How to use the Reachdesk app in Salesloft

Option 1: Add Reachdesk as as step to your cadence

How to add Reachdesk as a cadence step

Watch how to add Reachdesk as a cadence step here or follow the instructions below.

• Go to Cadences. Either add a new cadence or go to an existing cadence.
• Click on Cadence Actions > Add Step

• Select Reachdesk as a Step and click Next Step: Content.
• Add the step name (e.g. send gift from Reachdesk) and click "Add Step"

• Add the cadence to certain prospects you want to send a gift to. 

How to send a gift from Reachdesk when the cadence step is due

Watch how to run the Reachdesk step here or follow the instructions below.

• When this step is due, you can run the step from the contact's page by clicking on Run against the step in the Activity feed. (If you are running the cadence from the right side of the page, this might be a "play" icon.)

• When you run the step, we will open a Reachdesk window for the user to be able to send a gift either via link or via email.
  • Note: any users wanting to use the 'Reachdesk step' in a cadence will need to be logged into Reachdesk to use it.
• You can refresh the contact's page to see the Reachdesk step completed and details about the gift send on the Activity tab. 

• You can also click on the Reachdesk link to go to the gift's detail page in Reachdesk and track the gift's status or copy the gift link.

Option 2: Send a Reachdesk gift link from your Salesloft email

Watch the demo here or follow the instructions below.

• Go to the contact you want to send a gift to and click on Emails > Compose Email
• Click on the icon shown below to select an app you want to open. Select "Reachdesk"

• This will open the Reachdesk app within Salesloft where you can choose which gift campaign to send to the contact.

• Go through the flow and click on "Generate link." 

• We will generate the gift link and add it to the body of your email automatically as "Get your gift".

• Once the email is sent, we will track the activity for this gift against the contact's activity feed.