Allow recipient to choose bundle item size/variant in Triggered Campaigns

If you are sending bundle gifts to your employees you might want to let them make their own choice when it comes to the size of that welcome-to-the-team hoodie or the colour of your company-branded water bottle. 

Now, with Items Collections, it is a very easy thing to do for your automated sends in Triggered Campaigns. 

When is this useful for me?

• If you already have onboarding, birthday or anniversary campaigns that you currently send via a landing page
• If you'd like to automate bundle sends for core gifting occasions 
• If the swag you send has variables, i.e. colour, size, gender and you want to let the employee choose what works best for them

What campaigns can I use it for?

Triggered Campaigns for birthdays, anniversaries, and new hires.

If you are sending for new hires, make sure to toggle 'Send to personal email address if available' setting, this way detail confirmation email will be sent to employees personal email for onboarding gifts that will be sent ahead of them starting with you and getting access to their work email address

What variants can be supported?

Entirely up to you, as long as you are able to group your inventory by a theme! Think apparel sizes, colours, genders, flavours and more.

How do I do this?

It's really simple! Let me talk you through the setup.

First, you will need your inventory in Reachdesk. It can still be in transit, you can get the ball rolling with the set-up as long as you have the relevant SKUs in the system.

Create your item collections

• Navigate to Inventory > Items collections
• Click Create Items Collection
• Give your collection a name
  • i.e. Onboarding Hoodie 
• Add all items that relate to this collection
  • in our example, add all different hoodie sizes to your collection

When sending recipients a gift, they will always be asked to choose what item out of the collection they want. I.e. They will be able to select one Onboarding Hoodie size out of size S, M, L, XL. 

Create a Triggered Campaign with an Items Collection

Once you have created your Items Collection, you can proceed to create a Triggered campaign. Read more on the Triggered Campaign setup here.

• When adding items to your Bundle Triggered Campaign you will now be able to choose the Items Collection from the dropdown. This will automatically add all items in the collection to the campaign.
  • As campaigns are specific to the country, once you have added your Items collection to the campaign, Reachdesk will indicate which items out of your selected collection are available in the warehouse you chose for this campaign.
• You can add one or more Items Collections to a campaign and you can also have a combination of individual items and Items collections.
  • For example, if your onboarding bundle contains a box, a water bottle, a pen, a notepad, and a hoodie that comes in sizes S, M & L, you would create an Items collection for your Branded Hoodie and add the rest of items as individual items. This way, recipients will only be asked to choose the size of their Branded hoodie and all other items will be automatically included in the bundle.
• As collection requires the recipient to make a choice, the 'Ask recipient to confirm their details' setting will always be ON.

That's it! 

Now, every time an engage is created from the triggered campaign you have created, the recipient will be asked to make their choice between items in the collection.

FAQ

How many Items Collections can I add to the triggered campaign?

You can add as many Items Collections to a triggered campaign as you need. Recipients will be asked to make a choice of one item out of each collection.

What if the recipient does not make a choice?

Currently, if the recipient does not confirm their choice after the engage has expired, the send will be cancelled. We will be adding the functionality to send the engage without confirming the address and item size in the future.

Can I use Items Collections in a manual campaign?

Not at the time, but if this something you would like to see, please let your CSM or support know and we will take on your feedback.

What if items go out of stock?

If only some items are out of stock, the recipient will be asked to make a choice from of in-stock items available to be shipped to their destination country. The recipient is always presented with up-to-date items.

If all items are out of stock before engage is created, then engage will be created as pending and you will be notified that it needs to be actioned and approved. If stock on all available items runs out after we have sent the recipient an email to confirm their choice and address, once they attempt to make a choice they will be notified all items are out of stock and encouraged to reach out to you and try again later. If you have low stock alerts configured, you will also be notified of the stock going low. Once the stock has been replenished, the recipient can re-attempt to confirm their choice and detaisl and pick an item they like.

I can add items from different warehouses to an Items Collection, but campaigns are warehouse specific. How does it work?

Items Collections are warehouse agnostic. This is so you can create an Items Collection based on a gift that has variables and not be restricted by regions and shipping policies. This Items collection can then be used in any bundle campaign in any region. Once Items Collection is added to a campaign, only items available in this warehouse will be shown as in stock, so you can have a better understanding of what out of this Collection can be sent in this campaign. The recipient will always only be shown items that can be shipped to them from the warehouse selected on the campaign.

Does the recipient see what they are choosing?

We do not want to spoil the surprise, so we only ask for the details we need! The recipient will see the name of your Items Collection in the dropdown field on the address confirmation page and the names of your items, so make sure they are named in a way they can understand.