• How to Send Gift Cards

    Sending Gift Cards is a powerful feature that allows businesses to issue gift cards directly to any customer—without requiring a purchase or payment. This is perfect for loyalty rewards, customer satisfaction gestures, refunds, promotions, internal testing, or manually granting prepaid credit. The Send flow works exclusively in Live Mode currently, ensuring…

  • How to Sell Gift Cards

    Gift Cards can be sold in multiple ways—through a dedicated checkout link, embedded checkout, QR codes, or by adding Gift Card Products to existing checkouts such as Funnels, Forms, Payment Links, Invoices, Stores, and Calendars (where products are supported). This article walks you through each selling method, what customers experience,…

  • How to Track Gift Card Performance (Analytics & Metric Tracking)

    The Gift Card Dashboard provides a consolidated view of how your gift card program is performing over time. This includes issuance counts, revenue impact, buyer trends, and denomination preferences. You’ll find this under Payments → Gift Cards → Top Dashboard after at least one gift card has been sold or…

  • Printify Integration for Ecommerce Stores

    Skip the inventory hassle and still sell branded merch. Connect your CRM store to Printify’s catalog of 1,000+ products and 85+ global print providers, and every order is made on demand—no boxes, no bulk buys.  TABLE OF CONTENTS What is Printify Integration? Key Benefits of Printify Integration Important Notes &…

  • Cookie Policy Details

    A cookie policy is a legal requirement for websites that use cookies or similar tracking technologies. It informs users about the types of cookies used, their purposes, and how users can manage their preferences. Here are some key components to include in a cookie policy. TABLE OF CONTENTS 1. Include…

  • Domain Transfer-In Overview

    TABLE OF CONTENTS What is “Domain Transfer In”? How the transfer works (at a glance) Before you begin (checklist) Step 1: Enter Domain Step 2: Eligibility Check Step 3: Review DNS Records (critical to avoid downtime) Step 4: Finalize Transfer Step 5: Approve at Your Current Registrar After approval: what…

  • Updated Messaging Guidelines for the U.S. & Canada

    Good news!We’ve simplified A2P (Application-to-Person) requirements to make messaging across the United States, Canada, and Puerto Rico more consistent, reliable, and compliant — all while keeping things easy for you. OVERVIEWThis guide explains the messaging requirements and error codes related to A2P (Application-to-Person) registration and Persona verification for both domestic…

  • Billing Statement Help

    Overview This article explains the billing statement requirements for the upcoming number porting feature in lead connector.When you port your existing phone number(s) into lead connector, carriers require proof that you own those numbers. This proof comes in the form of a billing statement or account record from your current…

  • Getting Started with Gift Cards

    Gift Cards are a powerful new way to engage your customers, boost sales, and build loyalty — all within your existing payments ecosystem. With fully customizable Gift Card Products, you can design and sell beautiful, branded digital cards that reflect your business identity. From choosing artwork and denominations to setting…