Givingli Pro Guide

Welcome to Givingli Pro!

• Givingli Pro is your one stop shop for all your company's special events.

• From employee recognition to client gifting and referral programs, Givingli Pro makes business gifting feel personal at scale.

• Pro Users have access to everything you need for corporate gifting; Bulk gifting, Enhanced Contact Management, Automation, Customizable brand kit, Account Dashboard, and Expense management.

   

 Getting Started

• How to sign up for Givingli Pro

• Accessing your Pro Dashboard 

• Setting up Flexible sender names

   

 Personalization & Branding

• How to use Brand kit 

• How to save a custom template

   

 Sending with Givingli Pro

• How to create and send your first card

• How to schedule a card

• How to set up Automation 

• How to track opened cards

Managing Contacts & Teams

• How to import your contacts

• Organizing groups

Integrations & Tools

• Connecting Zappier

• Adding payment methods and gifting balance

   

Support & Resources

• Givingli Help Center

• TEXT (310) 773-5384 or email help@givingli.com