Daisy Recto

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Activity overview

Latest activity by Daisy Recto
  • Daisy Recto created an article,

    Shipping to Events (via Platform) - EARLY ACCESS ONLY

      You can now ship items from our warehouse to events directly from the platform! Note that this is only available for early access customers at this point. Please contact your CSM or PM if you wan...

  • Daisy Recto created an article,

    How to use team wallets to send a gift (Early Access Only)

      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...

  • Daisy Recto created an article,

    How to use team wallets to customize monthly user spend limits (Early Access Only)

      What are the benefits of setting user spend limits in a team wallet? Previously, in order to send a campaign, the user needs to have balance in their user wallet. This required an admin to transf...

  • Daisy Recto created an article,

    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...

  • Daisy Recto created an article,

    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? Only admins have acce...

  • Daisy Recto created an article,

    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 this and where w...

  • Daisy Recto created an article,

    Bundle Campaign Packaging Terms and Conditions

    Packing requirements The packaging can be a really important part of the gifting experience so we want to work with you to ensure a smooth experience.Some examples of packaging requests: Add crink...

  • Daisy Recto created an article,

    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...

  • Daisy Recto created an article,

    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.   ...

  • Daisy Recto created an article,

    Adding Credit to Company, Team or User Wallets

    This will help guide you on how to top-up your company, team and user wallets.   How can I add credit to my company, team and user wallets? Go to: Organizations > Wallets Click on Add Cre...