name: Sendoso Vocabulary
description: >-
  Domain vocabulary for the Sendoso corporate gifting and direct mail platform.
  Covers send lifecycle, gift types, recipient management, CRM integration,
  and budget management concepts.
version: "2.0"
created: '2026-05-02'
modified: '2026-05-02'

terms:
  - term: Send
    definition: >-
      A single instance of a gift, e-gift, swag item, direct mail piece, or
      charitable donation sent to a recipient. A send has a lifecycle from
      pending through processing, shipment, and delivery.
    synonyms:
      - Gift Send
      - Sending
    related:
      - Recipient
      - Inventory Item
      - Send Status

  - term: Send Status
    definition: >-
      The current lifecycle state of a send. Valid statuses: pending (initiated,
      awaiting processing), processing (being prepared), shipped (in transit),
      delivered (confirmed delivery), failed (could not be completed), cancelled
      (cancelled before processing).
    values:
      - pending
      - processing
      - shipped
      - delivered
      - failed
      - cancelled
    related:
      - Send

  - term: Recipient
    definition: >-
      A contact who receives a send. Recipients have profile information
      (name, email, title, company) and an optional physical address for
      delivering physical gifts and direct mail.
    related:
      - Send
      - Address

  - term: Inventory Item
    definition: >-
      A gift, product, or experience available to send through Sendoso.
      Items have types: physical (shipped products), egift (electronic gift
      cards delivered by email), swag (branded merchandise), direct_mail
      (postcards, books, catalogs), and charity (charitable donations).
    synonyms:
      - Gift
      - Product
    related:
      - Send

  - term: E-Gift
    definition: >-
      An electronic gift card or digital reward delivered by email. E-gifts
      include Starbucks, Amazon, DoorDash, and other digital gift cards.
      They are delivered instantly without a physical address.
    synonyms:
      - Electronic Gift
      - Digital Gift Card
    related:
      - Inventory Item

  - term: Direct Mail
    definition: >-
      Physical marketing materials sent through postal mail, such as personalized
      postcards, books, brochures, or catalogs. Sendoso automates direct mail
      sending with CRM data for personalization.
    related:
      - Inventory Item
      - Address

  - term: Swag
    definition: >-
      Branded merchandise and promotional products sent to prospects, customers,
      or employees. Includes branded apparel, tech accessories, drinkware, and
      other custom-printed items.
    synonyms:
      - Branded Merchandise
      - Branded Gifts
    related:
      - Inventory Item

  - term: Team Budget
    definition: >-
      The allocated spending limit for a Sendoso team within a billing period.
      Teams track budget remaining, spent amounts, and period dates. A send
      fails with 402 if the team has insufficient budget.
    related:
      - Team

  - term: CRM Integration
    definition: >-
      The association between a Sendoso send and a CRM record (Salesforce contact,
      lead, account, or opportunity; HubSpot contact). Sends can carry crm_id
      and crm_type for attribution reporting in connected CRM systems.
    related:
      - Send
      - crm_id
      - crm_type

  - term: Tracking Number
    definition: >-
      A carrier-assigned identifier for tracking a physical shipment. Populated
      once a physical gift has shipped. Null for e-gifts and before shipping.
    related:
      - Send

categories:
  - name: Core
    terms:
      - Send
      - Send Status
      - Recipient
      - Inventory Item
  - name: Gift Types
    terms:
      - E-Gift
      - Direct Mail
      - Swag
  - name: Business
    terms:
      - Team Budget
      - CRM Integration
  - name: Logistics
    terms:
      - Tracking Number