Discover the power of the Kits and Send Items Dashboard with our easy-to-use guide. This feature-rich tool allows you to manage and personalize your swag kit and send items distribution with ease. Learn how to access your kits, track sent gifts,  send a new kit order, customize your settings, and generate detailed reports to maximize your gifting strategy. With this guide, you'll unlock the full potential of your Send Items Kits Dashboard and streamline your gifting process like never before.

 

This article includes sections

• Kits Item Details
• Kits Sent Gifts
• Kits Order Details
• Kits Settings
• Kits Sales Report

Access Your Send Items Kit

Go to Kits & Items:

• Expand the Sidebar Menu (if collapsed)
  • Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
    (If the menu is already expanded, you can skip this step.)
    
     
• Navigate to Kits & Items
  • In the sidebar menu, locate and click on "Kits & Items" to access your kits and send items page.

Access Your Kit:

• On your Kits & Sent Items page, find the kit that you have created for the order you wish to check, then click on the kit.

Filter Kits by Owner (For Company Workspace Users)

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)

• You will then be routed to the Kit's dashboard, where you'll have access to all information about your kit.

Explore Your Kits Dashboard

Main Page

• On the main page, you will see the SEND KIT button, which you can use to create another order using the same items in your curated kit.
• It will route you directly to adding the recipient information and payment, as the items were already pre-selected.

Kit's Item Details

• The ITEMS TAB contains the list of items that you have added to this kit. It will show each item’s list per country to indicate what each recipient will receive.

Please note that once a Kit is created you can no longer change the items in that Kit. If you wish to change some items, you can create a new kit instead.

Below is a sample kit with recipients from multiple countries:

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Kits Sent Gifts

The Sent Gifts Tab contains all orders that you have created using this kit.

Access the Sent Gifts Tab

• From your kits dashboard, navigate to SENT GIFTS.

Filter Orders by Owner (For Company Workspace Users)

If you have permission to access and manage shared kit orders, you can use the OWNED BY filter to quickly view orders created by specific users within your company Workspace.

💡 Note: The OWNED BY filter will only appear if the kit contains gift orders created by multiple users.

Follow the steps in this article for the complete steps: 👉How to Filter Sent Gifts by Sender in Kits

• Find the order that you wish to check by browsing through the order list or using the filters and the search bar.
• Once you find the order, click on the drop-down arrow to see more options.
   
• For Live orders, you have the ability to:
  • Expire an order
  • Download the invoice for a specific order
  • Copy the invitation link
  • Add more recipients to your order

• For Incomplete Orders, you can either finalize it by clicking on FINISH SENDING or delete it.

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Kits Order Details

• If you click the VIEW ORDER button, you will be routed to the order details page.

Order Details Page

The Order Details page provides everything you need to manage your Kit order, recipients, and order settings in one place.

🔗 Copy Invite Link or Download QR Code 

Quickly resend your Kit invitation to recipients.

• Click the Copy Link icon to copy the invitation link and share it manually.
• You can also download the QR Code for easy sharing during in-person events or presentations.
   

➕ Add More Recipients 

• Need to send the Kit to more people?
• Click the ADD RECIPIENTS button to add additional recipients to your existing Kit order.

📍 View Recipient Redemption Status

Track which recipients have redeemed their Kits.

• Redeemed recipients appear under the REDEEMED section, where you can view their order information.
• Recipients who have not yet redeemed their Kits appear under the UNREDEEMED section.

This makes it easy to monitor redemption progress and identify recipients who may need a reminder.

➖ Remove or Reinvite Recipients

Manage recipients who have not yet redeemed their Kits.

From the UNREDEEMED recipients list, you can:

• ➖ Remove recipients from the order.
• 📧 Send a new invitation email.

You can perform actions in several ways:

Option 1: 

• Select one or more recipients using the checkbox beside their email address, then click REMOVE SELECTED or EMAIL SELECTED.

Option 2:

•  Click REMOVE ALL or EMAIL ALL to update every unredeemed recipient at once.

Option 3:

• Use the REMOVE button or EMAIL icon next to an individual recipient to manage a single recipient.

📊 View Recipient Order Tracking

Monitor your recipients' order and shipping progress.

• Click VIEW ORDER TRACKING to open the Recipients Order Tracking page.

• This will route you to the RECIPIENTS ORDER TRACKING page where you can see all recipients' order details.
• Use the search bar or filters to look for a recipient order.
• Easily check the status on the order details page.
• If you want to check a specific order and its tracking details, click on the TRACKING to see specific tracking details for your recipient's order.

🎨 Upload Customizations

Forgot to add custom packaging during checkout?

You can still upload custom assets such as:

• Branded Box Sticker
• Custom Printed Note

For complete instructions, see the article:

•   How to upload a custom note and branded sticker to your live kit order (Upload later option) 

💌Check and Manage Thank You Messages 

•  View, edit, or disable thank-you messages
• Read the instructions in this article "How to download and disable Thank You Messages from a Kits or Send Items Order" for the complete guide.

📈 Download the Recipient Report 

• Access a report of all recipients and their redemption status
• You can download the order report by clicking on the three-dot icon on the top right, then clicking on "Download Order Report".
• Alternatively, you can click on the REPORT  button in the recipients section.

📄 Download the Invoice 

• Get a copy of your order invoice
• You can download the order report by clicking on the three-dot icon on the top right, then clicking on "Download Invoice(s)".

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Kits Settings

• On the settings page, you have the ability to change the name of your kit.  Alternatively, you may also change the name of your kit using the pencil icon right next to it.

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Kits Sales Report

The Reports Tab will show you all the Kit Sales information.

 

Recipients  Order Details

• You will be able to see the details for the Kit Sales data of each recipient order in your kit.
• You can download the redemption report of your kit and search specific recipient orders using the search bar.

• Click on the drop-down arrow to show all information regarding each recipient's redemption, including:
  • Name and email of the recipient
  • The tracking page
  • Date of the redemption
  • Their order numbers
  • The items they have selected in their order

Sales Data Download 

• After exploring the recipient order details, just click on the DOWNLOAD button to get a CSV copy.

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The Send Items feature for shops is absolutely free! However, to unlock the swag kits or custom reporting, you'll need to acquire these premium features by purchasing a Stadium package.

Try premium features free for 30 days! After your trial, upgrade to a paid Stadium Package to continue enjoying premium access.

Visit our Pricing Page to explore the details of each Package and choose the one that best suits your needs.