Account management | Giftogram Knowledge Base

Account management

Tools and guidance to effectively manage all aspects of your Giftogram account, including recipients, teams, and security.

29 articles

Managing recipients

Learn how to add, edit, and manage your list of recipients for seamless gifting.

Saving recipients to your accountSaving recipients unlocks the power of automated gifting, enables advanced permissions, and ensures consistent and comprehensive reporting.

Creating custom propertiesInclude the data you need for comprehensive reporting.

Creating and managing groups of recipientsTake full control over your list of eligible recipients to prevent misuse, and ensure consistent reporting.

Syncing contacts through a direct integrationNow that your account integration is set up let's configure a sync job in your Giftogram account.

Recipient whitelistRestrict recipient email addresses to specific domains.

Masking recipient email addressesEnhances privacy and security by masking recipient addresses.

Importing saved recipients to your account from a CSV or XLS fileUpload a CSV or XLS file of contacts to your account to easily add or update recipients in bulk.

Managing campaigns

Find out how to create, manage, and optimize gifting campaigns to reach your goals.

How to use CampaignsEasily reorder gifts for holidays, events, or rewards, and send them automatically for personal occasions like birthdays and anniversaries.

Creating standard campaignsCreate campaigns for all of your gifting programs to enhance reporting and boost efficiency.

Creating smart campaignsUnlock the power of automation by using Smart Campaigns to send gifts for key dates or for new recipient enrollments.

How to enable order approvals and manage your order queueMake sure admin have eyes on all the orders sent through your account.

API campaignTrigger Giftograms to be sent programmatically through an API campaign.

Managing your team

Get tips on how to manage user roles and permissions within your team to control access and functionality.

Creating and managing teamsOrganize users to align with your goals and organizational structure. Teams help you manage multiple budgets and programs simultaneously.

Inviting and managing users in your accountGet others involved to improve your program's efficiency and transparency while increasing the personalization behind each gift.

How to manage existing usersEasily manage your user's permissions and access to the account.

Merging Giftogram accountsTo merge existing Giftogram accounts into the same company, please contact someone from our customer support team for assistance.

Managing brand assets

Discover how to upload and manage brand assets such as logos and designs for a consistent brand experience.

Creating your custom Giftogram designEffortlessly customize your Giftogram designs to include branding and match your gift event or program.

Creating brand kitsCreate multiple brand kits for consistent, branded campaigns.

When to use Brand KitsBrand kits provide another level of customization to your digital Giftogram emails.

Managing payment cards

Understand how to add, update, or remove payment cards associated with your account for easy payments.

Sharing credit cards with teamsLearn how to share a credit card with your team in Giftogram for easier payments and budget control.

Managing shipping addresses

Learn how to manage multiple shipping addresses to ensure your physical Giftograms reach their destinations.

Managing Shipping AddressesSave and share all of your approved addresses.

International settings

Set up international preferences such as language, currency, and localization options to cater to global recipients.

Updating your account's currency settingsAdd additional currencies to your account for international gifting.

Security Settings

Secure your account by managing passwords, enabling two-factor authentication, and setting up other essential security features to protect your data and prevent unauthorized access.

Understanding admin settingsSet restrictions or permissions for all users in your Giftogram account.

Using SSO (single sign-on) to access our Giftogram accounts

Enabling Two-Factor Authentication (2FA)Two-factor authentication is an enhanced security measure that requires secondary confirmation when you sign in to your account.

What to do if you are locked out of your Giftogram accountIf you find yourself locked out of your Giftogram account, please contact a member of our team for assistance.

Cancelling your accountIf you have decided to cancel your Giftogram account, please contact our customer support team.

Resetting your Giftgram PasswordLearn how to quickly reset your Giftogram password.

Changing the email on your Giftogram accountWhether you've had a name change or a change in your company domain, updating your account email address is extremely quick and easy.