> ## Documentation Index
> Fetch the complete documentation index at: https://help-empuls.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manual gifts

> Send one-off gifts immediately to individuals or groups in Empuls for birthdays, festivals, onboarding, and any occasion.

Gifts in Empuls are occasion-based rewards that can be sent manually, scheduled for a future date, or triggered automatically when a life event occurs. Unlike awards (which are tied to performance or behaviour), gifts are typically celebration-oriented. They cover birthdays, work anniversaries, festivals, onboarding kits, farewells, and any other occasion your organisation wants to mark. Each gift can include reward points, physical merchandise, gift cards, a personalised message, or simply a heartfelt digital greeting.

<Info>
  Birthday and work anniversary greetings are automatically generated as soon as an employee's date of birth (DOB) or date of joining (DOJ) is added to their Empuls profile or synced from your HRMS. You do not need to create a separate gift for each employee.
</Info>

## Video walkthrough

<iframe src="https://app.trupeer.ai/embed/boJHyYCKd" width="100%" height="450" frameborder="0" allowfullscreen style={{borderRadius: '12px', border: 'none', display: 'block'}} />

## Gift delivery modes

When you create a gift, you choose how it is delivered:

* **Automate:** Set up once, and Empuls delivers the gift automatically every time the trigger event occurs (e.g., every birthday, every work anniversary).
* **Schedule:** Pick a specific date and time to send the gift. Useful for festival greetings or one-off company events.
* **Send manually:** Deliver the gift immediately to a list of recipients you specify.

## Create a gift

<Steps>
  <Step title="Navigate to Manage Gifts">
    Go to **Admin Dashboard > Gifts > Manage Gifts** and click **Create Gift**.

    <Frame>
      <Frame>
        <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/gift1.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=8fb61bc999efff1590a7b5de0299e3e6" alt="Manage Gifts dashboard with Create Gift button" width="2862" height="1440" data-path="images/gift1.png" />
      </Frame>
    </Frame>
  </Step>

  <Step title="Select the delivery mode">
    Choose **Automate**, **Schedule It**, or **Send Manually**, then click **Create**.

    <Frame>
      <Frame>
        <img src="https://mintcdn.com/empuls/2FtV90K-SW8H7PuI/images/Screenshot-2025-10-08-at-3.22.05-PM.png?fit=max&auto=format&n=2FtV90K-SW8H7PuI&q=85&s=fd4527025c442f506d736894a915b5b8" alt="Gift delivery mode selection with Automate, Schedule, and Send Manually" width="1230" height="1084" data-path="images/Screenshot-2025-10-08-at-3.22.05-PM.png" />
      </Frame>
    </Frame>
  </Step>

  <Step title="Select or create an event template">
    Choose from existing event templates (Birthday, Work Anniversary, New Joiner / Onboarding, Festival, Farewell, and more). For new or custom occasions, select **Create New Event**. Empuls pre-populates editable email content for known templates using AI.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/empuls/KcUrkkh3m1I8rZU_/images/gift2-3.png?fit=max&auto=format&n=KcUrkkh3m1I8rZU_&q=85&s=76b319647bf04b6183839078cf507a72" alt="Event template selection screen for birthday, anniversary, and festivals" lightAlt="Event template selection screen for birthday, anniversary, and festivals" darkAlt="Event template selection screen for birthday, anniversary, and festivals" className="dark:hidden" width="2542" height="1367" data-path="images/gift2-3.png" />

  <img src="https://mintcdn.com/empuls/iHWcXX4tOrECrE_5/images/gift2-2.png?fit=max&auto=format&n=iHWcXX4tOrECrE_5&q=85&s=38d319aeacc1708a03291f1e7a7e0650" alt="Event template selection screen for birthday, anniversary, and festivals" lightAlt="Event template selection screen for birthday, anniversary, and festivals" darkAlt="Event template selection screen for birthday, anniversary, and festivals" className="hidden dark:block" width="2542" height="1367" data-path="images/gift2-2.png" />
</Frame>

<Steps>
  <Step title="Enter gift details">
    Provide a **Greeting Name** and **Description** to identify this gift in your admin panel. If the gift is automated, also choose any stakeholders (such as the recipient's manager) who should receive a notification when it is sent.
  </Step>

  <Step title="Configure the reward value">
    Choose one of three reward options:

    * **Reward points:** Enter the number of points to credit to the recipient's account. These points are deducted from the gift owner's allocated budget.
    * **Products from the store:** Select a merchandise or gift-card collection (see [Set up product-based gifts](#set-up-product-based-gifts) below).
    * **Non-monetary:** Send a personalised greeting, festival card, or digital appreciation without any monetary value. You can optionally add a **call-to-action (CTA)** button that links to a destination of your choice.
          <Frame>
            <Frame>
              <Frame>
                <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/gift_type.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=5d25f2ea1ae7a0ed48dde1e98427e379" alt="Reward type options: reward points, products from store, non-monetary" width="1852" height="911" data-path="images/gift_type.png" />
              </Frame>
            </Frame>
          </Frame>
  </Step>

  <Step title="Compose the message">
    Write the greeting message title and body. You can use personalisation placeholders such as `{{First Name}}` to address each recipient by name. For work anniversary gifts, use `{{completed_year}}` to insert the number of years served.

    <Frame>
      <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/Screenshot-2026-05-27-120916.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=530af84bddc0b3bcac67b5aa98fe229d" alt="Message composer with title, body, and personalisation placeholders" width="1850" height="908" data-path="images/Screenshot-2026-05-27-120916.png" />
    </Frame>
  </Step>

  <Step title="Select recipients">
    Add recipients by entering email addresses manually, pasting a list, or uploading a CSV. You can also use audience filters (department, designation, location, and custom fields) to target specific groups. For automated gifts, Empuls uses the trigger event (birthday, anniversary) to determine recipients automatically.

    <Frame>
      <Frame>
        <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/Screenshot-2026-05-27-120845.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=0eee666730b0f3caf62e43f06ddaada1" alt="Recipient selection with email, CSV upload, and audience filters" width="1852" height="912" data-path="images/Screenshot-2026-05-27-120845.png" />
      </Frame>
    </Frame>
  </Step>

  <Step title="Finish setup">
    Review the gift summary, then click **Finish Setup** (manual/scheduled) or **Confirm and Create** (automated). The gift appears in the **Manage Gifts** panel under the relevant tab: Manual, Scheduled, or Automated.

    <Frame>
      <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/Screenshot-2026-05-27-121525.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=e2360259d3841708df39b9ce60e0de22" alt="Gift summary screen with Finish Setup and Confirm and Create buttons" width="1846" height="917" data-path="images/Screenshot-2026-05-27-121525.png" />
    </Frame>
  </Step>
</Steps>

## Monetary vs. non-monetary gifts

| Type             | Examples                                                                                                                                              |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Monetary**     | Reward points, gift cards, vouchers, digital codes, catalog products, reimbursable allowances                                                         |
| **Non-monetary** | Personalised greetings, festival cards, value cards (marriage, baby, graduation), email appreciation notes, branded celebration graphics, wish boards |

Non-monetary gifts are ideal when you want to celebrate an occasion without any budget spend, or when tax or compliance regulations restrict monetary gifting in certain markets.

## Send gifts manually

For one-off occasions where you want to deliver a pre-created gift immediately:

<Steps>
  <Step title="Go to Manual Gifts">
    Navigate to **Gifts > Manage Gifts > Manual Gifts**.

    <Frame>
      <img src="https://mintcdn.com/empuls/nX8B9uiX7WhvTklV/images/manual1.png?fit=max&auto=format&n=nX8B9uiX7WhvTklV&q=85&s=3a7d61297388388df3f092183c5130f5" alt="Manual Gifts tab under Manage Gifts" width="2826" height="1430" data-path="images/manual1.png" />
    </Frame>
  </Step>

  <Step title="Select the event">
    Find the gift you want to send and click **Send Gift**.

    <Frame>
      <img src="https://mintcdn.com/empuls/nX8B9uiX7WhvTklV/images/manual2.png?fit=max&auto=format&n=nX8B9uiX7WhvTklV&q=85&s=2bf77d05e6271d1af755779d80b3a6fa" alt="Manual gift event card with Send Gift action" width="2826" height="1430" data-path="images/manual2.png" />
    </Frame>
  </Step>

  <Step title="Add recipients">
    Enter email addresses manually, paste a list, or upload a CSV. Use audience filters (default metadata fields, custom fields, or relationship fields) to target by department, designation, or other criteria.

    <Frame>
      <img src="https://mintcdn.com/empuls/nX8B9uiX7WhvTklV/images/receipient1.png?fit=max&auto=format&n=nX8B9uiX7WhvTklV&q=85&s=8987fb59bfccb57fe5617f587cb28cba" alt="Recipient entry with email and CSV upload options" width="1279" height="582" data-path="images/receipient1.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/empuls/nX8B9uiX7WhvTklV/images/receipient2.png?fit=max&auto=format&n=nX8B9uiX7WhvTklV&q=85&s=021d317a2f8f1010cb43c8cd3240e24a" alt="Audience filters targeting recipients by department or designation" width="2388" height="878" data-path="images/receipient2.png" />
    </Frame>
  </Step>

  <Step>
    Review the gift summary. Click **Send Gift** to deliver immediately.

    <Frame>
      <img src="https://mintcdn.com/empuls/nX8B9uiX7WhvTklV/images/manual_lst.png?fit=max&auto=format&n=nX8B9uiX7WhvTklV&q=85&s=6c075a751b7893d6b4ddad9282dc95d2" alt="Final manual gift summary with Send Gift confirmation button" width="1220" height="599" data-path="images/manual_lst.png" />
    </Frame>
  </Step>
</Steps>

## Edit a gift

The edit steps differ based on the delivery mode:

* **Manual gift:** Navigate to **Gifts > Manage Gifts > Manual Gifts**, find the gift, and click **Edit**.
  <Frame>
    <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/edit1.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=07122125dbed6b87d4f7744bc916b45b" alt="Edit action on a manual gift in the Manage Gifts list" width="2826" height="1430" data-path="images/edit1.png" />
  </Frame>
* **Scheduled gift:** Navigate to **Gifts > Manage Gifts > Scheduled Gifts**, find the gift, and click **Edit**.
  <Frame>
    <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/edit2-1.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=f7fd3cc30bf98b82f1b656b506875f0d" alt="Edit action on a scheduled gift card" width="2826" height="1430" data-path="images/edit2-1.png" />
  </Frame>
  **Automated gift:** Navigate to **Gifts > Manage Gifts > Automated Gifts**, find the gift, and click **Edit**.
  <Frame>
    <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/edit.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=30b46697c19f9662631e151b59169d3d" alt="Edit action on an automated gift card" width="2826" height="1430" data-path="images/edit.png" />
  </Frame>

Make your changes and save. Changes to automated gifts take effect from the next scheduled trigger — they do not affect gifts already sent.

## Clone a gift

To reuse a manual gift configuration for a new occasion:

Navigate to **Gifts > Manage Gifts**, hover over the gift, and click **Make a Copy**. A duplicate is created with the same configuration. Update the name, dates, recipients, and visibility settings, then save.

<Frame>
  <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/clone.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=c4234c8549460463f99a97737ac29c5c" alt="Make a Copy option for cloning a manual gift configuration" width="2394" height="1346" data-path="images/clone.png" />
</Frame>

<Note>
  Cloning is available for manual gifts only.
</Note>

## Disable a gift

To stop a scheduled or automated gift from sending further:

Navigate to the relevant tab (**Scheduled Gifts** or **Automated Gifts**), click the three-dot icon on the gift card, and select **Disable**. The gift remains in the list but will not trigger until re-enabled.

<Frame>
  <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/disable.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=e4c3f5b42ef4d4bcced4e714bf4e44d5" alt="Disable option in the three-dot menu on a gift card" width="2350" height="1344" data-path="images/disable.png" />
</Frame>

## View gift reports

To see the history of a sent or automated gift:

Navigate to **Gifts > Manage Gifts > Scheduled Gifts** or **Automated Gifts**, click the three-dot icon, and select **View Report**. The report shows automation details and the full history of individual sends.

<Frame>
  <img src="https://mintcdn.com/empuls/_64PzH77Q1CYgFB7/images/automated.png?fit=max&auto=format&n=_64PzH77Q1CYgFB7&q=85&s=bec64f946e752bd7d08d43a1116cb87a" alt="View Report option showing automation details and send history" width="2320" height="1384" data-path="images/automated.png" />
</Frame>

## Related

<CardGroup cols={2}>
  <Card title="Milestones and service awards" icon="cake-candles" href="/admin/gifts/milestones-service-awards">
    Set up automated work anniversary and birthday recognition programs.
  </Card>

  <Card title="Set up awards and core values" icon="award" href="/admin/programs/awards-core-values">
    Create performance-based awards with merchandise or point rewards.
  </Card>
</CardGroup>
