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Housekeeping

• Managing teams and users
• Adding Users in Reachdesk
• Team Management (creating & settings)
• Branding
• Domains

Budgeting

• Generating an Invoice
• Team Wallets
• Budget Management
• Transferring Credit

Building Campaigns

How to build campaigns:

• Gift Cards
• Marketplace
• Bundle

Intro to: Setting up and sending anything from Marketplace feature

Sending

• How to send 121:
  • Sending E-Gift Card
  • Sending a Marketplace Gift
  • Sending a Bundle
• How to send via CSV Upload 
• How to create a custom note and send on behalf of another user via CSV
• How to send a campaign that allows recipients' choice for a gift
• What the recipients' experience looks like if the gift is out of stock

Inventory

• Managing inventory
• Creating a ship notice
• Merch Builder
• Event Shipping 
• Large Shipments
• Warehouse Transfer
• Shipping to other trade zones

Integrations

• How to integrate
• Dynamic links:
  • Outreach
  • Salesloft
  • Marketo
• People Product - Automated Campaign Creation
• Sending via Outreach
• Triggered sends
  • SFDC
  • Marketo

Analytics 

• Sends tab
• Insights tab