This article explains what happens to funds when sending items out.
When sending an Item via direct send or Campaign, your funds will be deducted to cover the cost of the item sent. This impacts both your Budget and the Balance of the Funds Management Account. From there, a few different things can happen:
Direct Send
If the gift is sent without a Personalized Email and there are no errors then the funds stay deducted from your Funds and your Budget.
Personalized Email Sent
- Contact accepts your gift - The funds stay deducted from your Balance and your Budget.
- Email Expires - If the email expires, the Funds and Budget are returned
- Gift is Cancelled - If the gift is canceled, the Funds and Budget are returned
Personalized Email Hits a Processing Error
With direct sends AND Campaigns, if you see a Processing Error due to Insufficient Balance or Insufficient Funds, don't panic! The contact did not get an email, so you'll be able to adjust your Budget or add Funds and then retry the order (for a direct send) or resend the failed orders (for a campaign).
MagicLinks
MagicLinks are an exception as they do not hold funds when you create the link. Funds are pulled from your Fund Management Billing Account ONLY when the contact accepts the gift.