Postal Collections are a great way to offer a selection of up to 100 gift options at once with just a few clicks. You can curate options around a theme or create a selection based on items that have general appeal. In this article, we'll go over how to set up Collections for your team.
Note: only those with the Admin role are able to set up Postal Collections
Create Your Collection
Step 1 - Starting at the Collections screen Navigate to 'Create a Collection'.
Step 2 - Name your Collection. In this example, we'll be creating a Collection based on welcoming a newborn. We recommend naming your collection in a way that is identifiable to your team. The name is never surfaced to the recipient.
Step 3 - Choose your first gift. Use the filters or search function to find the first item to add to your Collection.
Step 4 - Add additional Items. Use the 'Add an Item' option to add additional items to your Collection.
Your Collection is now in Drafts and will need to be approved before sending it out. Move on to the next step to approve your Collection.
Approve Your collection
Once you have built your Collection you'll need to enable it. You can do this by selecting 'Actions' from the top right and then 'Enable Collection'. When your Collection is available to send the information on the left will show that your Collection is Enabled.
This 'Actions' menu contains the ability to:
Enable Collection - Approve for sending
Edit Collection - Change name, add items, assign access to specific teams
Clone Collection - Create an exact copy of this Collection
Delete Collection - Delete this collection
Once your Collection is enabled it is ready to send!