Collect & manage corporate gifting inquiries on your Shopify storefront

V2 brings a full suite of corporate gift tools to your storefront to make it easier to collect and manage corporate gifting inquiries

Add a customizable inquiry form to any page on your site

Customize a "bulk order inquiry form" in Send To Many to collect exactly the information you want to capture to manage bulk order requests

• Full range of field types: name, email, phone, date, text, number, dropdown, checkbox, multiple choice and radio buttons

• Image upload field allows you to collect logos for product customization for instance

Address file upload field

• Allow users to upload their recipient address spreadsheet with their inquiry and use these files to create Sends, without having to download and upload

• Create your "Import format" by uploading your CSV, XLSX, etc file. Your file can contain graphics / instructions above the table header rows. Your uploaded file will be made available with a download link in the form.

  • Map the columns in your import file to the columns Send To Many will use in creating your Sends

Add form to theme with the theme editor

• Add the form to your store theme using the theme editor. We pick up default styling automatically to match your site. And we give you plenty of styling options in the editor to get the form just right.

• The form can be added to one or more templates or pages on your storefront

Manage notifications

• add one or more emails to the form to get notified of submissions and status changes

Manage inquiries and turn them into Sends

Seamlessly create Sends from your inquiries and manage them through your sales pipeline.

Inquiries can be turned into Sends with one click

• Inquiry data auto-populates in the Send

• If the inquiry came from a logged-in customer or matches a customer's email address, that customer record is saved

• If the inquiry comes from a new customer, the customer will be created in the Send

• The address file from the inquiry is automatically loaded into the Send

• Generate an invoice (via draft orders) for the entire Send to collect payment from the customer

Inquiry statuses reflect the progress of the Send through your workflow

• Easily see which inquiries are in progress and which need to be moved along

• Archive Sends as needed