Onboarding Checklist

Onboarding Checklists

Configure Your Account Settings

Set Up Funding & User Spending Limits Note: You must set up your account balance before you can invite your team\. Article: How do I create a Funding Source and add funds to my account? Course: Set up your Account Balance

[ ] Added funds and spending limits

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Create Teams & Invite Users

Organize your users into teams and send out invites so your team can start sending\.

Article: How do I manage teams and team members? Course: Set up Teams & Users

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

[ ] Added Teams & Users

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Set Up Your Branding & Themes

Deliver a seamless, branded experience\. Align your Sendoso recipient experience with your corporate brand guidelines\.

Article: Customizing the Recipient Experience with the Recipient Theme Generator

[ ] Created branded themes

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Set Up Your Custom Domain

Boost your open and response rates by sending emails directly from your own domain\.

Article: Setting up a Custom Email Domain

[ ] Custom Domain Set up Completed

Sync your Salesforce or HubSpot accounts to Sendoso

Sync your Salesforce or HubSpot accounts to measure ROI and automate sending gifts

Article: Salesforce Article: HubSpot Course: Salesforce Course: HubSpot

[ ] Synced Salesforce and/or HubSpot

Set up Sendoso's MCP

Connect your AI Assistant to Sendoso\. Conduct recipient research, choose a gift and send right from your preferred AI assistant\.

Article: Sendoso's MCP Course: Master the Sendoso MCP

[ ] MCP Set Up

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Create your first campaign and Party Link

Get your team set up right with a campaign and Party Link ready to share\.

Article: How to Create a Campaign[](https://support.sendoso.com/hc/en-us/articles/51823801545243-Managing-Party-Links) Article: Managing Party Links Course: Account Set up: Campaigns

[](https://support.sendoso.com/hc/en-us/articles/51823801545243-Managing-Party-Links)

[ ] Created Party Link

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New to Sendoso? Start Here

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