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Course Catalog
The complete catalog of training Sendoso University has to offer!
 
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SDR Strategic Sender
SDR Strategic Sender
This free certificate program is designed for anyone interested in learning more about how SDRs can incorporate gifting into their outreach strategy.
2 Courses
Strategy Sales Admin/Manager Sender Certification
Sending: Get to Know
Sending: Get to Know
Learn more about available sending options and how to send from your CRM solution.
7 min
2021Launch Introductory Informational Send Send Types Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing
Sendoso: Get to Know
Sendoso: Get to Know
Learn the basics of sending with Sendoso, how to use the Chrome extension, and our recommended first sends.
3 min
Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing
Photography Services: Get to Know
Photography Services: Get to Know
Learn how Sendoso can improve sending adoption by contracting with our professional photography services.
Customer Experience (CX) Sales Video Marketing
SmartSend: First Look
SmartSend: First Look
Learn how we are transforming sending! Use SmartSend to master personalized sending at scale.
3 min
Customer Experience (CX) Sales Video Sender Marketing
Sendoso Choice Direct: First Look
Sendoso Choice Direct: First Look
Learn how we've made sending from our marketplace easier than ever.
3 min
Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Sender Marketing
Party Link: First Look
Party Link: First Look
Learn how sending is becoming even easier with Party Link. Reach all your recipients with just one link!
1 min
Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Sender Marketing
Analytics: Get to Know
Analytics: Get to Know
Learn how to track your teams' sending using the Analytics Dashboard.
3 min
Best Practices Analytics Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Marketing Week 1
Address Confirmation: Get to Know
Address Confirmation: Get to Know
Make sure your recipient's address is correct by using the Address Confirmation feature.
5 min
2021Launch Introductory Informational Feature Send Best Practices Customer Experience (CX) Sales Course Human Resources (HR) Sender Marketing
Send Tracker: Get to Know
Send Tracker: Get to Know
Learn to use the Send Tracker to monitor the progress of your sends.
4 min
2021Launch Send Tracker Informational Feature Best Practices Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing
Chrome Extension Tour
Chrome Extension Tour
Learn how to install and use the Sendoso Google Chrome extension.
1 min
2021Launch Platform Informational Best Practices Chrome Extension Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Sender Marketing
Three Tiers of Personalization
Three Tiers of Personalization
Learn how Caspian uses a three tiered system to personalize his gifts.
5 min
Amazon Gifts Best Practices Sales Video Sender
Follow Up With Email
Follow Up With Email
Learn how Caspian uses a three part follow up email to find success using Sendoso.
4 min
Best Practices Sales Video Sender
Account Balance: Get to Know
Account Balance: Get to Know
Get a high-level overview of the five financial functions on the Account Balance Page.
5 min
2021Launch Account Balance Account Management Financial Admin/Manager Course Week 1
8 Tips for Salesloft & Sendoso
8 Tips for Salesloft & Sendoso
Learn eight tips for how to best use Salesloft and Sendoso together.
6 min
Salesloft Integrations Best Practices Course
Account Balance: Funding Sources
Account Balance: Funding Sources
Learn how to set up and assign funding sources to users, teams, and campaigns. Without funding, you can’t start sending.
11 min
2021Launch Account Balance Introductory Financial Informational Admin/Manager Course Week 1
Account Balance: Invoices & Receipts and Activity Feed
Account Balance: Invoices & Receipts and Activity Feed
Learn how to track the money you and your teams have used from the Invoices & Receipts and Activity Feed tabs.
7 min
2021Launch Account Balance Account Management Financial Admin/Manager Course Week 1
Account Balance: User Spending Limits and Settings
Account Balance: User Spending Limits and Settings
Learn how to manage your money by assigning, moving, removing, and adjusting your Sendoso balances.
11 min
2021Launch Account Balance Account Management Financial Admin/Manager Course Week 1
Adding Products to Inventory
Adding Products to Inventory
Learn how to add your inventory to Sendoso before shipping, including product category, details, and warehouse information.
2 min
2021Launch Inventory Warehouse Inventoried Sends Set Up Inventory Management Course
Amazon Gifts: Sending
Amazon Gifts: Sending
3 easy steps to send an Amazon Prime gift to your recipient with a personal note.
4 min
2021Launch Amazon Gifts Send Send Types How to Send Course Sender
Amazon Sends: Get to Know
Amazon Sends: Get to Know
Need a flexible and fast way to sent a highly personalized gift that really hits home? Try an Amazon Send.
3 min
2021Launch Amazon Gifts Introductory Informational General Platform Send Types Course Sender
April '22 Release Notes
April '22 Release Notes
Spring 2022 enhancements ensure you’re seen at the same time your recipient feels seen.
Address Confirmation Inventoried Sends Direct Marketplace Analytics Release Notes User Management Account Customization Sending Enhancements
August '22 Release Notes
August '22 Release Notes
Summer 2022 launch enhancements make sending simpler than ever.
Address Confirmation Release Notes User Interface (UI) Updates Notifications Account Customization Sending Enhancements
Book More Meetings Using Sendoso
Book More Meetings Using Sendoso
Learn how you can book more meetings using the Meeting Scheduler in Sendoso.
5 min
2021Launch Feature Send How to Send Course Sender
Create a Salesforce Campaign in Sendoso
Create a Salesforce Campaign in Sendoso
Learn how to create a Salesforce Campaign in Sendoso. Assigning touches to a Salesforce Campaign is a necessary step to measure the success of your sending.
Salesforce Integrations Admin/Manager Course
CSV Bulk Sending: Get to Know
CSV Bulk Sending: Get to Know
Learn how to use CSV uploads to send physical gifts and Sendoso Choice eGifts.
8 min
Account Management Best Practices Admin/Manager Course Sender
Custom Brand Shop: Get to Know
Custom Brand Shop: Get to Know
Learn how to use the Custom Brand Shop to order custom swag and eliminate manual shipping and inventory creation.
7 min
2021Launch Informational Feature Custom Brand Shop Course
Customer Success Resources
Customer Success Resources
Learn about the resources available to ensure your success with Sendoso!
Best Practices On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Human Resources (HR) Sender Marketing CSM Office Hours
The Customization Center
The Customization Center
Learn how to further brand and personalize your digital sends using the Customization Center and Themes.
4 min
Admin/Manager Course Week 2
Event Experiences: Get to Know
Event Experiences: Get to Know
Want to host a targeted online event for VIPs without worrying about logistics or coordination? Check out Event Experiences.
7 min
2021Launch Event Experiences Introductory Informational General Platform Send Types Course Sender
Event Experiences: Sending
Event Experiences: Sending
Once an Event Experience has been scheduled with a partner, send an invite to your participants.
7 min
2021Launch Event Experiences Send Send Types How to Send Course Sender
Fulfillment Center Charges
Fulfillment Center Charges
Learn about our Fulfillment Center charges referred to as pick & pack fees.
5 min
2021Launch Warehouse Inventoried Sends Financial Non-Platform Course
Fulfillment Centers & Inventory: Get to Know
Fulfillment Centers & Inventory: Get to Know
Get an overview of how to ship items to our Fulfillment Centers and the process of fulfilling your Sendoso orders.
6 min
2021Launch Warehouse Inventoried Sends Introductory Informational Non-Platform Course
Get to Know Salesforce
Get to Know Salesforce
Discover the advantages of integrating your company's Salesforce database with Sendoso.
3 min
2021Launch Salesforce Integrations Introductory Informational 3rd Party Course
Get to Know Triggered Sending
Get to Know Triggered Sending
Learn how to save time and automate some of your sending.
3 min
2021Launch Integrations Introductory 3rd Party Automation Course
Getting Started with Sendoso's Free Account
Getting Started with Sendoso's Free Account
Learn how to book more meetings, reward customer loyalty, and drive AMB campaigns with Sendoso's Free Account.
10 min
Course Sendoso's Free Account
Integration Campaign Naming
Integration Campaign Naming
Learn how clear naming conventions can make the difference when collecting data in a CRM solution.
2 min
2021Launch Integrations Best Practices 3rd Party Course
Inventoried Items: Sending
Inventoried Items: Sending
3 easy steps to send a single item, an item from a list, or a pre-established set of items.
14 min
2021Launch BYO Box Inventoried Sends Campaign Services Platform Send Send Types How to Send Platform - Use Course Sender
Inventory Fundamentals
Inventory Fundamentals
Get ready to send your inventory by learning about naming conventions and preparing grouped items.
4 min
2021Launch Inventory Warehouse Inventoried Sends Introductory Informational Course Week 3
July '22 Release Notes
July '22 Release Notes
July 2022 enhancements enable you to easily manage your send operations.
Address Confirmation Release Notes User Management
Getting Started for Managers
Getting Started for Managers
Welcome to the Sendoso. Learn how you can get started in this quick video tour of the Sendoso Platform
3 min
2021Launch Platform Informational General Platform Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Marketing Week 1
November '22 Release Notes
November '22 Release Notes
An improved Address Confirmation experience and bulk sends made easier.
Address Confirmation Sendoso Choice eGifts Release Notes
Prepare for an Event Experience
Prepare for an Event Experience
Learn how to prepare to deliver a memorable experience for your recipients.
4 min
2021Launch Set Up Platform - Use 3rd Party Admin/Manager Course
Proving Value and Beyond: The Power of Reporting in Salesforce
Proving Value and Beyond: The Power of Reporting in Salesforce
Learn about the mission-critical ROI reporting available when you connect Sendoso and Salesforce.
40 min
Salesforce Integrations Best Practices Strategy Analytics On-Demand Webinars Customer Experience (CX) Sales Admin/Manager The ROI of Sending Marketing CSM Office Hours
Quick Case Studies for Sendoso Choice
Quick Case Studies for Sendoso Choice
Check out how other companies are successfully using Sendoso Choice.
3 min
2021Launch Sendoso Choice eGifts Non-Platform Best Practices Strategy Course
Quick Case Studies for Sendoso Direct
Quick Case Studies for Sendoso Direct
Check out how other companies are successfully using Sendoso Direct.
3 min
2021Launch Direct Marketplace Non-Platform Best Practices Strategy Course
Salesforce User Sync
Salesforce User Sync
Learn how sync the users you have in Sendoso with team members in Salesforce.
3 min
Salesforce Teams Integrations Set Up Course
Campaign Services: Get to Know
Campaign Services: Get to Know
Get a high-level overview of how Curators improve campaigns by strategizing, sourcing products, and preparing inventory.
5 min
2021Launch Campaign Services Introductory Informational Non-Platform Creative Course
Campaign Services: Post-Request Process
Campaign Services: Post-Request Process
You've submitted your Campaign Services engagement request, so now what? Learn what deliverables and timelines to expect in the rest of the process.
5 min
2021Launch Campaign Services Informational Policy / Process Creative Course
Campaign Services: What are the Benefits?
Campaign Services: What are the Benefits?
Check out the difference between campaign planning and execution with and without Campaign Services experts.
6 min
2021Launch Campaign Services Non-Platform Best Practices Creative Course
Sending with HubSpot
Sending with HubSpot
Use HubSpot to incorporate Sendoso sending into your workflows and track success.
22 min
Integrations Course HubSpot
Sending with Marketo Engage
Sending with Marketo Engage
Use Marketo Engage to incorporate Sendoso sending into your triggered marketing activities.
19 min
Integrations Marketo Course
Sending with Sendoso's Free Account
Sending with Sendoso's Free Account
Learn how to book more meetings, reward customer loyalty, and drive AMB campaigns with Sendoso's Free Account.
5 min
Course Sendoso's Free Account
Welcome to Sending 201
Welcome to Sending 201
Learn how to send every gift type available in Sendoso and how to use Templates in your sending.
43 min
2021Launch Sendoso Choice eGifts Introductory Informational General Platform Send Types Customer Experience (CX) Sales Course Human Resources (HR) Sender Marketing senders
Sendoso Choice: Note Ideas
Sendoso Choice: Note Ideas
Spruce up your Sendoso Choice notes with clever messaging so they really stand out in inboxes.
2 min
2021Launch Sendoso Choice eGifts Send Types Non-Platform Send Ideas Best Practices Course Sender
Sendoso Choice: Redeeming
Sendoso Choice: Redeeming
Find out what your recipient receives and how they redeem a Sendoso Choice gift.
4 min
2021Launch Sendoso Choice eGifts General Platform Send Types How to Send Course Sender
Sendoso Choice: Sending
Sendoso Choice: Sending
Three easy steps to send your recipient an eGift that gives them the power of Sendoso Choice.
14 min
2021Launch Sendoso Choice eGifts Send Send Types How to Send Course Sender
Sendoso Direct: Get to Know
Sendoso Direct: Get to Know
In need of the perfect item to open a door, accelerate a deal, or encourage a renewal? Try Sendoso Direct.
3 min
2021Launch Direct Marketplace Introductory Informational General Platform Send Types Course Sender
Sendoso Direct: Sending
Sendoso Direct: Sending
3 easy steps to delight your recipient with gifts from our network of locally owned Sendoso Direct vendors.
9 min
2021Launch Direct Marketplace Send Send Types How to Send Course Sender
Sendoso Foundations: Creating Touches
Sendoso Foundations: Creating Touches
Learn about the touches you'll use to surface available sends to your users.
Best Practices On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing Week 1 Sendoso Foundations
Sendoso Foundations: Sender Training & Best Practices
Sendoso Foundations: Sender Training & Best Practices
Learn the basics of Sendoso and how to leverage it for your sending needs.
Best Practices On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing Week 1 Sendoso Foundations
Sendoso Foundations: Setting Up Your Account Balance, Teams & Users
Sendoso Foundations: Setting Up Your Account Balance, Teams & Users
Learn the foundational concepts of building out your Sendoso account.
Best Practices On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing Week 1 Sendoso Foundations
Sendoso Online Education Resources
Sendoso Online Education Resources
Learn more about Sendoso University, Live Online Webinars and Help Center.
4 min
Course
September '22 Release Notes
September '22 Release Notes
New enhancement gives recipients the power of choice.
Address Confirmation Sendoso Choice eGifts Release Notes
Set Up a Direct Marketplace Campaign
Set Up a Direct Marketplace Campaign
Learn how to create a Direct Marketplace campaign. Choose from hundreds of desirable options, including snacks, cocktail kits, succulents, spa kits, custom art, and holiday offerings.
4 min
2021Launch Touches Set Up Platform - Use Admin/Manager Course
Set Up a Sendoso Choice Campaign
Set Up a Sendoso Choice Campaign
Learn how to create eGifts from multiple vendors and let your recipients choose their favorite.
4 min
2021Launch Sendoso Choice eGifts Touches Set Up Platform - Use Admin/Manager Course
Set Up an Amazon Campaign
Set Up an Amazon Campaign
Learn how to create the perfectly custom send through Amazon Prime.
3 min
2021Launch Touches Amazon Gifts Set Up Platform - Use Admin/Manager Course
Set Up an Event Experiences Campaign
Set Up an Event Experiences Campaign
Learn how to create real-time virtual events, including magic shows, floral workshops, and wine tastings.
8 min
Event Experiences Touches Set Up Platform - Use Admin/Manager Course
Set Up an Inventoried Items Campaign
Set Up an Inventoried Items Campaign
Learn how to create an Inventoried send with either a single item, multiple items, or preset items for your box.
8 min
2021Launch Inventoried Sends Platform Set Up Platform - Use Admin/Manager Course
Ship Notices & Basic Shipping
Ship Notices & Basic Shipping
Learn how properly packing and labeling your inventory shipment can ensure timely receipt by the warehouse.
7 min
2021Launch Inventory Warehouse Lifecycle Best Practices Course
Shipping Special Cases
Shipping Special Cases
Learn best practices on handling inventory and shipment for items that are stylized, grouped, heavy, fragile, or vendor shipped.
8 min
2021Launch Warehouse Policy / Process Lifecycle Course
Teams & Users: Create and Manage Users
Teams & Users: Create and Manage Users
Learn how to invite new users, assign permissions, and make changes to existing users.
8 min
2021Launch Teams Account Management Platform - Use Admin/Manager Course Week 1
Teams & Users: Create Departments and Teams
Teams & Users: Create Departments and Teams
Learn how to group your users into teams and departments. Once they're grouped you manage permissions, funding, and campaigns.
5 min
2021Launch Teams Platform Account Management Admin/Manager Course Week 1
Teams & Users: Get to Know
Teams & Users: Get to Know
Get a high-level overview of how to create and manage teams, users, and departments.
5 min
2021Launch Teams Platform Introductory Informational Admin/Manager Course Week 1
Teams & Users: Manage Teams and Departments
Teams & Users: Manage Teams and Departments
Learn how to assign team touches and make changes to existing teams and departments.
8 min
2021Launch Teams Account Management Platform - Use Admin/Manager Course Week 1
Templates
Templates
Learn how templates can make sending gifts and reaching customers faster and easier.
5 min
2021Launch Platform Set Up Best Practices Templates Course Sender
Campaigns Naming Conventions
Campaigns Naming Conventions
Learn how to name your campaigns for clarity, usability, and reporting.
2 min
Touches Best Practices Platform - Use Admin/Manager Course Week 1
Welcome to Sending!
Welcome to Sending!
(10 Minutes) Learn what you can send and how you can track it from your last click to your Prospect's mailbox.
Course
International Sending 101
International Sending 101
Learn the best practices around sending gifts internationally.
Inventoried Sends Sendoso Choice eGifts Direct Marketplace Amazon Gifts Best Practices On-Demand Webinars Admin/Manager Sender CSM Office Hours
VIP Only Event: Product Sneak Peek
VIP Only Event: Product Sneak Peek
Get a preview of the newest features coming out in Sendoso!
49 min
On-Demand Webinars Admin/Manager Sender CSM Office Hours
May '23 Release Notes
May '23 Release Notes
Learn about the latest changes to the Sendoso platform, focused on personalization, transparency, and integrations.
Address Confirmation Inventoried Sends Direct Marketplace Integrations Campaign Services Release Notes Admin/Manager Event Sending Account Customization Sending Enhancements
New Features
New Features
Learn what's new in Sendoso by reviewing our most recent product release notes.
Release Notes Admin/Manager
On-Demand Webinars
On-Demand Webinars
Learn how to become a more strategic sender with our collection of pre-recorded training webinars.
Best Practices On-Demand Webinars Admin/Manager Sender
Integrations
Integrations
Learn how to integrate your tech stack with Sendoso to take your sending to the next level.
2021Launch Integrations Admin/Manager Course The ROI of Sending Week 2
The ROI of Sending
The ROI of Sending
Learn how to track the ROI from your Sendoso campaigns.
Best Practices Admin/Manager The ROI of Sending
The ROI of Sending
The ROI of Sending
Learn how your organization can adopt a truly data driven sending strategy.
5 Courses
Integrations Best Practices Strategy Admin/Manager Course The ROI of Sending Week 3
Best Practices
Best Practices
Discover how to optimize Sendoso to drive revenue at your organization.
2021Launch Best Practices
Campaign Services
Campaign Services
Learn what Campaign Services is, the benefits, and how to start an engagement as well as timelines and FAQ.
2021Launch Campaign Services
Custom Domains: Get to Know
Custom Domains: Get to Know
Learn how you can use Custom Domains to create custom emails sent from Sendoso
Account Management Feature Best Practices Admin/Manager Course Account Customization
The ROI of Sending: Overview
The ROI of Sending: Overview
Learn why tracking your return on investment of Sendoso sending in Salesforce is a key step to success.
2 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
The ROI of Sending: Creating a Salesforce Dashboard
The ROI of Sending: Creating a Salesforce Dashboard
Learn how to create a dashboard in Salesforce that displays the ROI reports you have already created.
3 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
The ROI of Sending: Creating Salesforce Reports
The ROI of Sending: Creating Salesforce Reports
Learn how you to create the Salesforce reports that will populate your Return on Investment Dashboard.
12 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
Sendoso Best Practices for SDRs
Sendoso Best Practices for SDRs
Pick up some new tips and tricks from Sendoso's Head of Sales Development Strategy & Enablement!
16 min
Best Practices Strategy Video Sender
The ROI of Sending: Linking Salesforce Campaigns in Sendoso
The ROI of Sending: Linking Salesforce Campaigns in Sendoso
Learn how you can link Salesforce Campaigns to new or existing touches in Sendoso.
7 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
Sendoso Best Practices for AEs
Sendoso Best Practices for AEs
Pick up some new tips and tricks from Sendoso's Enterprise Account Executive - Team Lead!
4 min
Amazon Gifts Best Practices Strategy Sales Video Sender
Sendoso Best Practices for AMs
Sendoso Best Practices for AMs
Pick up some new tips and tricks from Sendoso's Enterprise Account Manager!
9 min
Send Ideas Best Practices Strategy Customer Experience (CX) Video Sender
How Sendoso Automates Marketing through the Pipeline Masterclass
How Sendoso Automates Marketing through the Pipeline Masterclass
Learn about top use cases for automating marketing throughout the pipeline.
23 min
Integrations Send Ideas Best Practices Strategy On-Demand Webinars Admin/Manager Marketing Masterclass
Set Up Salesforce
Set Up Salesforce
Set up your Sendoso-Salesforce integration with just a few clicks, and start sending!
3 min
2021Launch Salesforce Integrations Set Up Platform - Use Admin/Manager Course
Creating Inventory in Sendoso
Creating Inventory in Sendoso
In this course learn what can be stored with Sendoso, how to add your products to Sendoso and what are shipping times in your region.
Inventory Warehouse Inventoried Sends Touches Inventory Management Admin/Manager
3 Step Playbook for Prospecting Gift Follow-Ups
3 Step Playbook for Prospecting Gift Follow-Ups
Check out this gifting follow-up playbook from Sendoso customer, Caspian Lewke!
1 min
Best Practices Strategy Sales Video The ROI of Sending Sender
5 Steps to Gifting for Prospecting
5 Steps to Gifting for Prospecting
Check out this gifting playbook from Sendoso customer, Caspian Lewke!
1 min
Best Practices Strategy Sales Video Sender
Tiered Predictable Pricing
Tiered Predictable Pricing
In this course learn what makes up Tiered Predictable Pricing, and how to determine the rates for international and domestic sending.
Video
Field Marketing Masterclass
Field Marketing Masterclass
If you're looking to optimize your field marketing efforts, this is the on-demand webinar for you!
40 min
Send Ideas Strategy On-Demand Webinars Admin/Manager Video Marketing Masterclass Event Sending
How To Manage Lifecycle And Seasonal Sending for Marketing Teams
How To Manage Lifecycle And Seasonal Sending for Marketing Teams
Learn how to think through lifecycle and seasonal sending using Sendoso.
39 min
Lifecycle Best Practices Strategy On-Demand Webinars Admin/Manager Marketing Masterclass
How To Manage Milestone Sending for CX Teams
How To Manage Milestone Sending for CX Teams
Learn how to think through lifecycle and milestone sending using Sendoso.
45 min
Lifecycle Best Practices Strategy On-Demand Webinars Customer Experience (CX) Admin/Manager Masterclass
Delivering Relationships with Katie Penner and Caspian Lewke
Delivering Relationships with Katie Penner and Caspian Lewke
Watch these short clips to hear expert SDR tips from our guest Caspian Lewke.
16 min
Video
How Caspian at Gong Uses Sendoso
How Caspian at Gong Uses Sendoso
Learn how has Caspian found success with Sendoso?
2 min
Outreach Sales Video Sender
Opening Doors with Gifts
Opening Doors with Gifts
Learn how Caspian uses sending to make his messages stand out.
2 min
Best Practices Sales Video Sender Marketing
Follow Up with LinkedIn
Follow Up with LinkedIn
Learn how Caspian uses LinkedIn to complement his follow up efforts.
3 min
Best Practices Sales Video Sender
How To Manage Timely Sending for Sales Teams
How To Manage Timely Sending for Sales Teams
Learn how to think through timely sending using Sendoso.
45 min
Lifecycle Best Practices Strategy On-Demand Webinars Sales Admin/Manager Masterclass
Zendesk "Sendspiration"
Zendesk "Sendspiration"
Learn how Zendesk uses Sendoso and get some "sendspiration" of your own.
2 min
Inventoried Sends Campaign Services Customer Experience (CX) Admin/Manager Video Marketing
Fight "Buyer Fatigue"
Fight "Buyer Fatigue"
Learn how you can use Sendoso to overcome "Buyer Fatigue." Your recipients are inundated daily with messages, how can you make sure yours is heard?
3 min
Sales Video Sender
Research Your Recipient
Research Your Recipient
Learn how to search for details that will make your gift personal and memorable.
1 min
Sales Video Sender
Gifting Throughout the Sales Funnel
Gifting Throughout the Sales Funnel
Learn what is the best gift for the your phase of the sales process. Gifting is for more than just prospecting.
2 min
Best Practices Customer Experience (CX) Sales Admin/Manager Video Send-spiration
Email Messaging
Email Messaging
You've got 3 seconds to get your audience's attention using email. Learn more about email messaging success in this video.
1 min
Best Practices Sales Video Sender Marketing
Build Relationships
Build Relationships
Learn how you can use gifts to capture your recipient's attention, use gifting to spark your relationship.
2 min
Sales Video Marketing
SDR Cold Sequence Templates
SDR Cold Sequence Templates
Learn what templates the Sendoso SDR Team uses.
2 min
Best Practices Sales Video Sender
Using LinkedIn
Using LinkedIn
Learn how you can use Sendoso with LinkedIn to find sending success
2 min
Best Practices Sales Video Sender
Ensure Meeting Attendance
Ensure Meeting Attendance
Learn how you can improve your meeting attendance. You worked hard to schedule those meetings.
2 min
Sales Video Sender
Quarterly Bundles
Quarterly Bundles
Learn how you can use quarterly bundles make your sending feel timely and how direct mail can make lasting impressions..
4 min
Inventoried Sends Campaign Services Admin/Manager Video
Why Personalization is Key
Why Personalization is Key
Learn why Sendoso works and how personalization is central to business to business sales.
2 min
Best Practices Customer Experience (CX) Sales Video Sender Marketing
Family Friendly Sending Ideas
Family Friendly Sending Ideas
Looking for inspiration around the perfect family-oriented gift to send? Look no further!
1 min
Customer Experience (CX) Admin/Manager Video Human Resources (HR) Send-spiration
EMEA Summer Bundle Ideas & Messaging
EMEA Summer Bundle Ideas & Messaging
Get inspired with new bundle ideas to send in EMEA this summer!
1 min
Admin/Manager Video Send-spiration
United States Summer Bundle Ideas & Messaging
United States Summer Bundle Ideas & Messaging
Get inspired with new bundle ideas to send in the United States this summer!
3 min
Admin/Manager Video Send-spiration
From Popcorn Balls to Personalization: Elevating Your Holiday Sends with Sendoso
From Popcorn Balls to Personalization: Elevating Your Holiday Sends with Sendoso
Watch this webinar to learn how to elevate your holiday sending and start planning early!
48 min
Direct Marketplace Campaign Services Strategy Custom Brand Shop On-Demand Webinars Customer Experience (CX) Admin/Manager Video Marketing Masterclass Send-spiration
Measuring Success of Your Sending Campaign
Measuring Success of Your Sending Campaign
Learn about which metrics are key to measuring the success of a campaign.
4 min
Best Practices Customer Experience (CX) Admin/Manager Video The ROI of Sending
Sending Inventory in the United Kingdom and the European Union
Sending Inventory in the United Kingdom and the European Union
Learn how to ensure an easy and successful sending experience when shipping inventory in the UK & EU.
2 min
Inventory Inventoried Sends Best Practices Inventory Management Customer Experience (CX) Admin/Manager Video Marketing
Unlocking The Account: Mastering the Art of Gifting as an Account Executive
Unlocking The Account: Mastering the Art of Gifting as an Account Executive
Learn best practices to unlock the buying committee, accelerate the deal, and close faster with gifting.
45 min
Amazon Gifts Best Practices On-Demand Webinars Sales Video Sender Masterclass
Executing a Sending Strategy
Executing a Sending Strategy
Learn how Heather at Sendoso thinks about executing sending strategies.
4 min
Customer Experience (CX) Admin/Manager Video
"Sendspiration" for CX Teams
"Sendspiration" for CX Teams
Get inspired with these real sends from Sendoso's Campaign Services Team!
4 min
Customer Experience (CX) Video Send-spiration
CX Gifting Strategy: Consider the Customer Journey
CX Gifting Strategy: Consider the Customer Journey
Learn about the first step towards building a sending strategy for your CX Teams.
2 min
Customer Experience (CX) Admin/Manager Video
CX Gifting Strategy: Moments of Impact
CX Gifting Strategy: Moments of Impact
Learn about the second step towards building a sending strategy for your CX Teams.
1 min
Strategy Customer Experience (CX) Admin/Manager Video
CX Gifting Strategy: Friction Points
CX Gifting Strategy: Friction Points
Learn about the third step towards building a sending strategy for your CX Teams.
2 min
Customer Experience (CX) Admin/Manager Video
CX Gifting Strategy: Starting with the end in mind
CX Gifting Strategy: Starting with the end in mind
Learn about the fourth step towards building a sending strategy for your CX Teams.
1 min
Best Practices Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Marketing
CX Gifting Strategy: Scale & Sustain
CX Gifting Strategy: Scale & Sustain
Learn about the fifth step towards building a sending strategy for your CX Teams.
1 min
Customer Experience (CX) Admin/Manager Video
CX Gifting Strategy: Iterate, Evolve, Repeat
CX Gifting Strategy: Iterate, Evolve, Repeat
Learn about the sixth step towards building a sending strategy for your CX Teams.
2 min
Customer Experience (CX) Video
Wake Up a "Dead" Opportunity
Wake Up a "Dead" Opportunity
Learn how we revive "dead" deals at Sendoso.
2 min
Best Practices Sales Video Sender
Unlocking The Meeting: Mastering the Art of Gifting as a Development Representative
Unlocking The Meeting: Mastering the Art of Gifting as a Development Representative
Learn best practices and top tips and tricks for SDRs and BDRs to leverage in their gifting strategies.
57 min
Best Practices On-Demand Webinars Sales Admin/Manager Masterclass Send-spiration
The Art of Gifting: Gifts for Buying Committees
The Art of Gifting: Gifts for Buying Committees
Wondering what to send members of a buying committee? Start here!
2 min
Sendoso Choice eGifts Direct Marketplace Sales Video Sender
The Art of Gifting: Breaking Through a Dark Account
The Art of Gifting: Breaking Through a Dark Account
Hear some examples of how some customers have used Sendoso to break through a dark account.
3 min
Inventoried Sends Sales Video Sender
The Art of Gifting: Timing Your Follow-up
The Art of Gifting: Timing Your Follow-up
Learn about when and how to follow-up on your send!
2 min
Sales Video Sender
The Art of Gifting: Why Send Gifts?
The Art of Gifting: Why Send Gifts?
Learn about the benefits of sending gifts to prospects!
2 min
Sales Video Sender
The Art of Gifting: Identifying Opportunities to Send
The Art of Gifting: Identifying Opportunities to Send
Learn how to identify opportunities to make a great impression through gifting.
4 min
Sales Video Sender
Building Relationships & Increasing Retention
Building Relationships & Increasing Retention
Learn how Austin uses sending to strengthen existing relationships and see examples of retention plays used by other Sendoso partners.
4 min
Account Management Sales Video Sender Marketing
Surprise and Delight to Close Won Deals
Surprise and Delight to Close Won Deals
Learn how Sendoso created a joyful sending experience that allowed our recipients to send gifts to their loved ones.
2 min
Send Ideas Sales Video Sender Send-spiration Deal Accelerator
Accelerating Your Pipeline
Accelerating Your Pipeline
Learn what other Sendoso partners are sending to increase brand awareness and accelerate deals.
2 min
Campaign Services Admin/Manager Video Account Executive Marketplace
"Falling" into Sales
"Falling" into Sales
Learn how you can engage prospects with some examples of targeted, seasonal sending.
3 min
Direct Marketplace Campaign Services Admin/Manager Video Marketing Send-spiration Seasonal
Business Development "Sendspiration"
Business Development "Sendspiration"
Learn how you can use Sendoso to develop new business with some brilliant "Sendspiration."
3 min
Sendoso Choice eGifts Direct Marketplace Amazon Gifts Sales Admin/Manager Video Sender Send-spiration BDR Business Development Marketplace
Customer to Brand Ambassador
Customer to Brand Ambassador
Learn how you can use Sendoso to convert a partner from a customer to brand ambassador.
4 min
Best Practices Customer Experience (CX) Video Sender Customer lifecycle retention
Masterclass Aces Themed Sends
Masterclass Aces Themed Sends
Learn how a Sendoso partner, Masterclass, has used themed sends to create influenced opportunities and close deals.
2 min
Amazon Gifts Customer Experience (CX) Admin/Manager Video Sender Marketing Themed Sends Themes
Unlocking The Business: Mastering the Art of Gifting as an Account Manager
Unlocking The Business: Mastering the Art of Gifting as an Account Manager
Learn best practices and top tips and tricks for AMs to leverage in their gifting strategies.
44 min
Account Management Best Practices On-Demand Webinars Sales Video Masterclass
Send Types: Get To Know
Send Types: Get To Know
Watch this video to learn more about the diverse offerings we have available in the Sendoso catalog.
5 min
Event Experiences Inventoried Sends Sendoso Choice eGifts Touches Amazon Gifts Send Types Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Sender Marketing Marketplace
Swag Storefront Using Shopify
Swag Storefront Using Shopify
Learn how you can connect your organization's existing Shopify instance and transform it into a Swag Storefront with Sendoso.
2 min
Customer Experience (CX) Admin/Manager Video Human Resources (HR) shopify Swag Storefront
Sending From Your Customer Relationship Platform
Sending From Your Customer Relationship Platform
Learn how you can send directly from your Customer Relationship Management software using Sendoso.
2 min
Salesforce Outreach Chrome Extension Sales Admin/Manager Video Sender
What is Sendoso?
What is Sendoso?
Learn what Sendoso is and how Sendoso is revolutionizing Direct Mail Marketing.
1 min
Customer Experience (CX) Sales Admin/Manager Video Sender Marketing
CSV Upload: Sendoso Choice
CSV Upload: Sendoso Choice
Learn how you can upload a CSV and send multiple recipients a Sendoso Choice eGift at one time.
4 min
Customer Experience (CX) Sales Video Human Resources (HR) Sender
CSV Upload: Physicals Sends
CSV Upload: Physicals Sends
Learn how you can use the CSV upload feature to send multiple recipients the same physical gift with personalized message all at the same time.
3 min
Customer Experience (CX) Sales Video Human Resources (HR) Sender Marketing
Customization Center: Get to Know
Customization Center: Get to Know
Learn how to further brand and personalize your digital sends using the Customization Center and Themes.
3 min
Video
Themed Sends
Themed Sends
Learn how to make sure all of the emails and webpages your recipients you send are on brand and themed for your campaign.
1 min
Customer Experience (CX) Sales Video Human Resources (HR) Sender Marketing Themed Sends Themes
Preparing for Your Project With Campaign Services
Preparing for Your Project With Campaign Services
Learn how your organization can plan out a Campaign Services project and ensure an memorable experience for your recipients.
2 min
Campaign Services Admin/Manager Video
Sendoso Resources for Gift Sourcing
Sendoso Resources for Gift Sourcing
Learn how we find and source your gifts. Hear more about the Campaign Services team and Direct Marketplace.
2 min
Direct Marketplace Campaign Services Admin/Manager Video Marketplace
Sleighing It With Campaign Services
Sleighing It With Campaign Services
See what wonderful holiday gifts our Curators on the Campaign Services team have been working on this year.
5 min
Campaign Services Admin/Manager Video
Virtual Swag Store
Virtual Swag Store
Learn how you can create a virtual swag store using our shopify integration and have the best booth at the conference.
5 min
Inventoried Sends Admin/Manager Video Marketing Swag Storefront
Behind The Feature Flag: Sendoso Choice - Direct
Behind The Feature Flag: Sendoso Choice - Direct
Learn about our upcoming new feature: Sendoso Choice - Direct
58 min
Direct Marketplace Sends Touches Platform Feature Send General Platform Send Types How to Send Platform - Use On-Demand Webinars Customer Experience (CX) Sales Video Sender Marketing Behind the Feature Flag
How to Maximize ROI with Intent Data and Strategic Gifting
How to Maximize ROI with Intent Data and Strategic Gifting
Watch Sendoso and 6sense share insights on how to leverage intent data and gifting to make informed decisions and build stronger connections with buyers.
44 min
Integrations Best Practices Strategy Admin/Manager The ROI of Sending Marketing Standalone Sessions
Planning for 2024
Planning for 2024
Watch as Sales, Marketing, and CX leaders walk through the best practices on planning and budgeting for direct mail sending in 2024!
52 min
Account Management Lifecycle Send Ideas Best Practices Strategy On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Course Marketing Masterclass Account Executive Messaging
Executing the Perfect Holiday Gifting Strategy
Executing the Perfect Holiday Gifting Strategy
Watch the Sendoso team as they equip you with their top tips and tricks as holiday season kicks off!
52 min
Event Experiences Direct Marketplace Send Send Ideas Best Practices Strategy Creative On-Demand Webinars Admin/Manager Masterclass Themed Sends Marketplace Messaging
Managing Campaign Creation
Managing Campaign Creation
Learn how to create Campaigns and manage the various options that come with different Campaigns.
46 min
Inventory Event Experiences Inventoried Sends Sendoso Choice eGifts Direct Marketplace Touches Amazon Gifts Customer Experience (CX) Sales Admin/Manager Video Course Human Resources (HR) Marketing Sendoso Foundations Event Sending touch
Managing Teams & Users
Managing Teams & Users
Learn how how to add new users, create teams, and assign touches to those teams.
26 min
Teams User Management
Managing Account Balance
Managing Account Balance
Learn how to add to your balance in Sendoso, create funding sources, assign budget limits to users or teams, and print invoices
35 min
Account Balance Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing
Managing Sendoso
Managing Sendoso
Learn how to navigate the platform, use the chrome extension, explain your sending options, and track your sends.
19 min
Customer Experience (CX) Sales Admin/Manager Video Course Human Resources (HR) Marketing
Managing Inventory and Fulfillment Centers
Managing Inventory and Fulfillment Centers
Learn how to add your own custom inventory to Sendoso and store in one of our fulfillment centers.
48 min
Inventory Management Customer Experience (CX) Sales Admin/Manager Video Course Human Resources (HR) Marketing
Welcome to Sending 101
Welcome to Sending 101
Learn how to become a super sender. Learn what is Sendoso, how you can use sending in your position, and the features we have built into Sendoso to make it the best in class sending platform.
25 min
Customer Experience (CX) Sales Video Course Human Resources (HR) Sender Marketing senders
Sendoso Choice: Get To Know
Sendoso Choice: Get To Know
Learn how to send every gift type available in Sendoso and how use Templates in your sending.
3 min
Admin/Manager Training
Admin/Manager Training
Learn how to manage your organization's Sendoso instance. Included here are five courses that will teach all the basics for a Sendoso manager.
6 Courses
Inventory Warehouse Account Balance Teams Touches Inventory Management Admin/Manager
Last Minute Holiday Sending Tips And Tricks
Last Minute Holiday Sending Tips And Tricks
Learn how to WOW this year with your holiday gifts, even on a tight timeline!
38 min
Direct Marketplace eGifts Account Management On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Sender Marketing Masterclass Account Executive
Certifications
Certifications
Take one of our certifications and earn your badge today!
Sendoso Admin/Manager Assessment
Sendoso Admin/Manager Assessment
After you have completed the five courses in Sendoso Admin/Manager learning path take this assessment to earn your certificate of completion.
25 min
Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing
New Sender Training
New Sender Training
Learn how to master Sendoso sending and enjoy the sending advantage.
3 Courses
Customer Experience (CX) Sales Video Course Human Resources (HR) Sender Marketing senders
ROI of Sending: Assessment
ROI of Sending: Assessment
After you have completed the the first four courses in the ROI of Sending learning path, complete this assessment to earn your certificate.
7 min
Salesforce Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing manage
November 2023: The Sendoso Stand Up
November 2023: The Sendoso Stand Up
Monthly updates and things you should be thinking about in November for your own gifting strategy.
57 min
Event Experiences Best Practices On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Human Resources (HR) Sender Marketing Send-spiration The Sendoso Stand Up
Human Resource Information System [HRIS]: First Look
Human Resource Information System [HRIS]: First Look
Learn how Sendoso is expanding its capabilities. Now, with Sendoso you can automate your employee engagement program.
2 min
Admin/Manager Video Human Resources (HR) human
December 2023: The Sendoso Stand Up
December 2023: The Sendoso Stand Up
Monthly updates and things you should be thinking about in December for your own gifting strategy.
47 min
Custom Brand Shop On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Human Resources (HR) Sender Marketing Send-spiration The Sendoso Stand Up
Sendoso & HubSpot: The Basics Of Sending
Sendoso & HubSpot: The Basics Of Sending
Watch as a Solution Architect from Sendoso offers an introduction to HubSpot and Sendoso.
2 min
Customer Experience (CX) Admin/Manager Video Marketing HubSpot
Sendoso & HubSpot: Targeted 1-to-1 Sending
Sendoso & HubSpot: Targeted 1-to-1 Sending
Learn how you can integrate Sendoso into your HubSpot Workflows. Manually send directly from Hubspot
6 min
Sendoso & HubSpot: Easy Triggered Workflow
Sendoso & HubSpot: Easy Triggered Workflow
Learn how to create a triggered Sendoso sendoso in your HubSpot workflow. Create an enrollment trigger in HubSpot and have Sendoso send a gift automatically.
6 min
Admin/Manager Video Marketing HubSpot
Sendoso & HubSpot: Setting Up a Multiple Choice Workflow in HubSpot
Sendoso & HubSpot: Setting Up a Multiple Choice Workflow in HubSpot
Learn how to embed Sendoso gifts into a multiple choice form. Using HubSpot you can control your recipient experience and your recipient can get the gift of their choosing.
2 min
Admin/Manager Video Marketing HubSpot
Sendoso & HubSpot: Tracking Sending Success in HubSpot
Sendoso & HubSpot: Tracking Sending Success in HubSpot
Learn how to build data collection into your Sendoso workflows in HubSpot and how to create reports on your sending.
4 min
Admin/Manager Video Marketing HubSpot
Sendoso & Marketo: The Basics of Sending with Marketo
Sendoso & Marketo: The Basics of Sending with Marketo
Watch as a Solution Architect from Sendoso offers an introduction to Marketo and Sendoso.
3 min
Marketo Admin/Manager Video Marketing
Sendoso & Marketo: Coffee and Content Play
Sendoso & Marketo: Coffee and Content Play
Learn how to create an easy automatic send after prospect downloads your white paper using Marketo and a triggered campaign in Sendoso
5 min
Marketo Sales Admin/Manager Video Marketing
Sendoso & Marketo: Recipients' Choice
Sendoso & Marketo: Recipients' Choice
Learn how to embed Sendoso gifts into a multiple choice form. Using Marketo you can control your recipient experience and your recipient can get the gift of their choosing.
Marketo Sales Admin/Manager Video Marketing
Sendoso & Marketo: Customer Appreciation Play
Sendoso & Marketo: Customer Appreciation Play
Learn how to create customer appreciation play that you can send to your global customer base using simple if/then campaign flows in Marketo.
6 min
Marketo Customer Experience (CX) Admin/Manager Video Marketing
January 2024: The Sendoso Stand Up
January 2024: The Sendoso Stand Up
Monthly updates and things you should be thinking about in January for your own gifting strategy.
54 min
On-Demand Webinars Customer Experience (CX) Sales Admin/Manager Human Resources (HR) Marketing The Sendoso Stand Up
February 2024: The Sendoso Stand Up
February 2024: The Sendoso Stand Up
Monthly updates and things you should be thinking about in February for your own gifting strategy.
50 min
On-Demand Webinars Admin/Manager The Sendoso Stand Up
How Does Sendoso Think About AI?
How Does Sendoso Think About AI?
Learn how Sendoso plans to use Artificial Intelligence to drive human connection.
2 min
Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Marketing
The Future is Now
The Future is Now
Learn how Sendoso plans to use the largest gifting database ever created.
1 min
Customer Experience (CX) Sales Admin/Manager Video
Sendoso's Story
Sendoso's Story
Learn how Sendoso crew as two Sales Development Representatives stuffing t-shirts and coffee gift cards into envelopes into the multimillion dollar organization it is now.
2 min
Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Marketing
AI-Enhanced Gifting
AI-Enhanced Gifting
Learn how Sendoso will use AI to help you pick the right gift at the right time delivered to where your recipient is.
3 min
Sales Admin/Manager Video Marketing
AI-Translation/Localization
AI-Translation/Localization
Learn how Sendoso will use AI to provide translated messages to accompany your sends.
1 min
Customer Experience (CX) Sales Video senders
Automated Sending
Automated Sending
Learn how Sendoso is improving our integrations and using AI for triggered sending.
2 min
March 2024: The Sendoso Stand Up
March 2024: The Sendoso Stand Up
Monthly updates and things you should be thinking about in March for your own gifting strategy.
47 min
Custom Brand Shop On-Demand Webinars The Sendoso Stand Up
Party Link Landing Page Editor: Get To Know
Party Link Landing Page Editor: Get To Know
Learn how to create and use your own landing pages for your party links.
4 min
April 2024: The Sendoso Stand Up
April 2024: The Sendoso Stand Up
Monthly updates and things you should be thinking about in April for your own gifting strategy.
46 min
Campaign Services On-Demand Webinars Admin/Manager The Sendoso Stand Up
Set Up an Event Fulfillment Campaign
Set Up an Event Fulfillment Campaign
Learn how to create an event fulfillment campaign.
4 min
Admin/Manager Course Marketing
October '21 Release Notes
October '21 Release Notes
As of October 12, the leading Sending Managment Platform just got better.
Address Confirmation Inventoried Sends Integrations Release Notes User Management User Interface (UI) Updates Account Customization Sending Enhancements
Send-spiration: The Sendoso Way
Send-spiration: The Sendoso Way
Learn how our team at Sendoso leverages gifting!
2 min
Customer Experience (CX) Admin/Manager Video Marketing Send-spiration
June '21 Release Notes
June '21 Release Notes
As of June 22, the way you send and how you send are getting an upgrade.
2021Launch Sendoso Choice eGifts Direct Marketplace Integrations Campaign Services Release Notes Sending Enhancements
November '21 Release Notes
November '21 Release Notes
Experience a more efficient, self-serve method of adding products to your inventory.
Inventoried Sends Release Notes Account Customization
Playbooks
Playbooks
Uncertain how to best leverage sending? Find your use case and see what companies have done using Playbooks.
6 min
Best Practices Strategy Admin/Manager Course Sender
SDR Strategic Sender Program
SDR Strategic Sender Program
START HERE! Complete this learning program before moving on to the assessment.
Sales Admin/Manager Course Sender
SDR Strategic Sender - Assessment
SDR Strategic Sender - Assessment
FINAL STEP! Take this assessment after completing the learning program.
Sendoso Sender Assessment
Sendoso Sender Assessment
After you have completed both Welcome to Sending 101 and 201 take this assessment to earn your certificate of completion.
15 min
Getting Started for Managers
Getting Started for Managers
Welcome to the Sendoso. Learn how you can get started in this quick video tour of the Sendoso Platform
3 min
2021Launch Platform Informational General Platform Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Marketing Week 1
Chrome Extension Tour
Chrome Extension Tour
Learn how to install and use the Sendoso Google Chrome extension.
1 min
2021Launch Platform Informational Best Practices Chrome Extension Customer Experience (CX) Sales Admin/Manager Video Human Resources (HR) Sender Marketing
Send Tracker: Get to Know
Send Tracker: Get to Know
Learn to use the Send Tracker to monitor the progress of your sends.
4 min
2021Launch Send Tracker Informational Feature Best Practices Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing
Sending: Get to Know
Sending: Get to Know
Learn more about available sending options and how to send from your CRM solution.
7 min
2021Launch Introductory Informational Send Send Types Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing
Tiered Predictable Pricing
Tiered Predictable Pricing
In this course learn what makes up Tiered Predictable Pricing, and how to determine the rates for international and domestic sending.
Video
Creating Inventory in Sendoso
Creating Inventory in Sendoso
In this course learn what can be stored with Sendoso, how to add your products to Sendoso and what are shipping times in your region.
Inventory Warehouse Inventoried Sends Touches Inventory Management Admin/Manager
Ship Notices & Basic Shipping
Ship Notices & Basic Shipping
Learn how properly packing and labeling your inventory shipment can ensure timely receipt by the warehouse.
7 min
2021Launch Inventory Warehouse Lifecycle Best Practices Course
Inventory Fundamentals
Inventory Fundamentals
Get ready to send your inventory by learning about naming conventions and preparing grouped items.
4 min
2021Launch Inventory Warehouse Inventoried Sends Introductory Informational Course Week 3
Adding Products to Inventory
Adding Products to Inventory
Learn how to add your inventory to Sendoso before shipping, including product category, details, and warehouse information.
2 min
2021Launch Inventory Warehouse Inventoried Sends Set Up Inventory Management Course
Fulfillment Center Charges
Fulfillment Center Charges
Learn about our Fulfillment Center charges referred to as pick & pack fees.
5 min
2021Launch Warehouse Inventoried Sends Financial Non-Platform Course
Shipping Special Cases
Shipping Special Cases
Learn best practices on handling inventory and shipment for items that are stylized, grouped, heavy, fragile, or vendor shipped.
8 min
2021Launch Warehouse Policy / Process Lifecycle Course
Fulfillment Centers & Inventory: Get to Know
Fulfillment Centers & Inventory: Get to Know
Get an overview of how to ship items to our Fulfillment Centers and the process of fulfilling your Sendoso orders.
6 min
2021Launch Warehouse Inventoried Sends Introductory Informational Non-Platform Course
Amazon Sends: Get to Know
Amazon Sends: Get to Know
Need a flexible and fast way to sent a highly personalized gift that really hits home? Try an Amazon Send.
3 min
2021Launch Amazon Gifts Introductory Informational General Platform Send Types Course Sender
Amazon Gifts: Sending
Amazon Gifts: Sending
3 easy steps to send an Amazon Prime gift to your recipient with a personal note.
4 min
2021Launch Amazon Gifts Send Send Types How to Send Course Sender
Event Experiences: Get to Know
Event Experiences: Get to Know
Want to host a targeted online event for VIPs without worrying about logistics or coordination? Check out Event Experiences.
7 min
2021Launch Event Experiences Introductory Informational General Platform Send Types Course Sender
Sendoso Direct: Sending
Sendoso Direct: Sending
3 easy steps to delight your recipient with gifts from our network of locally owned Sendoso Direct vendors.
9 min
2021Launch Direct Marketplace Send Send Types How to Send Course Sender
Sendoso Choice: Sending
Sendoso Choice: Sending
Three easy steps to send your recipient an eGift that gives them the power of Sendoso Choice.
14 min
2021Launch Sendoso Choice eGifts Send Send Types How to Send Course Sender
Sendoso Choice: Note Ideas
Sendoso Choice: Note Ideas
Spruce up your Sendoso Choice notes with clever messaging so they really stand out in inboxes.
2 min
2021Launch Sendoso Choice eGifts Send Types Non-Platform Send Ideas Best Practices Course Sender
Event Experiences: Sending
Event Experiences: Sending
Once an Event Experience has been scheduled with a partner, send an invite to your participants.
7 min
2021Launch Event Experiences Send Send Types How to Send Course Sender
Sendoso Choice: Redeeming
Sendoso Choice: Redeeming
Find out what your recipient receives and how they redeem a Sendoso Choice gift.
4 min
2021Launch Sendoso Choice eGifts General Platform Send Types How to Send Course Sender
Prepare for an Event Experience
Prepare for an Event Experience
Learn how to prepare to deliver a memorable experience for your recipients.
4 min
2021Launch Set Up Platform - Use 3rd Party Admin/Manager Course
Sendoso Direct: Get to Know
Sendoso Direct: Get to Know
In need of the perfect item to open a door, accelerate a deal, or encourage a renewal? Try Sendoso Direct.
3 min
2021Launch Direct Marketplace Introductory Informational General Platform Send Types Course Sender
Inventoried Items: Sending
Inventoried Items: Sending
3 easy steps to send a single item, an item from a list, or a pre-established set of items.
14 min
2021Launch BYO Box Inventoried Sends Campaign Services Platform Send Send Types How to Send Platform - Use Course Sender
Templates
Templates
Learn how templates can make sending gifts and reaching customers faster and easier.
5 min
2021Launch Platform Set Up Best Practices Templates Course Sender
Address Confirmation: Get to Know
Address Confirmation: Get to Know
Make sure your recipient's address is correct by using the Address Confirmation feature.
5 min
2021Launch Introductory Informational Feature Send Best Practices Customer Experience (CX) Sales Course Human Resources (HR) Sender Marketing
Sending: Get to Know
Sending: Get to Know
Learn more about available sending options and how to send from your CRM solution.
7 min
2021Launch Introductory Informational Send Send Types Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing
Send Tracker: Get to Know
Send Tracker: Get to Know
Learn to use the Send Tracker to monitor the progress of your sends.
4 min
2021Launch Send Tracker Informational Feature Best Practices Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Sender Marketing
Campaigns Naming Conventions
Campaigns Naming Conventions
Learn how to name your campaigns for clarity, usability, and reporting.
2 min
Touches Best Practices Platform - Use Admin/Manager Course Week 1
Set Up an Inventoried Items Campaign
Set Up an Inventoried Items Campaign
Learn how to create an Inventoried send with either a single item, multiple items, or preset items for your box.
8 min
2021Launch Inventoried Sends Platform Set Up Platform - Use Admin/Manager Course
Set Up an Event Experiences Campaign
Set Up an Event Experiences Campaign
Learn how to create real-time virtual events, including magic shows, floral workshops, and wine tastings.
8 min
Event Experiences Touches Set Up Platform - Use Admin/Manager Course
Set Up an Amazon Campaign
Set Up an Amazon Campaign
Learn how to create the perfectly custom send through Amazon Prime.
3 min
2021Launch Touches Amazon Gifts Set Up Platform - Use Admin/Manager Course
Set Up a Direct Marketplace Campaign
Set Up a Direct Marketplace Campaign
Learn how to create a Direct Marketplace campaign. Choose from hundreds of desirable options, including snacks, cocktail kits, succulents, spa kits, custom art, and holiday offerings.
4 min
2021Launch Touches Set Up Platform - Use Admin/Manager Course
Set Up a Sendoso Choice Campaign
Set Up a Sendoso Choice Campaign
Learn how to create eGifts from multiple vendors and let your recipients choose their favorite.
4 min
2021Launch Sendoso Choice eGifts Touches Set Up Platform - Use Admin/Manager Course
Sendoso Admin/Manager Assessment
Sendoso Admin/Manager Assessment
After you have completed the five courses in Sendoso Admin/Manager learning path take this assessment to earn your certificate of completion.
25 min
Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing
Managing Campaign Creation
Managing Campaign Creation
Learn how to create Campaigns and manage the various options that come with different Campaigns.
46 min
Inventory Event Experiences Inventoried Sends Sendoso Choice eGifts Direct Marketplace Touches Amazon Gifts Customer Experience (CX) Sales Admin/Manager Video Course Human Resources (HR) Marketing Sendoso Foundations Event Sending touch
Managing Teams & Users
Managing Teams & Users
Learn how how to add new users, create teams, and assign touches to those teams.
26 min
Teams User Management
Managing Account Balance
Managing Account Balance
Learn how to add to your balance in Sendoso, create funding sources, assign budget limits to users or teams, and print invoices
35 min
Account Balance Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing
Managing Sendoso
Managing Sendoso
Learn how to navigate the platform, use the chrome extension, explain your sending options, and track your sends.
19 min
Customer Experience (CX) Sales Admin/Manager Video Course Human Resources (HR) Marketing
Managing Inventory and Fulfillment Centers
Managing Inventory and Fulfillment Centers
Learn how to add your own custom inventory to Sendoso and store in one of our fulfillment centers.
48 min
Inventory Management Customer Experience (CX) Sales Admin/Manager Video Course Human Resources (HR) Marketing
The ROI of Sending: Overview
The ROI of Sending: Overview
Learn why tracking your return on investment of Sendoso sending in Salesforce is a key step to success.
2 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
The ROI of Sending: Linking Salesforce Campaigns in Sendoso
The ROI of Sending: Linking Salesforce Campaigns in Sendoso
Learn how you can link Salesforce Campaigns to new or existing touches in Sendoso.
7 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
ROI of Sending: Assessment
ROI of Sending: Assessment
After you have completed the the first four courses in the ROI of Sending learning path, complete this assessment to earn your certificate.
7 min
Salesforce Customer Experience (CX) Sales Admin/Manager Course Human Resources (HR) Marketing manage
The ROI of Sending: Creating Salesforce Reports
The ROI of Sending: Creating Salesforce Reports
Learn how you to create the Salesforce reports that will populate your Return on Investment Dashboard.
12 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
The ROI of Sending: Creating a Salesforce Dashboard
The ROI of Sending: Creating a Salesforce Dashboard
Learn how to create a dashboard in Salesforce that displays the ROI reports you have already created.
3 min
Salesforce Integrations Strategy Admin/Manager Course The ROI of Sending
Teams & Users: Create and Manage Users
Teams & Users: Create and Manage Users
Learn how to invite new users, assign permissions, and make changes to existing users.
8 min
2021Launch Teams Account Management Platform - Use Admin/Manager Course Week 1
Teams & Users: Get to Know
Teams & Users: Get to Know
Get a high-level overview of how to create and manage teams, users, and departments.
5 min
2021Launch Teams Platform Introductory Informational Admin/Manager Course Week 1
Teams & Users: Create Departments and Teams
Teams & Users: Create Departments and Teams
Learn how to group your users into teams and departments. Once they're grouped you manage permissions, funding, and campaigns.
5 min
2021Launch Teams Platform Account Management Admin/Manager Course Week 1
Teams & Users: Manage Teams and Departments
Teams & Users: Manage Teams and Departments
Learn how to assign team touches and make changes to existing teams and departments.
8 min
2021Launch Teams Account Management Platform - Use Admin/Manager Course Week 1
SDR Strategic Sender Program
SDR Strategic Sender Program
START HERE! Complete this learning program before moving on to the assessment.
Sales Admin/Manager Course Sender
SDR Strategic Sender - Assessment
SDR Strategic Sender - Assessment
FINAL STEP! Take this assessment after completing the learning program.
Sendoso Sender Assessment
Sendoso Sender Assessment
After you have completed both Welcome to Sending 101 and 201 take this assessment to earn your certificate of completion.
15 min
Welcome to Sending 101
Welcome to Sending 101
Learn how to become a super sender. Learn what is Sendoso, how you can use sending in your position, and the features we have built into Sendoso to make it the best in class sending platform.
25 min
Customer Experience (CX) Sales Video Course Human Resources (HR) Sender Marketing senders
Welcome to Sending 201
Welcome to Sending 201
Learn how to send every gift type available in Sendoso and how to use Templates in your sending.
43 min
2021Launch Sendoso Choice eGifts Introductory Informational General Platform Send Types Customer Experience (CX) Sales Course Human Resources (HR) Sender Marketing senders
Account Balance: Invoices & Receipts and Activity Feed
Account Balance: Invoices & Receipts and Activity Feed
Learn how to track the money you and your teams have used from the Invoices & Receipts and Activity Feed tabs.
7 min
2021Launch Account Balance Account Management Financial Admin/Manager Course Week 1
Account Balance: User Spending Limits and Settings
Account Balance: User Spending Limits and Settings
Learn how to manage your money by assigning, moving, removing, and adjusting your Sendoso balances.
11 min
2021Launch Account Balance Account Management Financial Admin/Manager Course Week 1
Account Balance: Funding Sources
Account Balance: Funding Sources
Learn how to set up and assign funding sources to users, teams, and campaigns. Without funding, you can’t start sending.
11 min
2021Launch Account Balance Introductory Financial Informational Admin/Manager Course Week 1
Account Balance: Get to Know
Account Balance: Get to Know
Get a high-level overview of the five financial functions on the Account Balance Page.
5 min
2021Launch Account Balance Account Management Financial Admin/Manager Course Week 1
SDR Strategic Sender Program
SDR Strategic Sender Program
START HERE! Complete this learning program before moving on to the assessment.
Sales Admin/Manager Course Sender
SDR Strategic Sender - Assessment
SDR Strategic Sender - Assessment
FINAL STEP! Take this assessment after completing the learning program.
Sendoso Sender Assessment
Sendoso Sender Assessment
After you have completed both Welcome to Sending 101 and 201 take this assessment to earn your certificate of completion.
15 min
Create highly personalized, automated and meaningful experiences at lightning speed with Sendoso Direct Marketing Automation Platform.
 
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