Send To Many Documentation

Reference for everything you need to streamline multi-recipient order uploads and checkouts on your Shopify store.

Getting Started

• Get Started: Set up Send To Many, learn the core concepts, and prepare for your first multi-recipient order.
• Quick Start: Create your first Send in minutes using the upload workflow.
• Key Concepts: Understand Sends, workflows, recipient orders, and how it all fits together.
• What are Multi-Recipient Orders?: The problem Send To Many solves and how multi-recipient ordering works.
• What is Corporate Gifting?: Corporate gifting on Shopify and how Send To Many enables it.
• Launch Checklist: Everything to set up and test before processing real orders.

Upload & Import

• Corporate gifting orders: Spreadsheet upload workflow for corporate gifting Sends.
• Influencer mailings: Upload a list and ship product samples in bulk.
• Formatting your file: Column requirements, templates, and best practices for upload files.
• Send types: Corporate gifting, influencer seeding, and other Send presets.
• Saved import formats: Reuse column mappings across Sends.
• Inventory alerts: Low-stock and out-of-stock warnings during upload.

Multi-Recipient Checkout

• How checkout works: Storefront checkout for shoppers sending to multiple addresses.
• Configuring basics: Set up products, shipping, and display options.
• More options: Gift messages, delivery dates, and advanced settings.
• Discounts: Discount code support in multi-recipient checkout.
• Drawer & slide carts: Cart integration for drawer and slide-out carts.
• Customizing with CSS: Style the checkout block to match your theme.

Inquiry Form

• How it works: Capture corporate gifting inquiries from your storefront.
• Configuring the form: Fields, templates, and notification settings.
• Adding form to storefront: Deploy the inquiry form as a theme section.
• Managing inquiries: Review, assign, and convert inquiry submissions.

Orders & Fulfillment

• After order generation: Two order types, tracking, fulfillment, and failed orders.
• Aggregate orders: The gifter order that captures revenue and payment.
• Cancel & refund: Two-step cancellation across recipient and aggregate orders.
• Delete & regenerate: Start over on a Send without re-invoicing.
• Product images on invoices: Show product images on aggregate draft order invoices.

Invoicing & Payment

• Invoicing & payment: Aggregate invoices, payment collection, and what happens when paid.
• Shopify B2B overview: B2B features for corporate gifting: vaulted cards, catalogs, and payment terms.
• B2B setup guide: Step-by-step B2B configuration for vaulted card payments.
• Private B2B checkout tutorial: Private multi-recipient checkout for repeat corporate gifting customers using company accounts and Markets.
• Quotes & estimates: Pre-calculate orders before finalizing a Send.
• Deposits & split payments: Collect partial payment upfront.

Settings & Configuration

• Send presets & settings: Control order generation, revenue handling, and default behaviors.
• Order & shipping notifications: Control who receives order and shipping emails, and set up a daily delivery digest.
• Customer & address management: How Send To Many creates and manages Shopify customers.
• Access control: Team permissions and staff access settings.
• Pricing & plans: Plan features, limits, and billing.

Integrations

• ShipStation: Filter aggregate orders, configure recipient order settings, and automation rules.
• Shopify Flow: Automate order routing and tagging with Flow triggers.
• Zapiet: Store pickup and local delivery for multi-recipient orders.
• Bird messaging: WhatsApp and SMS notifications via Bird.
• Bundle apps: Bundle app compatibility with multi-recipient checkout.
• Custom shipping API: Custom shipping dates, rates, and carrier integration.

Reporting & Analytics

• Analytics dashboard: Dashboard metrics, trends, and performance data.
• Sales tax: Per-recipient tax calculation and reporting.
• Filtering Shopify reports: Isolate Send To Many orders in Shopify reports.
• Dashboard & exports: CSV exports and data downloads.

Customer Account Extensions

• Sends page & Order Send Banner: Show Send history in customer accounts, add Send context to order pages, and deep link to a Send.
• Send Again (beta): Let repeat gifters reload a past Send or pick past recipients into the multi-recipient cart, from their account or an email campaign link.

Reference

• FAQs: Common questions about Send To Many.
• Troubleshooting: Orders & generation: Fix order generation and processing issues.
• Troubleshooting: Checkout & storefront: Fix checkout display and functionality issues.
• Troubleshooting: Notifications: Fix notification and email delivery issues.
• Glossary: Send To Many terminology and definitions.