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 Grouped Items, 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 grouped items

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

When sending recipients a gift, they will always be asked to choose what item out of the Group 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 a Grouped Item

Once you have created your Grouped Item, 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 Grouped Items from the dropdown. This will automatically add all items in the group to the campaign.
  • As campaigns are specific to the country, once you have added your Grouped Item to the campaign, Reachdesk will indicate which items out of your selected group are available in the warehouse you chose for this campaign.
• You can add one or more Grouped Items to a campaign and you can also have a combination of individual items and Grouped Items.
  • 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 Grouped Item 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 group 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 group.

FAQ

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

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

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 Grouped Items 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 a Grouped Item, but campaigns are warehouse specific. How does it work?

Grouped Items are warehouse agnostic. This is so you can create a Grouped Item based on a gift that has variables and not be restricted by regions and shipping policies. This Grouped Item can then be used in any bundle campaign in any region. Once a Grouped Item 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 group 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 Grouped Item 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.

What is the difference between a Grouped Item and an Item Family?

A Grouped Item is a selection of items which have been grouped together to be offered to a recipient to choose from. If you have 5 items in a Grouped Item, the recipient will get to pick 1 of them. Whereas, Item Families are a way to organize your SKUs within your inventory tab, they serve a visual purpose to keep your list of items better organized, they are not used for the recipient to choose from.