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Launch Multi-Recipient Orders on Your Shopify with Send To Many

Step-by-step checklist to launch Send To Many on your Shopify store. Covers technical setup, team training, test transactions, and accounting review.

Getting Send To Many installed is just the first step. Before you start processing real orders, there are a few things worth setting up and testing so your first live Send goes smoothly.

This checklist is organized by workflow area, followed by the team and process items that apply regardless of which workflows you use.

Upload​

  • Create a send preset for your primary use case. Corporate Gifting, Influencer Seeding, and General Import are available out of the box. If your workflow doesn't match one of these, create a custom send preset with the right defaults for order revenue handling, shipping, and notifications. See Send Presets & Settings for details.
  • Prepare a test spreadsheet. Use a real-world file format (the same columns and layout your team or customers actually use). This is the best way to confirm column mapping works without surprises.
  • Run a test Send end-to-end. Upload your test file, map columns, validate addresses, select shipping rates, and generate orders. Review the resulting orders in Shopify to confirm products, addresses, tax, and totals look correct.

Multi-Recipient Checkout​

  • Add the checkout block to your theme. The multi-recipient checkout is deployed as a Shopify theme app block. Create a page template, add the Send To Many block, and create a page that uses the template. Configure the styling with app block settings in the theme editor. See How Checkout Works for setup instructions.
  • Confirm your cart button appears. The "Send to Multiple Recipients" button works automatically with most cart styles. After adding the app block, check that the button appears in your cart. The "auto format" and "auto position" options can usually place it right under your "Checkout" button automatically. If it doesn't show up automatically in a drawer or slide cart, see Adding Send To Many to a Drawer or Slide Cart for a quick setup guide.
  • Configure checkout settings. Review product customization options, gift message fields, shipping date picker settings, and any upsell discounts you want to offer. See Configuring Checkout: Basics and Configuring Checkout: More Options.
  • Place a test order through checkout. Add products to your cart, go through the multi-recipient flow with 2-3 test recipients, and complete payment. Confirm that the parent order and recipient orders are generated correctly in Shopify.

Inquiry Form​

  • Add the inquiry form to your store. The form is deployed as an app theme block. Create a page template or add it to an page template in the theme editor, then customize the fields to match what you need from prospective customers. Then add the template to a page in Content > Pages. See Configuring the Inquiry Form.
  • Set up notification emails. Configure which team members receive email alerts when a new inquiry is submitted. You can add multiple recipients.
  • Submit a test inquiry. Fill out the form on your storefront and confirm the submission appears in Send To Many and that notification emails arrive.

Technical Setup​

  • Review shipping notification settings. Decide whether to suppress, send to recipients, or send to the gifter for each send preset. The default is suppressed, which is the right choice for most bulk sends. See Shipping Notifications.
  • Configure order tags. Set up tags for your send presets and checkout so Send To Many orders are easy to identify and filter in Shopify. Tags support dynamic variables like send ID and send name.
  • Add filters to Shopify Analytics reports. If you're generating your recipient orders with full calculated values, you'll want to filter the aggregate orders out of Shopify Analytics reports. See Shopify report filtering for details.
  • Check shipping settings. Confirm your Shopify shipping rates are set up for the destinations you expect. If you use third-party shipping apps or need custom delivery dates, configure those integrations before your first live Send.
  • Set up team access. Add your team members in Send To Many settings and assign the right roles (Admin, Manager, or Staff) based on what each person needs to do.

Team Preparation​

  • Train your CS/support team. Make sure they understand how Sends work, where to find recipient orders in Shopify, and how to handle common questions (order status, tracking, address changes). The Quick Start Guide and Key Concepts articles are good starting points to share.
  • Brief your sales team. If your sales team is quoting or discussing bulk orders with customers, they should understand how order uploads and invoicing work, and the checkout options available. With a quick walkthrough, they may be able to handle their bulk orders themselves in the app in Shopify admin.
  • Run test transactions. Process at least one full test Send per workflow you plan to use (upload, checkout, inquiry). Review the orders in Shopify, check that fulfillment workflows trigger correctly, and confirm notification emails behave as expected.
  • Review with accounting. Walk through a completed test Send with your accounting team. Show them how aggregate orders and recipient orders appear in Shopify reports, confirm the revenue reporting filters are in place, and verify tax details are accessible where they need them. See Key Concepts for background on revenue reporting and sales tax.

Go Live​

Once you've worked through the items above, you're ready to process your first real Send. Start with a smaller order if possible to build confidence before scaling up. If anything looks off, reach out to us at help@sendtomany.com or via chat.

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