Corporate GiftingOperations

Gifting and CRM automation with Merch.com: your questions answered

How gift links, warehousing and CRM automation work together, so a gift goes out without anyone collecting an address or placing an order by hand.

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Gifting and CRM automation with Merch.com: your questions answered

The short version

You design the merch with us, we produce it and keep it in our warehouses, and you send it with a link. The person receiving the gift picks what they want and enters their own address, and we ship it. Connect your CRM and those sends can start on their own, when a deal closes, a creator signs on or a contact reaches a stage you choose.

How does sending a gift work?

You create a gift link in your Merch.com portal and share it however you like, by email, text, Slack or a QR code. You can make one link for a whole list or a unique link for each person.

The person opens the link, chooses their product (and size or color, where there is a choice) and enters their shipping address. That is the whole experience for them, and it takes under a minute.

You decide what each link allows: which products are on it, how many items a person can pick, when it expires and how many times it can be used.

Do we need to collect addresses first?

No. That is the point of a gift link. Nobody on your team has to chase addresses in a spreadsheet, and you never hold a stranger's home address in your own files. The recipient types it in, we check it is deliverable, and we ship to it.

Where is the product kept, and who ships it?

We produce your merch and store it in our warehouses in the United States, the United Kingdom and the Netherlands. When someone redeems a gift, we pick, pack and ship it from the nearest warehouse. You can see your stock, every order and its tracking in your portal at any time.

How does it connect to our CRM?

Through our Zapier app, which connects Merch.com to Salesforce, HubSpot and thousands of other tools without any code. A step in your CRM can create a gift link for a contact, place an order, or add a contact to a gifting campaign in Merch.com.

It works the other way too. When a gift link is opened or redeemed, or an order ships or is delivered, Zapier can update the contact in your CRM or post a message to your team, so everyone sees where each gift stands.

If your team prefers to build it directly, the same actions are available through our REST API.

Can influencer and PR sends run on their own?

Yes. A common setup: when a creator is added to a list or moved to a stage in your CRM, Zapier creates their gift link and emails it to them. They choose what they want and where it goes, we ship it, and the delivery shows up on their CRM record. Your team only steps in for the people you want to handle personally.

Can we see what happened with every gift?

Yes. For every link you can see whether it was opened, whether it was redeemed, what was chosen, and the shipping and delivery status of the order, in your portal and, if you connect it, in your CRM.

How do we get started?

We start with the merch itself: our design team puts together concepts in your brand, you choose what to make, and we produce it. While that is in production we set up your portal, your gift links and your CRM connection with you, so the first gift can go out the day the stock arrives. Book a time and we will walk your team through the platform live.

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Ready to get started?

Design, produce, and distribute branded merch with Merch.com.

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Custom design, production, campaigns, and global fulfillment. One partner, zero platform fees. Nothing off a catalog.

Create an account to browse, design, and request orders right away. A discovery call with your rep completes onboarding.