Gift Sending Experience Updates

Reachdesk has improved the gift sending flow to help you find, send, and resend gifts faster. The updated experience makes it easier to identify suitable campaigns, filter available gifts, and manage sending across different recipients and countries.

What’s New

Key improvements to the gift sending experience include:

• Browse gifts faster using improved filters and sorting.

• See alternative gift suggestions if a campaign cannot be sent to a recipient.

• Quickly resend previous gifts by sorting campaigns by most recently sent.

Improvements to the Send Gift Flow

1. Choose a Campaign Before Selecting Recipients

When you open the Send Gift tab, you can now browse all available gift campaigns before choosing recipients.

This includes:

• Bundle campaigns

• eGift campaigns

• Marketplace physical gift campaigns

Selecting the campaign first helps you confirm the gift details before deciding who to send it to.

2. Filter Gifts by Recipient Country

The Country filter is now more visible and automatically pre-selects a country based on recipient data.

The country is pulled from connected systems such as:

• Chrome Extension

• Salesloft

• Outreach

• Salesforce widget

This helps ensure you only see campaigns that can be sent to your recipient’s location.

3. Filter Campaigns by Team, Campaign Type, and Budget

Use filters to quickly narrow the available campaigns.

Available filters include:

• Team (Admins and Campaign Managers only)

• Campaign Type

  • eGift

  • Bundle

  • Marketplace physical gifts

• Cost / Budget Range

These filters help you identify campaigns that match your team ownership and sending budget.

4. Automatically Hide Unavailable Campaigns

By default, campaigns that cannot be sent are hidden. This includes campaigns that are:

• Out of stock
• Out of balance
• Upgrade-required- Paused due to a deactivated sending user profile

To view all campaigns:

1. Search for the campaign name to locate it more easily before enabling the filter.

2. Enable Include unavailable campaigns.

   

3. Disabled campaigns will appear with a message explaining why they cannot be sent.

Understanding “Insufficient Funds”

If a campaign shows Insufficient funds, it refers to the wallet assigned to that campaign, not the overall organization balance.

This means:

• The campaign wallet balance is empty, even if
• The organization balance displayed in the header still has credit.

How to Reactivate Paused Campaigns

1. Go to the Campaigns tab or Automated Campaigns if depending on the campaign you wish to resume.
2. Remove the "Active" filter to display all campaigns, including paused ones.
3. Identify the paused campaign and check its settings.
4. If the campaign is paused due to a deactivated sending user profile, assign a new sending user in the campaign’s settings to reactivate it.

5. View Campaign Details

To see more information about a campaign:

1. Click the Campaign name.

The campaign details page displays:

• Campaign configuration settings

• Supported shipping countries

• Additional campaign information

6. Sort Campaigns by Most Recently Sent

Use the Sort option to display campaigns by Most Recently Sent.

This allows you to quickly locate and resend campaigns you use frequently.

7. Receive Alternative Gift Suggestions

If a campaign cannot be sent to a specific recipient, Reachdesk automatically suggests alternative gifts.

You can:

• Select one of the suggested campaigns, or

• Click Choose another to browse other available campaigns.

This ensures you can still send a suitable gift without restarting the send process.

8. Send Gifts to Partial Groups in Bulk

When sending gifts to multiple recipients across different countries, some recipients may not be eligible for a selected campaign.

In this case, Reachdesk will allow you to:

1. Send the campaign to recipients where the gift is available.

2. Download a list of recipients who cannot receive that campaign.

3. Send those recipients a different campaign that is available in their location.

This helps you complete bulk sends while ensuring all recipients receive an appropriate gift.