After you have created your Greetabl account, added credit and connected it in 17hats, you will be ready to send your first gift. 

1)  Send directly from your contact's project page. 

By Manually sending from the project page you will be able to create a new gift or use a template to populate your order.



2) Send through the use of a Workflow. 

By using a Workflow you can be remind to review and send the gift OR you can have have the workflow send it for you. 

As you can see in the Workflow below, the Greetable will send as soon as the Quote, Contact and Invoice has been fully completed and the account owner has counter signed the contract.

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