The Gifter Dashboard is your customers' self-service home base for everything related to the gifts they've sent through your storefront. From tracking deliveries to downloading recipient lists, gifters manage it all on their own — no emails back and forth, no manual follow-up required on your end.
This article walks through every feature so you can confidently support your gifters and set accurate expectations.
What Is the Gifter Dashboard?
The Gifter Dashboard is a branded, self-service portal where your customers can:
View all their gift orders in one consolidated place.
Track recipient acceptance and delivery statuses.
Download recipient and tracking data as a CSV.
Access invoices and receipts.
Share order visibility with teammates or accountants.
Read thank you notes left by gift recipients.
Resend or copy e-gift links for unaccepted gifts.
The dashboard consolidates both storefront (self-service) orders and concierge orders into a single view, giving corporate gifters a unified command center.
How Customers Can Access Their Dashboard
Accessing the dashboard
Customers can reach their dashboard in three ways:
Click the View order details button in their order confirmation email.
Navigate directly to your storefront URL (e.g.,
gifts.yourdomain.com) and click Sign In in the top navigation.Bookmark the dashboard URL for quick return visits — ideal for repeat corporate gifters.
Authentication
No password is needed. The login process uses a one-time passcode (OTP):
The customer enters the email address used when placing the order.
A one-time code is sent to that email.
They enter the code to access their dashboard immediately.
Note: The account associated with the gifter dashboard is separate from any Shopify customer account. There is no single sign-on between the two systems.
Account creation
An account is created automatically the first time a customer places an order — no upfront registration required. Saved payment methods (via Stripe) are stored on the account for future purchases.
What Customers See: Order Details, Tracking, and Status
Once logged in, customers see an Orders view listing all their gift orders. Selecting an order opens the order detail page, which includes:
Order summary: Shopify order number, gift message, and order date.
Recipient list: Each recipient's name, status (invited, accepted, shipped, delivered), and — once fulfilled — tracking URL, tracking company, and tracking number.
Order stats: At-a-glance counts for total recipients ordered, accepted (for e-gifts), shipped, and delivered.
Thank you notes: A count of notes received, with a button to view them.
Tracking URLs populate automatically via Shopify fulfillment webhooks — no manual entry required.
Note: The customer dashboard displays aggregate stats (e.g., total shipped, total delivered) rather than a running "X of Y shipped" progress bar. Full per-recipient status is visible in the recipient table.
What customers can and cannot edit
After an order is submitted, customers can view all order details but cannot edit them through the dashboard. Gift message editing and recipient reassignment are not available to gifters from the self-service dashboard.
Managing E-Gift Links (Sharing, Resending, Changing Recipients)
For e-gift orders, gifters have two tools to help recipients who haven't yet opened their gift:
Mail icon (Resend): Opens the customer's email client with a pre-filled message containing the gift link — making it easy to resend with one click.
Copy link: Copies the gift link directly to the clipboard so the gifter can share it via text, Slack, or any other channel.
Note: These actions open the gifter's own email client (via mailto:). The system does not send the resend email on the gifter's behalf.
Invoices, Receipts, and Billing Information
The gifter dashboard provides full billing documentation:
Order-level invoice: Shows the full order with subtotal, shipping, and taxes at the Parent Order level.
Per-recipient receipts: For multishiporders, itemized details are available per recipient (Child Order level).
Print/download: Customers can view, download, and print invoices and receipts directly from the portal.
Note: The cardholder name does not appear on receipts. For large orders, customers receive a single consolidated invoice rather than one per recipient.
Thank You Notes from Recipients
After a recipient accepts and confirms their gift, they have the option to write a thank you message to the gifter.
The gifter is notified by email when a thank you note is submitted.
All thank you notes are viewable in the Thank You Notes section of the order detail page.
Note: There is no storefront-level setting to disable thank you notes. Recipients on any order — including those placed by executive assistants on behalf of a gift sender — can always submit a thank you note.
Downloading Tracking Data and Recipient Lists
Gifters can download a CSV file containing all recipient and tracking information directly from the order detail page:
Open the order in the dashboard.
Click Download CSV in the recipients section.
The file includes recipient names, delivery statuses, and tracking details.
This CSV can be used for mail merges, reuse as a starting template for a future order, or for internal reporting.
Tip: For repeat corporate gifters, downloading last year's recipient spreadsheet and updating it is often faster than entering addresses from scratch — especially until an address book feature is available.
Sharing Order Access with Team Members
Gifters can give other people (e.g., an accountant, office manager, or teammate) visibility into a specific order:
Open the order in the dashboard.
Click the Share button (visible to the order owner).
Enter the email address of the person to invite.
They receive an email and can log in to view the same order details.
Note: The Share button is only available to the original order owner. Each gifter sees only their own orders; brand staff and other team members cannot access individual gifter dashboards without being explicitly invited.
Address Book and Saved Addresses
Zest does not currently include an address book feature. Each new order requires recipient addresses to be entered manually or uploaded via CSV.
In the meantime, customers can:
Download previous recipient CSVs from their dashboard and reuse them as a starting template.
Export historical recipient data from Shopify or their ERP to create a starting file for repeat orders.
Concierge Orders in the Dashboard
Concierge orders appear under a separate Concierge tab in the gifter's navigation — but only after the following steps are completed:
The brand enables the collaborator access setting for that Concierge project on their end.
The customer signs in via the link provided to them.
Once access is granted, the project appears under All Gifts in their account.
Important: Until collaborator access is enabled by the brand, the customer's dashboard will appear empty for Concierge orders.
Troubleshooting Login and Access Issues
"Place your first order" appears instead of order history
This typically means the customer is logged in with a different email than the one used to place the order.
Steps to resolve:
Confirm the customer is using the email address that received the order confirmation.
Ask them to sign out and sign back in with the correct email.
If they cannot access the original email, use the Share feature (see Section 8) to grant access to an alternate email.
Customer cannot receive the OTP email
Ask them to check their spam or junk folder.
Confirm the email address is spelled correctly.
If the issue persists, escalate to your support team or engineering.
Concierge order not visible in dashboard
Verify that collaborator access has been enabled for the relevant project.