Daisy Recto
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Articles
Votes on activity by Daisy Recto-
Bulk Approve or Reject Pending Sends
There are cases where a gift send from a triggered campaign, bulk import, or a landing page (or Zapier integration) can go into a "pending" status. We have made the process easier when it comes ...
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How to use team wallets to send a gift
After a team wallet has been created, topped up and the user spend limits have been configured, the team wallet can be used by a user within the team to send a gift. There are different ways to...
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How to use team wallets to customize monthly user spend limits
How can monthly user spend limits be customised per team wallet? Go to Organisation > Balances > Wallets Select the Team Wallets tab Click on a Team Wallet you want to edit. (If you have not ...
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How to view and create Team Wallets
What are team wallets? A team wallet is a wallet that can store credit specific to a team. Here's a helpful video going over this feature. Who has access to team wallets? All admins have acces...
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Adding customs details to an item for international shipping
Why are customs details important? Customs details are required in order for an item to be shipped internationally, outside our warehouse's trade zone. For more information about tarrif codes, re...
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Roles and Permissions
To control access and permission in the platform, users can be assigned to different roles. Admins - has full access to the platform. Campaign Manager - can create and manage campaigns an...
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Automatic currency conversion on sends
Select any payment currency to send campaigns Instead of managing balances in multiple currencies, users can now select any payment currency they want to use to send any campaign from our platfo...
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How to add a user to multiple teams
A user can be added to multiple teams to give access to: Team wallets from different teams - if you want to take funds from another team's wallet when sending a gift or using triggered campaigns C...
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Wallet Balances and Transactions
How to view, filter and export company and user balances and transactions Where can I view my wallet's balances? There are different areas in the platform where balances can be accessed. ...
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How to transfer credit between different wallets
As long as you have an admin role, you can transfer credit between different wallets in the platform, as long as the wallet exists. How can credit be transferred between wallets? Click on Walle...