Managing corporate gifting orders on behalf of your clients can be a complex task. Coordinating multi-recipient shipments, tracking deliveries, and ensuring consistent branding across numerous orders require efficient tools. As a Shopify merchant, providing a seamless experience for your corporate clients is essential. Send To Many simplifies this process by allowing you to handle bulk gifting orders effectively within Shopify. This guide will walk you through creating a Paid Send, where orders are processed with payment, ensuring a smooth corporate gifting campaign.
Step 1: Create or Select a Draft Order as the Template for Your Send
Begin by setting up a draft order in Shopify, which will serve as the template for your send. This draft order defines the key details applied to all recipient orders. For a corporate gifting campaign:
Product(s): Include the items to be sent. If different recipients are to receive different products, you can specify these in your upload file.
Discounts: Add any order discounts you like to the draft and they will be applied to each order in the Send.
Customer: Assign the corporate client as the customer. This ensures that all orders reflect the sender appropriately.
Notes/Tags: Optionally, add notes or tags to categorize and manage the orders efficiently.
Remember, a single draft order suffices for the entire send; the app customizes each order based on the recipient details you provide.
Step 2: Prepare Your Recipient Upload File
Organize your recipient information in a CSV or Google Sheet. Utilize the following templates to format your data correctly:
Excel Template: Input your data into the “Standard Upload” or “With Products” tab as needed. Ensure column headers remain unchanged. Save the specific tab as a CSV file for upload.
Google Sheet Template: Make a personal copy of the template. Share it with “anyone who has the link” as a viewer to grant the app access. Copy and paste the full URL of the tab containing your data into the app.
Each row should represent an individual recipient and include:
Name and Address: Full shipping details for each recipient.
Product Information: If recipients are receiving different products, include the product handle or SKU for each. If all recipients receive the same product(s), this column can be left blank, and the app will default to the product(s) specified in the draft order.
Notes: Personalized messages or instructions for each recipient, if applicable.
For detailed formatting guidelines, refer to the Formatting Your Bulk Order Upload File for Shopify article.
Step 3: Set Up Your Campaign in Send To Many
Access the Send To Many app from your Shopify admin dashboard. Initiate a new send and select the Paid Send option. Assign a descriptive name to your campaign (e.g., “Holiday Gift Distribution 2025”) and, if necessary, add a description or designate a store representative. These details assist in organizing and tracking your campaigns effectively.
Step 4: Upload the Recipient File
Within the app, upload your prepared recipient file. Send To Many will automatically validate the data, highlighting any errors such as incomplete addresses or missing fields. You can correct these issues directly in the app or choose to exclude specific entries, ensuring that only accurate orders are processed.
Step 5: Assign Shipping Methods
The app calculates available shipping rates based on your Shopify shipping rates and the recipients’ addresses. You can assign shipping methods to each recipient or apply custom options as required. This flexibility allows you to meet your clients’ preferences and manage shipping costs effectively.
Step 6: Configure Delivery Notifications
Determine how delivery notifications should be handled to align with your client’s communication preferences:
Suppress All Notifications: No notifications are sent, maintaining discretion.
Notify Recipients: Recipients receive updates, ideal if they require shipment tracking information.
Notify the Client (Sender): The corporate client receives notifications about all orders, providing them with oversight of the distribution process.
Choose the option that best fits your client’s needs to ensure a smooth experience.
Step 7: Process the Orders and Manage Payment
Send To Many offers flexible payment workflows:
Aggregate Draft Order: Generate a consolidated invoice encompassing all orders, which can be sent to your client for approval. Once payment is received, proceed to process the individual recipient orders.
Immediate Processing: If payment arrangements are already in place, process all orders immediately. The app will create individual orders for each recipient, reflecting their specific details, and these will appear in your Shopify admin, ready for fulfillment.
Step 8: Monitor and Finalize the Send
After processing, all orders are accessible through the Send To Many dashboard. Here, you can monitor order statuses, track deliveries, and address any issues promptly. This centralized oversight ensures that your client’s corporate gifting campaign is executed professionally and efficiently.
By following these steps, you can effectively manage corporate gifting orders using Send To Many, providing a seamless and personalized experience for your clients while streamlining your internal processes.