Digital Resources Guide
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Resources by Use Case
Welcome to Your
Digital Resource Guide
You don't have to figure Sendoso out alone\. This guide will point you to the training, inspiration, and real customer stories that turn your Sendoso investment into meetings booked, deals closed, and relationships that stick\. No matter where you're starting from, you'll find your next step here\.
#### You can choose your own path through this guide to locate resources relevant to you\.
#### Use the buttons below to get started or use the course navigation bar located at the top of this page\.
Digital Resources Overview
Not sure where to start? Get an overview of every learning program we offer, then dive into the full catalog\. Whatever you need, it's here and easy to find\.
Getting Started with Sendoso
New here? In this section you will find onboarding tools and quick\-start guides to get you up and running fast, set up to win from day one\.
Resources by Sendoso Use Case
Need to learn more about gifting best practices? In this section you can find resources organized by what you're trying to achieve\. Find the strategy, then put it into action\.
More Resources
Learn the Basics
Learn Strategy
Sendoso is the leading platform that helps teams launch gifting and direct mail programs at scale, with the same ease as launching a digital campaign\. Connect with customers and prospects in a more personalized, thoughtful, and human way\.
Need Additional Help? Reach out to Sendoso's Customer Education team at training@sendoso\.com\.Additional Resources
Digital Resources Overview
Home
Overview
Getting Started
Resources by Use Case
Digital Resources Overview
Some days you need a quick answer\. Other days you need a live expert or hands\-on practice\. This section is an overview of our different learning programs and gives you quick links to access them\.Use the buttons below to jump straight to what you need, or
scroll down to explore each section\.
Learn at Your Pace
Live Learning
The Learning Hub
Discover resources like Sendoso University, Help Center, and Resource hubs to find answers and learn on your own schedule\.
Join live sessions led by experts for strategies, tips, and success stories, with your questions answered live\.
Learn without leaving the Sendoso Platform\. In\-app training personalized for you\.
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Learn at Your
Own Pace
Get answers whenever you need them\. Explore guides, tutorials, and how\-tos designed to help you move forward, on your schedule\.
Sendoso Help Center
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Find quick answers and step\-by\-step guides to help you make the most of Sendoso\.
Here's what you'll find inside:
- How\-to articles covering everything from basics to advanced features\.
- Step\-by\-step guides to walk you through setup and sending\.
- Answers to frequently asked questions from fellow Sendoso users\.
- Searchable content so you can find answers fast\.
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Sendoso University
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Everything you need to grow with Sendoso\. Explore interactive tutorials, build a winning gifting strategy through hands\-on courses, and earn certifications to boost your professional profile, all on your schedule\.
Here's what you'll find inside:
- Interactive courses to guide you through Sendoso step by step\.
- Certifications to prove your expertise and badges celebrate your wins\.
- Best practices for every stage of the sending journey\.
- Learning at your pace: short, snackable lessons you can take anytime\.
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Digital Rooms
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Everything you need, in one place\. Digital Rooms bundle training, inspiration, and playbooks so you can move faster, without hunting across multiple resources\.
Admin & Manager Resource Hub
Everything admins and managers need to launch, manage, and scale their sending programs with confidence\.
>Sender Quick Start Hub
A fast\-track guide for new senders to learn the basics and start sending\.
>HR & People Operations Resource Hub
Inspiration and tools to celebrate employees, boost morale, and strengthen company culture through gifting\.
>Field Marketing & Events Resource Hub
Strategies, guides, and ideas on using gifting to amplify event impact and keep engagement going before, during, and after your events\.
>Holiday Resource Hub
Your one\-stop shop for seasonal sending ideas, timelines, and resources to sleigh the holidays\.
>Virtual Events Resource Hub
Resources and inspiration to create unforgettable virtual event experiences that connect and convert\.
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The Learning Hub
No searching required\. The Learning Hub brings personalized resources straight to you in the Sendoso Platform\.
Customized to your Sendoso role\.
See resources tailored to your Sendoso role, so you only get what's relevant to you\.
Right where you work\.
No need to leave the Sendoso platform\. Find what you need without switching tabs or searching for help\.
Meets you where you are\.
Whether you're just getting started and need an onboarding checklist or you're a power user looking to level up with certifications, the content adapts to your stage in your Sendoso journey\.
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Webinars & Live Training
Stay inspired with live sessions hosted by experts packed with strategies, tips, and success stories\.
#### Sendoso Stand Up
Are you ready to supercharge your gifting game? Don't miss our monthly webinar for admins & managers where you'll discover pro tips and tricks to enhance your gifting strategy, and get an opportunity to ask questions live to our Customer Success Team\.
Register#### Sender Stand Up
Designed with SDRs, BDRs, AEs, AMs, and CSMs in mind, we’ll go beyond the simple point and click mechanics of how to send and share insights about the who, what, when, and why that will help your teams level up their gifting game\.
Register#### Integration Workshops
Learn how to set up automated sends and send gifts right from your CRM, no tab\-switching required, in a live, hands\-on integrations workshop\. Join us to learn more about integrating Sendoso with HubSpot and/or Salesforce\.
Register#### Use the Continue button at the bottom of the screen to continue exploring, or use the Return to Home button below to navigate to the Digital Resource Guide home page\.
Return to Home
Sendoso is the leading platform that helps teams launch gifting and direct mail programs at scale, with the same ease as launching a digital campaign\. Connect with customers and prospects in a more personalized, thoughtful, and human way\.
Need Additional Help? Reach out to Sendoso's Customer Education team at training@sendoso\.com\.Additional Resources
Getting Started with Sendoso
Home
Overview
Getting Started
Resources by Use Case
Getting Started with Sendoso
Getting started looks a little different depending on your role\. Whether you’re an Admin, Manager, or a Sender,we’ve got you covered\.
Use the buttons below to jump straight to what you need, or
scroll down for the full breakdown of every Sendoso learning program\.
Admins & Managers
Senders
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Admins & Managers
Everything you need to manage & scale your Sendoso program\.
As a Sendoso Admin or Manager, you're the leader of your Sendoso program\. You manage budgets, set up teams, build campaigns, and oversee sending strategies to keep everything running smoothly and scaling with your goals\.
That's a lot to own, and you don't have to figure it out alone\. This section walks you through your first few months as an admin or manager, then gives you resources to lean on as your program grows\.
Getting Started Course
Getting Started CourseEvery strong admin journey starts with the fundamentals\. In 20 minutes, the interactive Getting Started with Sendoso course walks you through setting up the basics of your account\.
This is also a great course to share when you add new admins to your account\. It familiarizes them with the Admin role and helps them understand how to complete key tasks\.
Have a specific question? Browse our Help Center articles built for senders, or visit the Sender Resource Hub for guides, playbooks, and best practices to support you help you send confidently\.Admin & Manager
Resource Hub
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Explore an interactive hub filled with campaign ideas, playbooks, and best practices to inspire fresh ways to use Sendoso\.
Get
step\-by\-step guidance on everything from account setup and user management to budgets, campaigns, and reporting\. Find Resources Setup Guides RegisterJoin the Sendoso Stand Up
Your questions, answered in real time\!
The
Sendoso Stand Up is a monthly webinar designed for Sendoso Admins\. This live session brings you expert guidance, first looks at new releases, seasonal sending tips, customer stories, and live Q&A, all in one session\.Now that you have your foundational Sendoso knowledge in place, it's time to put it to work\.
Get CertifiedBecome a Sendoso Certified Admin
Ready to prove what you know? Earn your
Admin Certification to validate your expertise, boost your professional profile, and gain the confidence to tackle any challenge your program throws at you\.Plus, certified admins get a little something special for their achievement\.
That's the foundation of a strong Sendoso program\. From here, dive into
resources by use case and get guidance built for the specific work you're doing\. Whatever comes next, we're here to help you succeed\.---
Senders
Here's everything you need to start sending confidently\.
As a Sendoso Sender, you're on the front lines of building real relationships\. You send gifts, launch campaigns, and connect with prospects and customers to move deals forward and strengthen relationships\.
That's a lot to manage, and you don't have to figure it out alone\. This section walks you through your first few weeks as a sender, then gives you resources to lean on as you grow\.
Every sender journey starts with the fundamentals\. In 20 minutes, the interactive
Getting Started with Sendoso course walks you through sending your first gift and navigating the basics of your account\. Have a specific question? Browse our Help Center articles built for senders, or visit the Sender Resource Hub for guides, playbooks, and best practices to support you help you send confidently\.Explore an
interactive hub filled with sending tips, playbooks, and best practices to inspire new ways to engage your audience\.Get
step\-by\-step guidance on everything covering sending basics, tracking, and best practices to help you send with confidence\. Find Resources Setup Guides RegisterJoin the Sender Stand Up
Your questions, answered in real time\!
The
Sender Stand Up is an introductory webinar designed for new Senders\. We’ll go beyond the simple point and click mechanics of how to send and share insights about the who, what, when, and why that will help you level up your gifting game\.This live session brings you expert guidance, seasonal sending tips, customer stories, and live Q&A, all in one session\.
Never run out of send ideas\.
The
Send Intended: 365 Days of Pun Calendar pairs every day of the year with a seasonal moment and a punny idea to match, so you always know what to send and when\. Get the GuideYou've explored the resources, now it's time to put that knowledge to work\.
Get CertifiedBecome a Sendoso Certified Sender
Earn your Sender Certification to validate your expertise, boost your professional profile, and add a credential that sets you apart in your career\.
These interactive courses walk you through sending fundamentals, tips, and best practices to help you engage your audience with confidence\.
Plus, certified senders get a little something special for their achievement\.
That's the foundation of a strong Sendoso sender\. From here, dive into
resources by use case and get guidance built for the specific work you're doing\. Whatever comes next, we're here to help you succeed\.#### Use the Continue button at the bottom of the screen to continue exploring, or use the Return to Home button below to navigate to the Digital Resource Guide home page\.
Return to Home
Sendoso is the leading platform that helps teams launch gifting and direct mail programs at scale, with the same ease as launching a digital campaign\. Connect with customers and prospects in a more personalized, thoughtful, and human way\.
Need Additional Help? Reach out to Sendoso's Customer Education team at training@sendoso\.com\.Additional Resources
Resources by Use Case
Home
Overview
Getting Started
Resources by Use Case
Sendoso Resources by Use Case
Explore a curated collection of resources to help you run effective sending programs across all use cases\.However you work, there's a way to fit Sendoso into your day\.
Here's how different teams are already doing it\.
Sales
Sendoso helps sales teams break through noisy inboxes and book more meetings\. Send a personalized gift or handwritten note at exactly the right moment in the deal, from prospecting to closing\.
Marketing
Sendoso turns campaigns into real connections\. Layer direct mail and gifting into your existing marketing motions to boost event attendance, drive webinar signups, and make your outreach impossible to ignore\.
Customer Experience
Sendoso helps CX teams show customers they're valued, not just managed\. Send milestone gifts, renewal thank yous, or a well\-timed pick\-me\-up to strengthen relationships and drive retention\.
HR & People Operations
Sendoso makes it easy to celebrate your people, wherever they work\. From new hire welcome kits to work anniversaries and team wins, send something that actually feels personal\.
Use the
Jump Here buttons below to jump to a specific section, or scroll to explore all use case resources\.Jump Here
Jump Here
Jump Here
Jump Here
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Sales
Take your sales team to the next level with Sendoso’s curated resources designed to help you
book more meetings, accelerate deals, and build stronger relationships with your prospects and customers\.How can direct mail & gifting help sales & sales development teams?
Gifting makes prospects feel valued, fostering stronger connections and loyalty\. Those connections drive better response rates, accelerate your sales cycle, and help you build relationships that turn into revenue\.
Want the full picture?
Read the 2026 Digital Fatigue Report for more data on what's fatiguing buyers, what's not, and how to make gifting work for your team\.
Get the ReportGifting makes prospects feel valued, fostering stronger connections and loyalty\. Those connections drive better response rates, accelerate your sales cycle, and help you build relationships that turn into revenue\.
Explore real customer stories to see how sales teams are using gifting to boost response rates and close bigger deals, faster\.
See how Gong used Sendoso
to spark
400\+ net\-new opportunities and drive millions in pipeline\. Read More >Learn how Tipalti used Sendoso to revive accounts and
influence nearly $3M in revenue\. Read More >See how Guru used Sendoso to drive a
5X increase in response rates and scale personalized outreach\. Read More >See gifting in action\.
Ready to put these strategies in action?
Boost your professional profile and prove you know how to use gifting to drive real sales results\.
Become a Certified Meeting Booker
Created for Sales Development professionals \(SDRs, BDRs, XDRs\), in this certification you'll learn our proven Direct Mail Framework and make gifting your secret weapon for booking more meetings\. Just 35 minutes stands between you and a certificate, a LinkedIn badge to show off your skills, and a little something extra for completing it\.
Get CertifiedBecome a Certified Deal Accelerator
Created for Account Executives, in this certificatoin you'll put our proven Direct Mail Framework to work and use gifting to move deals through your pipeline faster\. In 35 minutes, walk away with a certificate, a LinkedIn badge worth sharing, and a small thank\-you gift for finishing strong\.
Get CertifiedThat's the playbook for using gifting to drive sales\. Continue scrolling to explore more resources by use case\. We're here to help you succeed\.
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Marketing
Take your marketing campaigns further with Sendoso’s curated resources designed to help you
generate leads, grow pipeline, and build stronger relationships with your audience\.How can direct mail & gifting help marketing teams?
Digital fatigue is real, and buyers are tuning out\. Direct mail and gifting break through the noise, helping your marketing team build real connections that turn into pipeline, event turnout, and stronger account relationships\.
Want the full picture?
Read the 2026 Digital Fatigue Report for more data on what's fatiguing buyers, what's not, and how to make gifting work for your team\.
Get the ReportExplore real customer stories to see how marketing teams are using gifting to drive pipeline growth, reach target accounts, and increase event attendance\.
See how BetterCloud used Sendoso to drive a
92% increase in direct mail pipeline influence and a 529% increase in closed\-won influence\. Read More >See how Terminus used Sendoso to turn a virtual ABM eBook into a
direct mail campaign that generated $5\.5M in pipeline\. Read More >See how a B2B data company used Sendoso to drive
record\-setting event registration, a 49% attendance rate, and millions in pipeline\. Read More >See gifting in action\.
Ready to put these strategies in action?
Boost your professional profile and prove you know how to use gifting to drive real results\.
Become a Certified Pipeline Driver
Become a Certified Target Account Engager
Become a Certified Event Attendance Driver
Get Certified Get Certified Get CertifiedBuilt for Demand Generation Marketers who want to turn gifting into a pipeline\-building machine\. This certification walks you through our proven Direct Mail Framework in just 35 minutes\. Pass with an 80% or higher and you'll earn a certificate, a LinkedIn badge worth showing off, and a little something extra for your effort\.
Account\-Based Marketers, this one's for you\. In 35 minutes, master our proven Direct Mail Framework and learn how to make gifting the key to breaking into your toughest target accounts\. Complete the assessment and you'll walk away with a certificate, a LinkedIn badge to show for it, and a small thank\-you gift\.
Designed for Field Marketers looking to fill more seats and drive stronger turnout, this certification teaches our proven Direct Mail Framework in just 35 minutes\. Finish strong and earn a certificate, a LinkedIn badge to share with your network, plus a little extra for completing it\.
That's the playbook for using gifting to drive marketing results\. Continue scrolling to explore more resources by use case\. We're here to help you succeed\.
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Customer Experience
Delight your customers and strengthen loyalty with Sendoso’s curated resources, designed to help you improve onboarding, resolve challenges quickly, and create memorable experiences that drive retention and revenue\.
How can direct mail & gifting help customer experience teams?
Customer success and customer experience teams can leverage gifting as a powerful tool to
build stronger relationships, boost retention, and drive long\-term loyalty\. Thoughtful, well\-timed gifts create meaningful touchpoints that enhance customer satisfaction and reinforce your brand's commitment\.Want the full picture?
Read the 2026 Digital Fatigue Report for more data on what's fatiguing buyers, what's not, and how to make gifting work for your team\.
Get the ReportIncorporating gifting into customer success strategies allows teams to strengthen bonds, differentiate their service, and ultimately retain more customers while encouraging upsell opportunities\.
Explore real customer stories to see how customer experience teams are using gifting to boost response rates and close bigger deals, faster\.
See how Magaya used Sendoso to
boost client retention to 95% and triple email open rates from 30% to 90%\. Read More >See how BetterCloud used swag and gifting to
drive onboarding completion and boost direct mail's closed\-won influence by 529%\. Read More >See gifting in action\.
Ready to put these strategies in action?
Boost your professional profile and prove you know how to use gifting to drive real sales results\.
Become a Certified Customer Retainer
Created for Customer Success Managers, in this certification you'll learn our proven Direct Mail Framework and make gifting your secret weapon for retaining customers\. Just 35 minutes stands between you and a certificate, a LinkedIn badge to show off your skills, and a little something extra for completing it\.
Get CertifiedThat's the playbook for using gifting to drive a stronger customer experience\. Continue scrolling to explore more resources by use case\. We're here to help you succeed\.
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HR & People Operations
Delight and engage your employees with Sendoso’s curated resources, designed to help you enhance onboarding, celebrate milestones, and strengthen workplace culture\.
How can gifting help me drive employee engagement?
Gifting is a powerful way to enhance the employee experience, creating a workplace culture where employees feel valued and appreciated\. An organization is only as strong as its culture\! Strategic gifting can make a lasting impact, whether you're welcoming new hires, recognizing achievements, or fostering team connections\.
Below are some of the key ways gifting can elevate your employee experience strategy:
Explore a real customer story to see how HR & people operations teams are using gifting to drive employee engagement\.
See how Quantum Metric used Sendoso to reinvent employee recognition and
win over 96% of employees\. Read More >See gifting in action\.
Ready to put these strategies in action?
Boost your professional profile and prove you know how to use gifting to drive real sales results\.
Become a Certified Employee Experience Driver
Created for HR & People Operations professionals, in this certification you'll learn our proven Direct Mail Framework and make gifting your secret weapon for facilitating an engaging employee experience\. Just 35 minutes stands between you and a certificate, a LinkedIn badge to show off your skills, and a little something extra for completing it\.
Get CertifiedThat's the playbook for using gifting to drive sales\. Continue scrolling to explore more resources by use case\. We're here to help you succeed\.
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#### Use the Return to Home button below to navigate to the Digital Resource Guide home page\.
Return to Home
Sendoso is the leading platform that helps teams launch gifting and direct mail programs at scale, with the same ease as launching a digital campaign\. Connect with customers and prospects in a more personalized, thoughtful, and human way\.
Need Additional Help? Reach out to Sendoso's Customer Education team at training@sendoso\.com\.*