How to update your organization’s claim and send settings

Organization claim settings control recipient requirements, cusom fields, gift expiration defaults, and claim security rules across your entire Reachdesk instance.

Note: Only organization Admins can view and edit the Claim Settings tab.

Open your organization’s claim and send settings

To view or update your organization’s claim settings:

1. Go to Organization.

2. Select Settings.

3. Open the Claim and Send tab.

4. After making any changes, scroll to the bottom and click Save to apply them.

Claim settings you can update

The Claim Settings tab includes the following configurations:

• Recipient requirements: Use this to make specific information mandatory before a gift can be processed. You can make the recipient’s email and/or company required fields when they complete the address confirmation form.

• Custom fields: Use this to add custom fields that will appear as optional or required when sending a campaign.

• Gift expiration default: Use this to set the default number of days before a gift expires. This value acts as the default for new campaigns, but you can still override the expiration date at the specific campaign level or during the send flow. The maximum gift expiration limit allowed by Reachdesk is 30 days.
• Claim security: Claim security settings manage automated, email-based checks during the gift claim process. If a claim is flagged by these rules, the send status will move to Pending for Admin review. You can configure checks to flag:

  • Disposable email addresses: Identifies and flags known disposable or "throwaway" email domains.

  • Duplicate email addresses: Flags when a recipient attempts to claim the same gift multiple times. Note: Recurring automated campaigns (like HRIS-led birthday gifts) are automatically excluded from this check so they can trigger annually.

  • Suspicious email: Flags non-standard or suspicious email patterns that may indicate fraud.

  • Blocked lists: You can manually prevent specific users (e.g., user@example.com) or entire companies (e.g., @competitor.com) from claiming gifts.