Navigating to the Send Items Kit

Adding Recipients

Checking Out

Adding Recipients' Shipping Information

Selecting Preferences for Recipients Added Manually or from Contacts

Adding Recipients Later After Paying

Order Status Overview

Expand the Sidebar Menu (if collapsed)

Navigate to Kits & Items

On the Kits & Sent Items page, click the LIVE kit you want to check.

If you have permission to access and manage shared kits, you can use the OWNED BY filter to view kits created by other users in your company Workspace.

Here's a step-by-step guide for the complete steps: 👉How to Filter Kits by Owner (For Company Workspace Users)

In the kit dashboard, go to the "Sent Gifts" tab.

You may need to click the drop-down arrow under "VIEW ORDER"

Click the "ADD RECIPIENTS" link to the order you wish to add recipients to

Click the "VIEW ORDER" link on the order you wish to add recipients to

Click the "ADD RECIPIENTS" button in the top right corner.

Enter the number of recipients you wish to add per country

For multiple country selections, you can leave fields blank for countries you don't want to add recipients to

Click "NEXT" to proceed

Choose or add your preferred payment method from the options provided.

Click CONTINUE to proceed.

On the order summary section, click "PAY NOW."

If you are adding new recipients to your order, click on the INPUT RECIPIENTS button.

Enter the necessary shipping information of your recipient(s).

Please ensure all required information is complete for each recipient before adding the next, as the system will not allow you to move on if any information is missing.

You can also delete or update recipient details during this process.

Once you are done adding all recipients, click on the SAVE button.

Tick the check box next to each contact you'd like to include in your order.

If your selected contact has missing information, such as the name, phone number, or address, the system will ask you to provide these details after clicking the NEXT button.

Add the missing recipient details and click SAVE to proceed.
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Once your selected contact already has the necessary shipping details, you may click NEXT to proceed.

You can add recipients and select their preferences all at once by uploading a .xlsx spreadsheet file. To get started, click "UPLOAD SHEET" and then "Download Template." The template will include data related to the order. After filling out the template, be sure to save all changes. Close the file, then upload it and click "SUBMIT."

When you download the .xlsx template, the file name will include the order number.

Each country with selected items will have its own tab. Please complete the recipient information in the corresponding tab.

Fill out columns A through J with recipient information. Note that a phone number is required for recipients outside the U.S. to ensure successful delivery.

Swag Items: Choose the preference for each item from the dropdown list. Some swag items do not have size or color options, so simply select the default item in the dropdown list in those cases. Leave the 'Restrictions' column blank, as it is not applicable.

Snacks & Non-Swag Items: Select the default option from the dropdown list.

International Dietary Restrictions: Generally, restrictions are not applicable for international snack stashes. However, if the option is available, you'll need to type in any dietary restrictions (e.g., gluten-free, vegan, keto, paleo, kosher, nut-free, sustainable, halal, dairy-free, no sugar added).

US Dietary Restrictions: For US recipients, you can select applicable restrictions for stashes from the dropdown list.

If you choose to add recipients manually or from your contacts, you'll be prompted to select recipient preferences on the next page, such as color and sizing (if applicable) for each recipient. You may also need to provide dietary restrictions for snack items.

If you added a recipient that is not located in the country you have set up for the gift, the system will automatically remove the recipient and display an error message, "recipient falls outside of the countries you have set up the gift for and haven't been added."

For any apparel items, please make sure that you check the size guide to ensure accurate size selections.

After adding all the preferences, simply click the DONE button.
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For items that only have one variant, just click on the DONE button to proceed.

Return to the Kits & Items dashboard

Locate and click on the kit you want to add recipients to

Navigate to the "Sent Gifts" tab, locate the order that has seat(s) left and click "View Order"

Click the "Add Recipients" link located under "SEATS LEFT." Here, you'll see how many recipient spots are still available for this order.

After clicking, you'll be directed to the Add Recipients page.

Follow the prompts to add your recipients' shipping information.

All recipient orders begin here, and the status will initially show as PROCESSING. This process typically takes a few minutes.''

Orders with errors (except inventory errors) remain in this tab. To view error details, hover over the i icon next to Incomplete.

You will receive an email if any information is missing or if preferences still need to be selected, along with instructions on how to address these issues.

Click on the ADD PREFERENCES button to proceed with completing the recipient orders.

Orders with inventory-related issues (for pre-purchased swag) are moved here. You may need to restock if necessary.

Successfully processed orders are moved to this tab, showing the recipient's email address, a green "Sent" status, and the process date next to it.