alyce Approach

  • The Alyce Approach: Start to Finish Overview

Gifting

For Admins

  • Alyce Activate FAQs
  • Getting Started with Donation Gifting
  • Getting Started with Instant Gifting
  • Getting Started with Swag Select
  • Getting Started: How to Create an Alyce Activate™ Campaign
  • Gift Link invitations - how to use and enable
See all 7 articles

For Team Members

  • Example Follow-up Sequences
  • Help Your Prospects and Customers WFH With These Gifts in the Alyce Marketplace
  • How do I track my gift invitation status in Alyce?
  • How to expire a gift
  • How to followup with gift URLs
  • How to send a gift invitation with Alyce

Campaign Management

For Admins

  • How to change the default gift of an Activate campaign
  • How to change the owner of a campaign
  • Vidyard for Alyce Overview Video
  • How do I duplicate a campaign?
  • A Complete Guide to the Alyce and Vidyard Integration
  • How to set up a Post Gift CTA in a Campaign
See all 11 articles

For Team Members

  • Which actions should I require a recipient to do in order to accept their gift?

Team Management

For Admins

  • Alyce Billing Insights FAQs
  • Getting Started with the Billing Insights Dashboard
  • How to add a compliance prompt for your team
  • How to Add a Team Member in Alyce
  • How to Add your Name to the "Mail From" field in Emails Sent through Alyce
  • How to Bulk Upload Team Members to Alyce
See all 8 articles

Personal Settings

Personal Settings Configuration

  • Connect your Email and Calendar
  • Creating a Personal Invitation Template
  • How to Monitor Remaining Gift Invitations
  • Setting Up your Alyce Profile (Personal Settings)

Recipients

For Team Members

  • Gift Recipient Notification Emails Sent from Alyce
  • How to Upload Recipients and Submit for Research

Troubleshooting

  • I’m a recipient and I didn’t receive my gift - what should I do?
  • My recipient didn’t get their gift - what should I do?
  • What happens if I asked Alyce to find the recipient's address, and there's an issue?
  • What if there is no information publicly available about my recipient?

Invitation Template Management

For Team Members

  • Best Practices for Alyce Invitation Messages
  • How to use Placeholder Text in Invitation Message Templates
  • Invitation Message Examples

Integrations

Marketo

  • A Complete Guide to the Alyce and Marketo Integration
  • Installing the Alyce for Marketo Integration
  • Testing the Marketo Integration
  • Gift Statuses and Gift Data availability in Marketo
  • Leveraging the Alyce Custom Object in Marketo
  • Alyce for Marketo FAQs
See all 9 articles

Email and Calendar

  • What is Domain Authentication / DKIM?
  • Domain authentication configuration (connect all emails of a domain)
  • Google Email & Calendar Integration FAQs
  • Microsoft Email & Calendar Integration FAQ
  • Testing the Microsoft or Google Email/Calendar Integration

Outreach

  • Testing the Outreach Integration
  • Leveraging Alyce data from Salesforce in Outreach
  • Installing the Alyce Integration in Outreach
  • How to Add Alyce Triggers in Outreach

Chrome Extension

  • Alyce for Chrome FAQs
  • Why can I not access Alyce for Chrome at my organization?
  • Installing Alyce for Chrome
  • Getting Started with Alyce for Chrome

Salesforce

  • Adding Alyce Components to Salesforce Page Layouts - Salesforce Classic
  • Adding Alyce Components to Salesforce Page Layouts - Salesforce Lightning
  • Alyce for Salesforce - Application Components Overview
  • Alyce for Salesforce Application Release Notes
  • Alyce for Salesforce FAQs
  • Alyce Gift Object Layout and Available Data
See all 16 articles

Organization Management

Organization settings

  • How to create custom fields

Security

  • How to add domain restrictions to your organization
  • How to set up forced SSO for your organization
  • Forced SSO and Domain Restrictions - what are each?

FAQ's

SPAM / Deliverability

  • Emails & Deliverability
  • Unsubscribe / Opt-Out / CAN-SPAM

Troubleshooting

  • I am not receiving Alyce System or Notification Emails - what should I do?
  • What Alyce gift email notifications should I enable? 

Alyce Legacy Platform Articles

Legacy Users Only

  • Configuring Campaign Settings (Alyce Legacy Platform)
  • Credits-based Budget Management (Alyce Legacy Platform)
  • Managing Team Members (Alyce Legacy Platform)
  • Recommended Team Settings (Alyce Legacy Platform)
  • Setting Up Your Personal Profile (Alyce Legacy Platform)
  • Team Templates for Gift Invitations (Alyce Legacy Platform)
See all 8 articles

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