Looking to automate your gifting efforts for work anniversaries and employee birthdays? The first step is to sign up for the Employee Engagement Plan and integrate your HR system with Goody. You can schedule a demo with our team here to learn more.

The next step is to set up Autogifting, following the instructions below:

Step 1: Sign in to your Goody for Business account and click on the "Contacts" tab on the top menu

Step 2: Select the group of team members you're looking to gift from the "Company Directory" menu on the left-hand side of the screen

Step 3: Click on the "Autogift" icon

Step 4: The "Autogifting" menu will populate. Choose the option to setup gifting for birthdays or work anniversaries for the group you've selected.

If you choose to setup Autogifting for birthdays:

Step 1: Choose your gifts

  • Explore over 150+ on-trend brands to find exactly what you're looking for. Need help? Don't hesitate to send us a message via live chat for some gift pick recommendations.

*We recommend adding at least 2 gifts to your selection in case an item becomes unavailable.

Once you've found the gifts that you're going to select, simply select the item by clicking "Select Gift." This will move the gift selection to populate to your Autogifting list. Please continue this process to add as many additional options as you'd like.

Step 2: Add your digital card and custom message

  • Enter the "From name" and message you'd like on all cards associated with the birthday Autogift you're setting up

  • Select a card from our selection of beautiful designer digital cards or upload a custom card of your own

  • Set your options and payment method

  • Note: your digital gift notifications will automatically be sent out on 9am EST on the day of the event

  • You can then choose to Activate your Autogift or instead save as a draft until you're ready

  • On the next screen you will Save your Autogift

  • From there the setup is complete and all selected employees will receive a gift automatically on their birthday

If you choose to setup Autogifting for Work Anniversaries:

Step 1: Select the tenure level option(s) you'd like to set up for the selected group

Step 2: Choose your gifts

  • Explore over 150+ on-trend brands to find exactly what you're looking for. Need help? Don't hesitate to send us a message via live chat for some gift pick recommendations.

*We recommend adding at least 2 gifts to your selection in case an item becomes unavailable.

Once you've found the gifts that you're going to select, simply select the item click "Select Gift." This will move the gift selection to populate to your Autogifting list. Please continue this process to add as many additional options as you'd like.

Step 3: Add your digital card and custom message

  • Enter the "From name" and message you'd like on all cards associated with the birthday Autogift you're setting up

  • Select a card from our selection of beautiful designer digital cards or upload a custom card of your own

  • Set your options and payment method

  • Note: your digital gift notifications will automatically be sent out on 9am EST on the day of the event

  • You can then choose to Activate your Autogift or save as a draft until you're ready

  • On the next screen you will Save your Autogift

  • From there the setup is complete and all selected employees will receive a gift automatically on their work anniversary

Tips to know about Autogifting:

  • Autogifts are sent out at 9am EST on the day they're schedule to be sent

  • If you're looking to add an Autogift for the day-of the event - instead go to the SEND page to select and send out the gift

  • You can edit the gift, card or card message up until the time the gift is scheduled to be sent

  • You are only charged for gifts that are accepted

Reminders for upcoming Autogifting will be sent to you on the following cadence:

  • 7 days before the event

  • 24 hours before the event

Any questions or need further help? Book a call here or send us a message in our live chat below.


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