Grouped Items let you offer multiple variants of an item — like size, color, or flavor — within a single gift in a Bundle Send. Instead of you guessing, the recipient picks the option that fits them best during the claim process.

Grouped Items can be used in both manual and automated Bundle Campaigns. 

Before you start

• Inventory First: All individual SKUs (e.g., each specific variant) must already exist in the Reachdesk platform before you can group them.

• In-Transit Stock: You can create groups even if your stock is still in transit to the warehouse, as long as the SKUs are created.

Create a Grouped Item

1. From the left-side menu in Reachdesk, go to Warehousing > Inventory.

2. Navigate to the Grouped Items tab.

3. Click Add New Group.

4. Enter a Group Name. 

   • Choose carefully! This name is visible to the recipient.

5. Add all related items to the group.

Edit a Grouped Item

If you need to expand your offerings (like adding a new size variant) or remove an item that is permanently discontinued, you can modify an existing group without deleting it.

1. From the left-side menu, go to Warehousing > Inventory.

2. Click on the Grouped Items tab.

3. Locate the group you want to change and click on the pencil icon to open the edit view.

4. To add a new variant: Search for the individual SKU in the dropdown, and select it.

5. To remove a variant: Click the trash icon next to the specific SKU within the group.

6. Click Update.

📌 Note: Updates made here dynamically change what options are presented to the recipient. New gift links generated after this update will immediately reflect your changes.

Add a Grouped Item to a campaign

Once created, you can add your Grouped Item to any Bundle Campaign just like a standard SKU.

1. Navigate to your campaign settings.

2. In the Gift Details section, choose the assigned warehouse.

3. Select your Grouped Item from the dropdown.

Reachdesk will automatically pull in all items within that group that are available in the warehouse.

Campaign Rules

• Mixed Bundles: You can mix individual items and Grouped Items. For example, a "Welcome Kit" could include a notebook (individual) and a t-shirt (grouped). The recipient receives the notebook automatically but must choose their t-shirt size.

• Locked Confirmation: Since a Grouped Item requires a recipient choice, the Ask recipient to confirm their details setting is automatically toggled ON and cannot be turned off.

Recipient experience

When the recipient opens their gift link, they'll select their preferred variant from the dropdown.

Once they confirm their address and choice, the specific SKU is assigned to the order and sent to the warehouse for fulfillment.

Frequently Asked Questions

How many Grouped Items can I add to a campaign? 

You can add multiple Grouped Items to a campaign, but you must stay within the 50-item limit for the total Bundle. Note that every individual SKU within your Grouped Item (e.g., each individual size) counts as one item toward this 50-item cap.

What happens if the recipient does not make a choice? 

If the recipient doesn’t confirm their choice before the Send expires, it is cancelled and the funds are returned to your wallet. A choice must be made for the warehouse to know which item to pick.

What happens if an item is out of stock?

• Partial Out of Stock: If the "Small" and "Medium" hoodies are out of stock but "Large" is available, the recipient will only see "Large" as an option.

• Total Out of Stock: If every item in the group is out of stock, the Send will become Pending. You'll need to either restock the items or swap them out in the campaign settings to move the order forward.

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

Item Families are just folders in the Inventory tab to help you stay organized. They have no impact on the recipient.

Grouped Items are functional tools that actively offer choices to your recipients.