Step 1: Send the Onboarding Gift
Use Snappy to send the onboarding gift to the client.
Step 2: Schedule the Gift Delivery
In the RTC Client Onboarding section, go to Send More, set up the gift, and schedule it for delivery.
Step 3: Set Rolling Expiration
Set the rolling expiration for 30 days and personalize the gift as needed.
Step 4: Personalize and Send the Gift
Set the personalized details of the gift. Add the recipient and send the gift.
