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How To Configure the Gift Recipient Experience and Branding

Updated over 3 weeks ago

Zest gives your brand full control over the gift recipient experience — from the first email your recipient opens to the branded landing page where they select their gift and share their shipping address. Everything is managed through your Zest dashboard and your Shopify settings.

Overview: What Recipients See When They Receive a Gift

When someone is sent a gift through Zest, here is the experience they receive:

  1. Branded email: The recipient receives a notification email containing a personalized link to their gift.

  2. Unboxing moment: When they click through, they land on a branded landing page featuring your logo, colors, and the sender's personalized message. If a digital greeting card is included, it is displayed here.

  3. Gift selection: If the gift includes multiple product options, recipients choose their preferred item. Out-of-stock items are handled gracefully in real-time.

  4. Shipping details: Recipients enter their shipping address and (if configured) select a preferred ship date.

  5. Engagement options: After accepting the gift, recipients have the option to:

    • Opt into your brand's email marketing list.

    • Send a thank-you note back to the gifter.

    • Browse your store via a Shop link.

  6. Confirmation: Recipients see a confirmation page with their order details.

Note: The overall page structure and step-by-step flow is fixed. Branding elements — logo, colors, digital card design, and messaging — are fully customizable.

How To Configure Your Brand Logo and Colors

Your brand logo and colors on the recipient experience page are managed directly within the Zest dashboard — not in the Shopify theme editor.

Setting your organization-wide branding

  1. Log in to your Zest Partners dashboard.

  2. Navigate to Settings > Branding.

  3. Under the Theme section, you can configure:

    • Logo: Upload your brand logo.

    • Colors: Set your primary color, secondary color, page background color, and button color.

    • Border radius: Adjust container and button rounding to match your design language.

  4. A live preview shows how your branding will appear.

  5. Click Save when finished.

Setting branding for a specific Zest Storefront

Storefronts support their own branding layer that overrides your organization-wide settings. To configure storefront branding:

  1. Navigate to Storefronts and select the storefront you want to configure.

  2. Go to the Branding tab.

  3. You can configure:

    • Banner: Choose a default image, upload a custom banner image, or use a text banner with subtext.

    • Client logo: Upload a logo specific to this Storefront (useful when gifting on behalf of a corporate client).

    • Custom colors: Enable custom branding to set a background color and foreground color specific to this Storefront.

    • Digital greeting cards: Select which card designs are available for this Storefront.

  4. Click Save when finished.

If you update your branding and do not immediately see the change on the recipient page, wait a moment and refresh. Logo uploads may take a minute to process after saving.

Important: There are multiple places to add logos and colors in Shopify (theme settings, checkout settings, and brand/brand assets settings). Zest branding for the recipient page is configured within Zest, not in Shopify's theme or brand settings. If you update your logo or colors in Shopify and do not see changes on the gift recipient page, verify that you have updated your settings in the Zest dashboard as described above.

Recipient Engagement Features: Marketing Opt-In and Thank-You Notes

Email marketing opt-in

The recipient experience includes an optional checkbox that invites recipients to join your brand's email marketing list. This turns every gift into a potential new customer acquisition touchpoint.

  • The opt-in checkbox is enabled by default. You can disable it at the organization level or override it per Storefront in Storefront Settings.

  • You can customize the opt-in label text and the default checked/unchecked state in your seller settings.

  • Opt-in data flows back to your connected email platform (e.g., Klaviyo).

Thank-you notes

After accepting a gift, recipients have the option to write a short thank-you note (up to 400 characters) back to the gifter. This creates a meaningful moment for both parties and an additional branded touchpoint.

  • The gifter is notified about the thank-you note as part of the gift acceptance summary email.

  • If your account is connected to Klaviyo, thank-you note data is also passed as a Klaviyo event, which you can use to trigger flows or segment your audience.

  • Thank-you notes are not attached to Shopify orders. They appear in the Zest dashboard and in your connected marketing platform.

Note: There is no dedicated standalone email triggered solely by a thank-you note submission. The note surfaces to the gifter via the gift acceptance summary communication.

Where To View Recipient Thank-You Messages

Thank-you notes from recipients are accessible in two places:

  1. Zest dashboard: In your order view, look for the Thank You Notes column or section. You can view all notes for a specific gift order directly from the dashboard.

  2. Your marketing platform (e.g., Klaviyo): If Klaviyo is connected, thank-you note data is passed as an event with associated properties, allowing you to build flows or reports around it.

Heads up! Thank-you notes do not appear in Shopify's order admin. If you or your team are looking for them there, check the Zest Partners dashboard or your Klaviyo account instead.

Driving Additional Purchases Through the Recipient Experience

The gift recipient experience is designed to convert recipients into customers:

  • Shop link: After accepting their gift, recipients see a link to your Shopify storefront, inviting them to explore and shop your products.

  • Email marketing opt-in: As described above, recipients can join your email list directly from the gifting experience, generating free marketing leads without any additional effort from your team.

  • All opt-in data and recipient information flows back to your connected marketing platform, creating a new customer acquisition channel through gifting.

Troubleshooting: Branding Not Appearing Correctly

My logo or colors are not showing on the gift recipient page.

The most common cause is updating branding in the wrong location. Zest reads branding from your Zest dashboard settings, not from Shopify's theme editor or Shopify's Brand settings. To fix this:

  1. Go to your Zest dashboard > Settings > Branding.

  2. Confirm your logo and colors are saved there.

  3. If you are configuring a storefront, check the Branding tab within that specific storefront.

  4. After saving, wait a moment and refresh the recipient preview.

My storefront-level branding is not overriding my organization branding.

Ensure that custom branding is enabled on the storefront's Branding tab. Storefront branding overrides only apply when the custom branding option is turned on.

I updated branding but the recipient preview still looks outdated.

Logo uploads may take a short time to process. Wait approximately one minute after saving, then refresh the preview page in your Zest dashboard.

Frequently Asked Questions

Can I add co-branding (e.g., show both the corporate client's logo and my brand logo)?

Co-branding — displaying two logos side by side on the recipient page — is not available as a self-serve feature. This requires a custom design project with the Zest team. Storefronts do support a separate client logo field, but the overall layout is a standard template. Reach out to your Zest contact to discuss custom design options.

Can I customize the layout or structure of the recipient landing page?

The overall page layout and step-by-step flow are not customizable. You can customize branding elements (logo, colors, banner, digital card designs) and certain text/messaging. If you need significant structural changes, contact the Zest team about a custom project.

Can I control whether recipients see the price of their gift?

Prices are not displayed to recipients on the gift acceptance page by default. If you have questions about price visibility configuration for your specific setup, discuss this with your Zest onboarding contact.

What does the "see the gift" or "open" button do?

When recipients open their gift, they experience an unboxing moment that reveals the digital greeting card and the sender's message. The behavior may vary depending on how the gifter configured the gift (e.g., whether a digital card or message is included).

Can recipients choose when their physical gift ships?

If your configuration supports it, recipients can select a preferred ship/delivery date during the shipping step.

Are thank-you notes visible in Shopify?

No. Thank-you notes are stored in Zest and passed to connected marketing platforms (e.g., Klaviyo). They do not appear in Shopify order admin.

Can I preview the recipient experience before going live?

Yes. You can preview the recipient experience directly from the Zest dashboard. This allows you to see exactly how the branded experience will look before any gifts are sent.

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