Help Center · Send your first box

Your first send, in six steps.

One wizard takes a send from "who" to "confirmed" — contact, box, video, landing pages, message. Here's the walk-through, and what Boxli does the moment you hit confirm.

The Send a Box wizard

Click + New Send — it's in the top right of the Dashboard and the Sends page. The wizard walks six steps; you can move back and forth freely until you confirm.

1
Contact
Pick who the box goes to. Search your existing contacts or add a new one inline — name, company, and shipping address are all you need.
2
Box
Choose the box tier for this send. Your available inventory is shown; ordering more boxes is one click from the sidebar.
3
Video
Attach the video the brochure will play — pick from your library or a personalized variant for this recipient.
4
Landing pages
Set where the QR and NFC destinations point. Use a page with the Insight Tag installed and time-on-page joins your analytics automatically.
5
Message
Write the personal note that ships inside the box. Short and human beats clever — it’s the first thing they read.
6
Confirm
Review everything on one screen and confirm. The send enters the fulfillment queue and a credit is applied.

What happens after you confirm

Every send gets its own page tracking the journey end to end: fulfillment milestones first, then the engagement story once the box lands.

Alerts from the very first send
If Slack is connected, the delivery alert and every engagement alert fire automatically using your workspace defaults — nothing extra to configure per send.
Next step

Know exactly where every box is.

Statuses, tracking numbers, and what each milestone means — the delivery tracking guide.

Delivery tracking