Install and use the Reachdesk app in Outreach

Who can install the Reachdesk app in Outreach?

An Outreach admin can install the Reachdesk app if they:

• Have permission to install apps in Outreach.

• Have a user login in Reachdesk.

In Reachdesk, the user does not need an Admin role to facilitate the connection.

Install the Reachdesk app in Outreach

Install the app

1. Open the Outreach Marketplace and search for Reachdesk.

   • Alternatively, go to Outreach > Integrations > Apps > Install new apps.

2. Select Install app.

3. Review the required permissions and confirm the installation.

4. If you are not already logged in, sign in to your Reachdesk account.

To confirm the installation, go to Outreach > Integrations > Apps and check that Reachdesk shows the status Installed.

Control who can access the app 

By default, the Reachdesk app is available to all Outreach users. 

To restrict access:

1. In Outreach, go to Integrations > Apps.

2. Click on the Reachdesk app.

3. Select the Access tab.

4. Choose Install for selected users and profiles and select the specific users or profiles that should have access.

Use the Reachdesk app in Outreach

Send a gift from an Outreach email

Before you start:

• You can use the Reachdesk app only when sending an email to a specific contact (1-to-1).

• The app is not available while editing an email step in a sequence. If you need to send gifts via sequences, please see Generate a gift link for multiple use via Outreach sequence emails. 

Step 1: Open an email to a contact 

When composing an individual email in Outreach, the Reachdesk app button appears at the bottom of the email composer.

Step 2: Add the recipient email

• Add the recipient’s email address in the To field.

  • Note: If the To field contains multiple email addresses, Reachdesk will only use the first email address listed to generate the gift.

• Ensure you are logged in to Reachdesk via the app window.

Step 3: Generate a gift link

1. Click the Reachdesk button.

2. Review the contact details and choose your gift/campaign.

3. Generate the gift link.

Note: Once generated, the raw gift URL will be automatically inserted into the body of your email. Reachdesk does not automatically hyperlink specific text (e.g., "Click here"). If you want the link to be masked behind text, you will need to manually highlight your text and link it using the Outreach composer tools.

Track Reachdesk gift activity in Outreach

Reachdesk writes gift interactions back to the recipient’s activity feed in Outreach as a custom event.

A new event is created each time the gift status changes.

Event details shown in Outreach

Each Reachdesk event can include:

• Date gift was sent

• Gift status

• Recipient Name

• Campaign Name for the gift sent to the recipient

• Cost — shown as pending until the gift is claimed

Automate follow-ups based on gift activity

Because Reachdesk gift activity creates events in Outreach, you can use those events to automate follow-ups and next steps. Read more about this in our Automate next steps in Outreach based on Reachdesk gifting activity article.

Frequently Asked Questions

Why can’t I use the Reachdesk app in an Outreach sequence step? 

The Reachdesk app is designed for 1-to-1 interactions. To include gifts in an automated sequence, you should use Dynamic Links, which can be pasted directly into your sequence templates.

If you try to send an email from somewhere we don't support, the Reachdesk app will show the following error message:

What happens if I am not signed in to Reachdesk?

If you try to send a gift while signed out of Reachdesk, the app shows the screen below opens a new tab so you can sign in.

What happens if I enter an invalid email address? 

The Reachdesk app will show the following error message:

What happens if I do not enter an email address? 

The Reachdesk app will show the following error message:

What happens if I am logged in to the wrong Reachdesk instance?

The Reachdesk app will show the following error message if you're logged in to the wrong instance:

You may also see this if the admin or user who installed the Reachdesk app did not complete the installation process. To fix this:

1. Go to Administration > Apps > Reachdesk.

2. Select External app configuration.