What is this feature?

Gifting is one of the most effective outbound strategies—but it’s often manual, delayed, and disconnected from real-time intent.

With Warmly + Sendoso, you can trigger gifts exactly when intent is highest, turning key moments into meaningful engagement.

When a prospect triggers a qualifying signal in your orchestration (e.g., visiting a pricing page or showing strong intent), Warmly will:

• Send an eGift via your selected Sendoso campaign

• Include your optional custom message

• Track delivery and log results automatically

Benefits:

• Move faster: Gifts are sent instantly when intent spikes—not hours or days later

• Increase replies: Personalized gifting stands out from generic outreach

• Track everything: Delivery status is logged alongside your orchestration metrics

You choose the campaign and messaging, Warmly handles the execution and tracking!

Before you start

Make sure you have:

1. An active Sendoso account with at least one live campaign

2. A Warmly plan that includes Sendoso

3. Admin or settings access in Warmly to connect integrations

Step-by-step setup

Step 1: Connect Sendoso to Warmly

1. Go to Settings → Integrations in Warmly

2. Find Sendoso under Sales Engagement and click Connect

3. Log in to Sendoso and approve access

4. You’ll be redirected back to Warmly—look for a Connected status

Step 2: Add a Sendoso step to your sequence

1. Go to Orchestration and open (or create) a sequence

2. Add a new step and select Sendoso

3. Configure the step:

   • Select a campaign (active campaigns will appear with pricing)

   • Add a custom message (optional)

4. Save and publish your sequence

Step 3: What happens when the step runs?

When a prospect reaches the Sendoso step:

1. Warmly confirms your Sendoso connection is active

2. Validates the prospect (valid email, not blocklisted)

3. Sends the eGift via your selected campaign

4. Logs the result, including a tracking URL, in orchestration metrics

Duplicate protection:
Warmly ensures a prospect won’t receive the same gift more than once from the same step.

Use cases

Here are a few ways to use Sendoso in your workflows:

Re-engage stalled deals
Trigger a gift when a key contact revisits your pricing page to restart a conversation.

Accelerate high-intent prospects
Send an eGift when someone repeatedly visits your demo or booking page without converting.

Post-demo follow-up
Automatically send a thank-you gift after a demo to leave a strong impression.