Skip to main content
Sending Swag on the Salesforce App
Helen Rankin avatar
Written by Helen Rankin
Updated over 2 years ago

In this article, you'll learn how to send swag to individual recipients from a Salesforce contacts. Prior to being able to do this, you'll need to add the "send swag" button to the contact page. Please see the article "Adding the 'Send Swag' button to your SalesForce Contact" for more information.

Step one: Click "Send Swag" on the contact page for the recipient you would like to send swag to.

Screen_Shot_2021-11-24_at_3.03.35_PM.png

Step two: the following window will open and you can use the search bar or scroll to select your desired swag

Screen_Shot_2021-11-24_at_3.04.28_PM.png

Step three: Click the green "+" sign to select your swag. It will turn into a blue check mark once it has been successfully selected.

Screen_Shot_2021-11-24_at_3.05.11_PM.png

Step four: Once you are ready, click "verify shipping information."

Screen_Shot_2021-11-24_at_3.05.51_PM.png

Step five: Verify the recipient's information and make any necessary edits. Select your preferred shipping method and assign desired quantities of the correct size. When you are ready, select "Send Swag."

Screen_Shot_2021-11-24_at_3.06.33_PM.png

Have questions? Contact our team at here!

Swag_Expert.png
Did this answer your question?