1
Create Workspace
Enter your company name and email. Workspace is created instantly.
Platform Guide
How SendTreat Works for Business
From workspace setup to automated fulfillment — here's how SendTreat OS becomes your gifting infrastructure.
Getting Started
1. Workspace Setup
Get started in under 3 minutes with instant workspace creation.
2
Choose Funding
Select credit wallet (prepaid) or monthly invoice (usage-based).
3
Add Team
Invite users and assign roles: Admin, Manager, Sender, or Viewer.
Access Control
2. Users & Roles
Four roles with granular permissions that scale from startup to enterprise.
Admin
Full control over billing, rules, integrations, and team management.
- Manage billing & credits
- Create automation rules
- Configure integrations
- Add/remove team members
Manager
Oversight & analytics with approval workflows.
- Approve sends above threshold
- View all analytics
- Manage bulk campaigns
- Set budget limits
Sender
Trigger gifts manually or via automation rules.
- Manual 1-to-1 sends
- Trigger automated rules
- View own sends
- No billing access
Viewer
Read-only access to analytics and reports.
- View analytics dashboard
- Export reports
- No send permissions
- No billing access
Flexibility
3. Sending Modes
Three ways to send: manual, bulk, or automated. All powered by the same infrastructure.
Manual Send
One-to-one gifting perfect for Sales and CS teams. Send thoughtful gifts in under a minute.
Workflow:
- Click "Send Treat"
- Enter recipient details
- Select emotion & treat
- Edit AI-generated note
- Send instantly
Bulk Campaign
CSV campaign sends ideal for Marketing teams sending to hundreds at once.
Workflow:
- Go to Campaigns
- Upload CSV
- Choose emotion & gift
- Schedule or send now
- Review & launch
Automated Rules
Trigger-based automation with zero human intervention. Set once, run forever.
Example Rules:
- Deal → Closed Won → welcome treat
- NPS ≥ 9 → send thank-you
- 90 days active → appreciation
- New hire day 1 → welcome gift
Integrations
4. Automation
Connect your tools to automate gifting based on events and triggers.
CRM Integration
HubSpot & Salesforce — trigger gifts when deals close or prospects engage.
Billing Events
Stripe webhooks — send thank-you gifts when customers upgrade.
Support Tools
Zendesk & Intercom — automate appreciation sends on high NPS.
Custom Webhooks
API integration — connect any tool via webhooks for custom events.
Delivery
5. Fulfillment
Curated network of local + national partners handle fulfillment seamlessly.
Partner Network
Curated network ensures coverage and redundancy in major cities.
Same-Day
Local partners enable same-day delivery with SLA guarantees.
Quality Control
Every partner vetted for quality, reliability, and experience.
White-Label
Gifts arrive with your branding, not partner branding.
Insights
6. Analytics
Track operational metrics, emotional engagement, and business impact in one dashboard.
Operational
Sends by user/team, credit usage trends, delivery success rate.
Emotional
Reaction rate, reply rate, time-to-reply, recipient sentiment.
Business Impact
Deals closed faster, retention correlation, NPS lift vs control.
Ready to Get Started?
Set up your workspace in under 3 minutes or book a demo to see it in action.