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SwagUp Dashboard Guide
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How to send swag from the SwagUp Platform
How to send swag from the SwagUp Platform
Helen Rankin avatar
Written by Helen Rankin
Updated over a week ago

Once your swag is available as inventory, you can start sending swag out to recipients at domestic and international addresses. Here's how:

The SwagUp Dashboard offers a unified shipping experience for sending out your swag in inventory.

To get started, look for the Send Swag button from one of the following pages in your SwagUp Dashboard: the Dashboard home page; the Shipments tab; the Contacts tab (located within Shipments); the Inventory tab.

Click Send Swag. The next few steps will be the same no matter where you started from in the Dashboard β€” the shipping process is flexible enough to work for multiple products and recipients, so don't worry if you have more than a couple swag pieces to send out!

Note: If you choose to send swag from the Inventory tab by clicking on Send Swag within a swag product card, that product will already be selected for you when you enter the shipment process. You can de-select that product if you change your mind, or add more products as you like.

Step 1: Select Products

To select all available swag in inventory, check Select All in the upper left hand corner.

You can also use the search bar to find a specific swag product. You can also filter by swag product type (e.g. bulk, pack) or by availability (e.g. in stock, out of stock) in the upper right hand corner.

After you've selected all the swag products you want to work with, click Select Recipients to continue.

Step 2: Select Recipients

Select from your Existing Contacts or Add New Contact

Once you select your recipients, you'll be taken to the next screen to edit the shipment.

To update an individual shipment, move the cursor over that contact's row in the table. You will see Edit Shipment appear on the right hand-side of the row. Click the link to open the recipient's shipment details. From here, you can update the number of swag products they receive, the shipping method used, and the scheduled shipping date.

Keep in mind that if you don't have inventory in the right sizes for a contact, you will run into an error when trying to add them.

For example, if you have a contact marked with shirt size S but you only have swag products in sizes M and L, you will see an error reporting inadequate inventory for this contact.

To correct an error, change the quantity or sizes being sent, simply scroll down to the inventory section and edit the fields.

If you are wanting to ship all remaining inventory to one location, click "Add All Remaining Items"

Step 3: Review Your Shipment

Click Review Shipment to finalize the details

Step 4: Select Your Payment Method

If you have purchased swag credits in advance, you can use those now for shipping. Otherwise, toggle off Use Available Credits to pay with credit card instead.

When you're ready, hit Pay & Send Swag and confirm all of the details in the next screen.

Click Continue to launch your swag!

If you get stuck or still have questions, chat with us on swagup.com and we'll be happy to help you get you going πŸš€

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