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Creating a Gift

Watch this video or read the instructions below to learn how to create a gift inside SendJim.

Having a gift in your follow-up Campaigns are a great way to have your company stand out from competitors! Watch the video or view the written instructions below to learn how to create and customize your gifts!
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Step 1: On the SendJim Dashboard, click the third option on the left menu "My Templates"

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Step 2: At the top right of the page, select "Add Template"

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Step 3: Select "Gift with Card" from the options


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Step 4: Select your Gift Tier from the options

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  • All gift options include the cost of a gift, shipping, and a customizable 4x4 card that you'll create before saving the gift.

Step 5: Select your gift box design if applicable from the list

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Step 6: Select your gift option from the list

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Step 7: Next, you'll choose your 4x4 template 

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  • If you want to start with a blank card, select the "Use Blank Template" button

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Step 8: Edit your Template inside the editor.

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  • To edit the text, click on the text box on the design to open the text formatting options at the top of the page.
  • To add new elements like text, shapes, QR codes, images, or personalization options (first name macro), please use the left menu.
  • To navigate to the back of the card, please click the "Back Side" button at the bottom left of the editor.
  • Once you're ready to save, click "Next" in the upper right corner. You can always return to make additional edits.

Step 9: Preview and approve your card design

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  • If you are satisfied with the design, click the checkbox at the bottom of the page and select "Next" in the bottom right.
  • If you need to make any edits, click the "Previous" button at the bottom left.

Step 10: Finally, Name and Save your Gift Template

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Questions? Open a chat with our team!