Team Wallets let users on the same team pay for gifts using shared credit. Once a Team Wallet is created, topped up, and configured with spend limits, team members can select that wallet when sending gifts.
Send a gift from a manual campaign
Click Send Gift in Reachdesk.
Select a manual campaign.
Continue through the flow until you reach the Payment Method step.
Review the list of available wallets. If the sender has access to multiple wallets, Reachdesk shows all available options.
Select the Team Wallet you want to use. Reachdesk will display the available balance.
Click Review.
Confirm the selected Team Wallet appears as the payment source.
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Click Send to complete the gift.
Send a gift from a Manual Campaign
Use this method when sending a gift manually from the Reachdesk platform.
Steps
Click Send Gift in the Reachdesk platform.
Select a manual campaign.
Proceed through the send flow until you reach the Wallet step.
If you have access to multiple wallets, you will see them listed.
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Select the Team Wallet you want to use.
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The wallet will display the available balance you can use
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Click Review.
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Confirm that the Team Wallet appears as the payment source.
Click Send to complete the gift send.
Reachdesk will send the gift to the recipient using the selected Team Wallet as the payment source.
Send a gift from an Automated Campaign
In Automated Campaigns, the wallet used depends on the Connector User assigned to the campaign.
Open the Automated Campaign.
Go to the Overview section.
Set or confirm the Sending User and Sending Team field.
In the Wallet field, select a Team Wallet that the Connector User has permission to access.
When the campaign triggers, Reachdesk will send the gift automatically using the selected Team Wallet as the payment source.
Failure scenarios
Insufficient Balance: The send moves to Pending status. It cannot be approved or processed until the Team Wallet is topped up.
Loss of Access: If the Connector User is removed from the team, Reachdesk removes the wallet from the campaign settings. Any new sends triggered will move to Pending status until a valid wallet is assigned.
Send a gift through Zapier
During the Setup Action step in Zapier, you must configure the currency and wallet type to ensure successful payment.
Zapier fields
Payment Currency: Select the currency (e.g., USD, GBP) of the wallet.
Payment Wallet Type: Choose Team.
Auto-creation behavior
If Reachdesk cannot find a wallet that matches the selected type and currency:
Reachdesk automatically creates a new wallet for that team and currency.
The send status is set to Pending until an Admin adds funds to the new wallet.
Note: The Payment Wallet Type field is only available in the latest version of the Reachdesk Zapier app. If you don't see it, please update your Zap.
Frequently Asked Questions
Can I send a gift without a campaign?
No. Every send in Reachdesk requires a campaign (either Manual or Automated) to govern the gift settings, branding, and budget.
Why is my gift send stuck in "Pending" status?
Sends usually enter a Pending state for one of the following reasons:
Insufficient Funds: The selected Team Wallet balance is too low.
Missing Wallet: No valid payment source is assigned to the send.
Logistics Issues: There is a problem with the recipient's address, customs documentation, or the item is out of stock at the warehouse.
To resolve:
Top up the Team Wallet: Ensure the wallet has enough credit to cover the cost of the gift.
Assign another wallet: If you have access to a different wallet with a balance, you can update the payment source for the send.
Review logistics: Check that the recipient's address and customs information are accurate. If the issue persists, contact your Admin to verify stock levels.
Note: Only Admins and Campaign Managers can raise top-up requests. Senders can add credit only if they are assigned as the Owner of a Team Wallet, and only for that specific wallet.
Why can't I see the Team Wallet when sending a gift?
If a Team Wallet isn't appearing, check that:
The sender is a member of the specific team tied to the wallet.
The wallet owner has granted the sender access.
You aren't attempting a Bulk Send, as Team Wallets are currently not supported for bulk uploads.
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