Step 1 of 8

Company Branding

Upload your logo and brand assets to create a fully branded gifting experience. These elements will be used throughout your portal and communications.

Primary Logo

WILSON LEWIS

ACCOUNTING • TAX • ADVISORY

Change Logo

Recommended: PNG or SVG, transparent background

Alternate Logo (Optional)

Upload Logo

Recommended: PNG or SVG, transparent background

Favicon (Optional)

Upload Favicon

Recommended: PNG, 512x512px

Brand Guidelines (Optional)

brand-guidelines.pdf

2.4 MB

Change File

Recommended: PDF up to 10MB

Brand Colors

Primary Color

Secondary Color

Accent Color

Fonts (Optional)

Heading Font

Playfair DisplayCormorant GaramondLoraMontserratInter

Body Font

InterMontserratLoraPlayfair Display

Step 2 of 8

Choose Your Portal Style

Select a design style that best reflects your brand and the experience you want to create. You can customize it further in the next steps.

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Not sure which style to choose? You can preview each style and see how your brand looks before making a decision.

Step 3 of 8

Choose Your Program Type

Select how your portal will be used so we can configure the right experience for you.

Employee Store

Employees can browse all products, view pricing, and purchase gifts.

Best for: Internal gifting, client gifts, anytime ordering

Invitation-Only Gifting

Recipients receive an invitation to choose one gift based on their assigned level.

Best for: Holiday gifts, recognition, tiered gifting

Hybrid Program

Offer both an employee store and invitation-only gifting campaigns.

Best for: Year-round gifting with special campaigns

WILSON LEWIS

SHOP ALLCOLLECTIONS ▾INTERESTS ▾OCCASIONS ▾NEW ARRIVALSSALE

Thoughtfully chosen.
Perfectly delivered.

Premium gifts for every occasion.

Shop Collections

Shop by Interest

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All Gifts (238)Sort By: Best Selling

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★★★★★({{ p.rev }})

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Step 4 of 8

Select Gift Collections

Choose the collections you want to include in your portal. You can customize, add or remove collections anytime.

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Create Custom Collection

Build a collection of hand-picked items.

Step 5 of 8

Define Gift Levels

Create the gift tiers that will be available in your invitation-only program. Each level can have a custom name, description, and spending range.

Gift Levels

Add, edit, reorder, or remove gift levels to match your program.

Add Level

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Spend Range (USD)

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Description (Optional)

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How gift levels work

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Step 6 of 8

Upload Recipients

Upload your recipient list to send invitations. You can assign each recipient to a gift level and include optional personal details.

Upload Recipients

Choose how you'd like to add your recipients.

Upload CSV File

Upload a CSV file with your recipient list.

Upload Excel File

Upload an Excel file (.xlsx) with your data.

Add Manually

Add recipients one at a time.

Recipients_2024_Holiday.csv

3,248 recipients

File uploaded successfully

All columns recognized

Column Mapping

Review and confirm how your data columns are mapped.

Required FieldYour Column HeaderPreview

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Download Template

Step 7 of 8

Design Your Invitation Email

Customize the email your recipients will receive. This is your invitation to choose their gift.

Email Content Style & Colors Settings

Email Elements

Drag and drop to customize your email.

Text

Image

Button

Divider

Social

Video

Content Blocks

Header

Text + Image

Image + Text

Three Columns

Two Columns

Footer

Merge Tags

Personalize your email with merge tags.

Subject Line

Insert Merge Tag Full Preview

WILSON LEWIS

Hi {​{First Name}​},

A Special Gift,
Selected Just For You.

To thank you for your partnership, we invite you to choose a gift from our {​{Gift Level}​} collection — our treat, delivered wherever you like.

Choose Your Gift

Please make your selection by June 16, 2025.

1

Choose your gift

Browse your curated collection and pick a favorite.

2

Tell us where to ship

Enter your preferred delivery address.

3

Enjoy

Your gift arrives beautifully packaged.

Thank you for being a valued part of Wilson Lewis.
We appreciate you.

{{ emailFrom }}

View in Browser

Header Background

Black Cream Brand Color

Button Color

Olive Brand Black

Heading Font

Playfair DisplayCormorant GaramondLoraMontserratInter

Style changes apply instantly to the email preview on the right. Your brand colors come from Step 1.

Sender Name

Reply-To Email

Send Date

Reminder Emails

Remind recipients who haven't chosen a gift after 7 days

Invitations will be sent to all 3,248 recipients from Step 6 on your send date. Each email is personalized with the recipient's name and gift level.

Review & Launch

Review your program details, preview your portal, and launch your gift experience.

Preview PortalLaunch Program

Overview Program Summary Test Your Portal Launch

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Projected PerformanceLast 30 Days

Projected results based on programs similar to yours — live analytics replace these after launch.

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Top Gift SelectionsView All

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Recent ActivityView All

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Program Checklist

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🎉You're almost ready to launch!

Everything looks great. When you launch, your recipients will receive their invitations and can start selecting their gifts.

What happens next?

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Launch Program

You can make changes anytime, even after launch.

BrandingEdit

Headings: {{ headingFont }}  ·  Body: {{ bodyFont }}

PortalEdit

Style: {{ summaryStyle }}
Program type: {{ summaryProgram }}

Collections ({{ selCount }})Edit

{{ summaryCollections }}

Gift Levels ({{ tiersCount }})Edit

{{ summaryTiers }}

RecipientsEdit

3,248 recipients from Recipients_2024_Holiday.csv
All columns mapped · 3,248 invitations to send

Invitation EmailEdit

Subject: A Special Gift, Just For You
From: {{ emailFrom }}  ·  Sends: {{ sendDate }}

Send a Test Invitation

Send yourself the invitation email exactly as recipients will receive it, with sample merge data.

Send Test

Test email sent to john.doe@wilsonlewis.com

Test Your Portal

Walk through the gift selection flow as a recipient would see it. Test mode — no real orders are placed.

Open Test PortalMobile View

Ready to launch your program?

On launch, {{ launchSummary }} will go live. Invitations are personalized with each recipient's name and gift level.

Launch Date

Reminders

Remind after 7 days

Launch Program

You can make changes anytime, even after launch.