Daisy Recto
- Total activity 21
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 10
Articles
Recent activity by Daisy Recto-
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...
-
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...
-
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...
-
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. ...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...