Onboarding Checklist

Onboarding Checklists

New to Sendoso? Start Here

Prefer a guided walkthrough? Take the Getting Started with Sendoso course instead of the checklist below\.

Personalize Your Sender Profile

Personalize Your Outreach

Upload your profile photo and customize your email signature\. Recipients will see you, not a generic automated message\.

Article: Adding a Profile Picture[](https://university.sendoso.com/app/courses/3c47ca90-6e6b-4808-9d0d-1bb3a3a4e8e5)

[ ] Added profile picture and information

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Download the Sendoso Chrome Extension

#### Send from Anywhere

Grab our Chrome Extension so you can send gifts directly from LinkedIn, your CRM, or anywhere you browse\.

Article: How do I add the Sendoso Chrome extension?[](https://university.sendoso.com/app/courses/ca279660-0259-44c4-8db2-848112517aab)

[](https://university.sendoso.com/app/courses/ca279660-0259-44c4-8db2-848112517aab)

[ ] Added the Chrome Extension

Pick Your Sending Method & Start Sending\!

You can send items in whatever way fits your workflow best:

Article: Sending with SmartSend

[](https://support.sendoso.com/hc/en-us/articles/50439473657627-Customizing-the-Recipient-Experience-with-the-Recipient-Theme-Generator)Article: How do I send an eGift Offer via Email?

Article: How do I send in bulk via CSV upload? Article: How do I send via Amazon?

*And more\!

[](https://support.sendoso.com/hc/en-us/categories/360003598611-Sending-with-Sendoso)[](https://university.sendoso.com/app/learning_paths/128f46b7-a603-4bef-b465-b89aa9211671)

[ ] Reviewed the ways to send

Learn about Sendoso's MCP

Prefer to send via your AI assistant? Discuss the Sendoso MCP with your Sendoso account admin\! Sendoso’s MCP server enables AI assistants—such as Claude and ChatGPT—to manage Sendoso actions on your behalf\.
Article: Sendoso's MCP Course: Master the Sendoso MCP
[ ] MCP Set Up

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Track your Sends
Track Your Sends
Know exactly where every send stands\. The Send Tracker shows you when a package ships, when it's delivered, or the moment an eGift is opened — so you always know the perfect time to follow up\.
Article: How can I monitor my sends using Sendoso's Send Tracker? Course: Navigating the Send Tracker[](https://university.sendoso.com/app/courses/3c47ca90-6e6b-4808-9d0d-1bb3a3a4e8e5) *

[ ] Reviewed the Send Tracker

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