For customer thank-you gifts, the requesting company often pays while its customers receive the products. A contact email on an inquiry does not make that contact the recipient of every gift.
From request to list
Enable the optional request form in Gift requests and copy its link. Ask for quantities, product requirements and an optional budget/date. Keep recipient addresses and payment details out of that public form.
Review the request and select Prepare campaign. Import the agreed recipient list from the linked screen. Product descriptions in a request are context; select actual catalog products before creating orders.
Download the blank recipient CSV, or generate a customer-gift template with your selected products inside the app. Preserve recipient IDs when correcting the file.
Check the estimate
Review product costs and the shipping policy. In Internal campaign proposal, enter a budget amount, currency and expiry. A different currency must be resolved explicitly; the app does not assume an exchange rate.
New proposal versions keep a history and supersede earlier versions. Internal review is separate from approving orders. Estimates precede taxes, do not reserve inventory and do not accept buyer payments.
Confirm and reconcile
Start with draft orders and inspect the results in Shopify. Confirm that the company buyer and each recipient's address are correct, then continue your normal payment and fulfillment workflow. Shopify fulfillment status alone does not prove delivery.
After interruptions, reopen the existing campaign and inspect each result before uploading another copy. Reports identify recipients and the corresponding results.