You can load a list of Recipient Notes (e.g. department, biz unit) for your Workspace Members to select from when Buying Gifts. These Selected Notes are not visible to recipients, but attached to each gift sent to help you track in reporting.
Here are the steps to follow:
1. Navigate to Workspaces
2. Select Workspaces and then go to Settings
3. From the drop-down menu at the top-left of the page, choose your desired Workspace.
4. Proceed to Internal Notes
5. Enter a Recipient Note (ie: department, biz unit) and click add to add it to your list of Recipient Notes. You can also edit or remove a Recipient Note using the edit pencil or x.
6. You can mandate that Workspace Members select a Recipient Note, and whether to include 'Other' as a selection option. Make sure to save your changes.
7. Navigate to Send Gifts > Enter Order Details > Next Step - Delivery & Recipients. You will now see your List of Recipient Notes in a drop-down menu (note: you can still enter custom notes below the Select Note drop down).
8. After sending gifts, navigate to Workspaces > Manage Gifting > Order History, to see all Selected Notes and Custom Notes for each gift under its respective column. Make sure to scroll all the way to the right!
9. Optional - Click Export in the top right-hand corner to access all the Selected Notes and data associated with your gifts in a convenient .csv file.