Surprise and delight your recipients with multiple items from your shop, including swag, snacks, and more! This guide explains how to create a Surprise Send Items order in a few simple steps.
⚠️Important Note:
Some items will be shipped separately, and you can only place a Send Items order if you do not have any existing shop points in the specific shop where you wish to place the order.
This article includes the following sections:
Entry Points to the Send Items feature
There are two entry points to locate the Send Items feature:
Entry Point 1: Kits & Send Items Page
Navigate to the Kits & Items Page
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.
Click on the SEND ITEMS button to initiate the process.
You will then be routed to this pop-up page, where you will be asked to select a shop or create a new shop using our available templates.
Entry Point 2: Shops Page
Please note that this entry point is only applicable for those who already have a created Shop on their account.
Navigate to the Shops Page
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 Shops
In the sidebar menu, locate and click on "Shops" to access your shop's page.
From the My Shops dashboard, click the Live Shop you wish to use for your Send Items.
You will then be routed to the specific Shops dashboard.
Click on the Send Items button on your screen's right side.
You will then be routed to your Shop's menu page.
Set the Menu Page to 'SEND ITEMS TO OTHERS' Mode
From the menu page, you will find a pop-up page at the top. Make sure to select the SEND ITEMS TO OTHERS mode before selecting an item.
Selecting the Items to Send To Recipients
When sending items to recipients, you have flexible options for global and country-specific shipping. You can choose to send items within a single country, send the same items globally to all recipients, or create a mixed shipment where some recipients get country-specific items while others receive global items. Understanding these options will help you create the right sending experience for your recipients.
Same Country Shipping
Select a specific country (e.g., the United States, India, or the Philippines) to send items to recipients in that country only
From your current menu page, select the item(s) you wish to send to your recipients that are located in that region and click the ADD TO BAG button.
To continue adding items for recipients in another country, click the country flag icon at the top of the menu. Then select the country where your other recipient(s) are located.
Once you have finished adding items to your cart, click on the Bag Icon at the top right corner or simply click on the VIEW BAG button on the pop-up page to begin the checkout process.
You'll be prompted to the My Bag page, where you'll see the list of the items you have chosen from various international menus.
At the bottom, you will find the NAME YOUR ITEMS (OPTIONAL) field where you can name your Send Items order for easy reference. If left blank, it will default to the order number.
Click NEXT to continue.
Global Only Shipping
Select "Global" to send the same items to recipients anywhere in the world
All recipients, including those in the US, will receive the same global items
Note: For locker items (pre-purchased swag) shipping internationally from US, a $100 fulfillment fee applies (does not apply to on-demand items). The fee may also vary based on package size and weight.
Mixed Country and Global Shipping
When you select both Global and a specific country (e.g., US):
Recipients in the specific country will receive only items from their country's menu
Recipients outside that country will receive items from the global menu
Note: Country-specific items take priority over global items for recipients in that country. For example, if you select both Global and US items, US recipients will only receive the US items, while recipients outside the US will receive the global items.
How to Add Recipients
After finalizing your items, you'll be directed to the Add Recipients page to enter the necessary recipient information. Select 'Surprise Recipients, in order to have the ability to add their shipping addresses.
Afterward, go ahead and add your recipients by either adding recipients manually, choosing from your contacts, or Uploading a Sheet,
Adding Recipients Manually
If you are adding new recipients to your order, click on the INPUT RECIPIENTS button.
Enter the necessary shipping information of your recipient(s).
Please ensure all required information is complete for each recipient before adding the next as the system will not allow you to move on if any information is missing.
You can also delete or update recipient details during this process.
Once you are done adding all recipients, click on the SAVE button.
Adding Recipients from Your Contacts
Tick the check box next to each contact you'd like to include in your order.
If your selected contact has missing information, such as the name, phone number, or address, the system will ask you to provide these details after clicking the NEXT button.
Add the missing recipient details and click SAVE to proceed.
Once your selected contact already has the necessary shipping details you may click NEXT to proceed.
Note: If you need to update the shipping address for an existing recipient in your contacts, please make the changes on your Contacts page.
Adding Recipients and Choosing Preferences by Uploading a Sheet
You can add recipients and select their preferences all at once by uploading a .xlsx spreadsheet file. To get started, click "UPLOAD SHEET" and then "Download Template." The template will include data related to the order. After filling out the template, be sure to save all changes. Close the file, then upload it and click "SUBMIT."
Filling Out the Template
When you download the .xlsx template, the file name will include the order number.
Each country with selected items will have its own tab. Please complete the recipient information in the corresponding tab.
Fill out columns A through J with recipient information. Note that a phone number is required for recipients outside the U.S. to ensure successful delivery.
Selecting Preferences
Swag Items: Choose the preference for each item from the dropdown list. Some swag items do not have size or color options, so simply select the default item in the dropdown list in those cases. Leave the 'Restrictions' column blank, as it is not applicable.
Snacks & Non-Swag Items: Select the default option from the dropdown list.
International Dietary Restrictions: Generally, restrictions are not applicable for international snack stashes. However, if the option is available, you'll need to type in any dietary restrictions (e.g., gluten-free, vegan, keto, paleo, kosher, nut-free, sustainable, halal, dairy-free, no sugar added).
US Dietary Restrictions: For US recipients, you can select applicable restrictions for stashes from the dropdown list.
International tab
United States tab
Upload Process
Click UPLOAD SHEET.
Drag and drop the file or click SEARCH LOCAL DEVICE to browse for it.
Select the completed .xlsx file, which should contain the order number in the file name.
Once uploaded, the contacts will appear and be selected in your contact list. Just click on the PREVIEW SELECTED button to review the contact information.
Click NEXT to proceed.
Select Recipient Preferences
If you choose to add recipients manually or from your contacts, you'll be prompted to select recipient preferences on the next page, such as color and sizing (if applicable) for each recipient.
If you added a recipient that is not located in the country you have set up for the gift, the system will automatically remove the recipient and display an error message: "recipient falls outside of the countries you have set up the gift for and haven't been added."
For any apparel items, please make sure that you check the size guide to ensure accurate size selections.
You may also need to provide dietary restrictions for snack items.
For items that only have one variant, just click on the NEXT button to proceed.
Upload Preferences later
If you do not have their sizes or preferences yet, you may click on "SKIP, I'LL ADD LATER" to skip adding for all recipients.
To complete uploading the preferences after the order is placed, you may follow the instructions in this article ✨"How to Upload Recipient Preference in A Surprise Kit in Your Live Order"
Adding Recipient Note
A personalized note will be included with your package to let recipients know who sent it.
Specify the sender name you’d like to appear in the "From" field.
Add a custom message for your recipient.
**Disclaimer:** Some items may be shipped separately and not all partners will include custom note.
Click 'NEXT' to continue.
Customizations & Checkout Page
Customizations
**Note that this option will only be available if you have selected items (snacks or pre-purchased swag) that are being shipped directly from our warehouse to recipients who are located within the US & Canada.
If you wish to add customizations to your box at an additional cost per recipient, you can select the available options. If you do not wish to add customizations, click 'NEXT' to proceed to the next steps.
Select Payment Method
Choose or add your preferred payment method from the options provided.
Click CONTINUE to proceed.
Add Billing Information
Add the BILLING COUNTRY and BILLING ZIP CODE.
Click CONTINUE to proceed.
Process Payment
On the order summary, click "PAY NOW."
Confirmation
Congratulations! Your order has been created!
You will then see this confirmation page for your order. On this same page, you will have the option to download the order summary and review the payment breakdown.
If you haven't uploaded your logo assets, instructions on how to send them will show up on the confirmation page.
Click DONE to close out this page.
Order Status Overview
After completing your order and closing the confirmation pop-up, you'll be directed to the order dashboard. Here's an explanation of the different order statuses and tabs you'll encounter:
1. INCOMPLETE TAB
All recipient orders begin here, and the status will initially show as PROCESSING. This process typically takes a few minutes.
Orders with errors (except inventory errors) remain in this tab. To view error details, hover over the i icon next to Incomplete.
You will receive an email if any information is missing or if preferences still need to be selected, along with instructions on how to address these issues.
2. INVENTORY ERROR TAB
Orders with inventory-related issues (for pre-purchased swag) are moved here. You may need to restock if necessary.
3. SENT TAB
Successfully processed orders are moved to this tab, showing the recipient's email address, a green "Sent" status, and the process date next to it.
Where To View Your Send Items Orders
All created Send Items orders can be found in your Kits & Sent Items dashboard. You will also have the option to view and manage your order on the same page. Here's how you can get there:
Navigate to the Kits & Items Page
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 the Kits & Items Page
In the sidebar menu, locate and click on "Kits & Items" to access your Kits & Send Items.
You will be routed to this page, where you will find the created Send Items Kits. Just simply click on the tile if you want to check your order.
To learn more about how the Send Items Kit works, read more details in the article linked below:
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