Tutorials
Task-oriented, step-by-step guides for Send To Many. Each tutorial walks you through a complete workflow from start to finish.
Setup Guides
- Import Your First Bulk Order into Shopify: Create your first Send using the upload workflow.
- Setting Up Multi-Recipient Checkout on Shopify: Configure and launch multi-recipient checkout on your storefront.
- Setting Up the Corporate Gifting Inquiry Form: Add the form to a page, configure fields, set up notifications, and test the flow.
Sending Orders
- How to Create a Corporate Gifting Order: Upload a recipient spreadsheet, generate an invoice, and collect payment.
- How to Send Product Samples to Influencers: Ship product samples in bulk with suppressed notifications and free shipping.
- How to Manage and Convert Inquiries: Turn inquiry form submissions into completed Sends.
- How to Send Gift Cards in Bulk from a Spreadsheet: Upload names and emails, assign gift card denominations, and let Shopify email each recipient their code.
- How to Import Marketplace Orders into Shopify: Import orders from marketplaces and wholesale platforms that don't integrate with Shopify, straight from their CSV export.
- How to Customize Your Shopify Invoice Email for Multi-Recipient Orders: Tell gifters their invoice covers a multi-recipient order and link them to a CSV of every recipient.
After You Send
- How to Cancel and Refund Bulk Orders: Two-step cancellation across recipient and aggregate orders.
- How to Delete and Regenerate Orders: Start over on a Send without re-invoicing.
- How to Customize Your Shopify Analytics Dashboard for Multi-Recipient Orders: Swap in filtered sales reports that exclude aggregate orders so bulk order revenue isn't double-counted.
Post-Purchase Experience
- How to Add the Sends Page and Order Send Banner to Shopify Customer Accounts: Give gifters one place to see every recipient, delivery status, and tracking number.
- How to Customize the Order Confirmation Email for Multi-Recipient Orders: Reassure gifters after they pay with a note that explains the multi-address order and a link to their Send detail page.
- Set Up Delivery Digest Emails with Shopify Flow and Klaviyo: Send bulk order gifters one daily shipping update per Send instead of an email per shipment.
- How to Customize the Shipping Notification for Gift Recipients: Tell recipients who a package is from and keep the contents a surprise.
Integrations
- How to Connect ShipStation for Bulk Order Fulfillment: Filter aggregate orders, configure recipient order settings, and set up automation rules.
Marketing Campaigns
- Win Back Last Year's Holiday Gifters with Send Again: Find your prior gift givers in Shopify, set up a campaign that brings them back to their recipient list, and let them reorder through the multi-recipient cart.
Advanced
- Create a Private Multi-Recipient Checkout for Repeat Corporate Gifting Customers: Combine Shopify company accounts, B2B markets, and theme overrides with a dedicated checkout configuration.
- Translate the Multi-Recipient Cart into Your Store's Languages: Export the translation spreadsheet, translate it with an AI prompt, and import it back.
- How to Customize Shopify Notifications for Send To Many Orders: Tailor order confirmation and shipping confirmation emails so billing customers and gift recipients understand their multi-address order.
- How to Set Up Shopify B2B for Corporate Gifting: Vaulted cards, catalog pricing, payment terms, and permissions.