Touches
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      Adding or changing the name of a sender.

      Changing the name the from name.

      To ensure the gifts are coming from exactly who you choose, you can edit the names within our serivces and on indiviudal gifts in your account prior to those gifts being processed.

      To add or change from name for a Transaction Package:
      1. Click "TRANSACTIONS" in the left sidebar.
      2. Select the transaction you wish to adjust.
      3. Next to Package Display Names, click "CHANGE".
      4. Adjust the names accordingly in the ""REFER TO SENDER AS" box.
      5. Click "SAVE".

      To add or change from name for a Retention Plan:
      1. Click "MY PLANS" in the left sidebar.
      2. Select the the Retention Plan you wish to adjust.
      3. Next to "FROM NAME", click the pencil icon to edit the field.
      4. Adjust the names accordingly in the "FROM NAME" box.
      5. Click "SAVE".

      Note: If the From Name it's left blank, your account will automatically default to your Master Signatures.

      Pro tip!
      We recommend using first, last name and company name/phone number only. A long signature can affect the formatting.