Account management
Tools and guidance to effectively manage all aspects of your Giftogram account, including recipients, teams, and security.
36 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.
- Understanding recipient reactionsLet recipients share their appreciation with reactions directly from the redemption experience.
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.
- Updating your campaign's delivery methods to include SMSLearn how to start sending Giftograms via SMS through one of your existing campaigns
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.
- Managing users and assigning rolesCreate, manage, and update users in your Giftogram account. Learn how to assign roles so the right people have the right access.
- 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.
- How to manage user spending limitsLearn how to set up, adjust, and track user spending limits in Giftogram to keep spending organized and within your budget.
- Individual vs. Team WalletsThere are two ways to manage funds amongst your team. Learn how each works, and which is right for your organization
Managing brand assets
Discover how to upload and manage brand assets such as logos and designs for a consistent brand experience.
Managing payment cards
Understand how to add, update, or remove payment cards associated with your account for easy payments.
Managing shipping addresses
Learn how to manage multiple shipping addresses to ensure your physical Giftograms reach their destinations.
International settings
Set up international preferences such as language, currency, and localization options to cater to global recipients.
- Activating currencies in your account settingsAdd additional currencies to your account for international gifting.
- Updating the language of your digital GiftogramMake sure your recipients have the best experience possible by translating all of the text in your digital Giftogram to their preferred language.
- Updating your account currency settingsHow to update the display currency for your Giftogram account
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.
- How to manage your account notificationsStay on top of your account activity by customizing which notifications you'd like to receive via email.
W9 Settings
Learn how W-9 forms are collected for your campaigns