With Reachdesk, you can easily design and build landing pages with our drag-and-drop editor for different gifting use cases, and easily share a friendly link with a wider audience. 

• Landing page use cases and benefits
• How to build a landing page in Reachdesk
• Claiming experience with landing pages
• Viewing sends from landing pages
• Best practices for a successful landing page
• FAQs

 

Landing page use cases and benefits

 

 

How to build a landing page in Reachdesk

1. If you have an admin or campaign manager role, go to "Landing pages" on the main menu.

2. Click on "Create landing page."

3. You can choose from a set of landing page template options.

• Click Preview to preview the template in a new tab.
• Click Use template to use the template. This will redirect you to the landing page design editor (proceed to step 7 for more details). 
• If you click Black Template, we will automatically use the default template for sending a Thank you gift.

 

4. You will see the landing page design edit screen automatically after clicking Use template or Blank template.

5. To learn the basics of how to use our editor, please watch the video below or click here.

To learn how to update the background colours and images, please watch the video below or click here.

 

⚠️ Notes:

• Some fields on the form cannot be deleted because we control the visibility of fields based on the campaign type. After you publish the page, we automatically make certain fields required and hide fields that are not relevant based on the campaign chosen by the recipient. For more details, please refer to the claim experience here.
• If you are adding multiple campaigns, if you want to use an existing page that used to just support one campaign, you must remove the current form and add a new form to your landing page. Otherwise, the page will not work. Note this isn't necessary for new pages.

If you want to update an existing page to support multiple campaigns (before this feature was launched), please view the video below:

 

6. Click "Save" to save your changes in your design.

7. When you save your design, you will see the landing page creation screen with the following sections:

• Settings - This includes settings about the landing page you can update.
• Landing page - This will be the landing page design that you can build in our editor.

8. Update your landing page settings. Don't worry if you don't have all the details yet! We only require the "Landing page name" to save this as a draft. Have a look below at what is required to publish.

• Landing page name -  Used to identity the page in Reachdesk. Required to save as a draft and publish
• URL Slug - Used as the last part of the URL to identify your page. Required to publish.
  • The format of the URL will be "https://redeem.reachdesk.com/lp/[Your Reachdesk Org Name]/[URL Slug]"
• Reachdesk campaign - Used to capture the gift that can be claimed from the landing page. Initially. Required to publish. Refer to this list to view what types of campaigns can be added to a landing page. 
• Sending user - This will be used as a the user who sent the gift when we save the gift send. Required to publish.
• Payment wallet - This will be used as the source of funds when gifts are claimed. Required to publish.
• Approval setting - If this is ON, all gifts claimed from the landing page will be pending and will need to be approved by an admin in order to be processed. We recommend turning this on for maximum security.

9. To add multiple campaigns to a landing page: 

• Search by name and select a campaign. You will see the selected campaign appear on the table.
• Update the gift name if you want to customise what the recipient sees on the page when they are selecting a gift. Note: We will use the campaign name by default if this is not set.
• If you want to remove a campaign, simply click on the trash icon. 

10. Click "Save" to save the landing page with your updated design and settings.

11. When you go back to the "Landing pages" list, you should see your landing page created as a "draft."

 

How can you publish a landing page?

Once you are ready to publish your page, please make sure you review our best practices here.

To publish your page, simply go to the bottom of the page and click "Publish."

You will see this confirmation screen that generates your URL.

 

Copy and share this URL to your team so they can use this in their Outreach. You can also embed this into your workflows and email templates. You can see this link again when you go back to the published landing page. 

 

How can you unpublish a landing page?

If you no longer want users to access your landing page, simply click on the "Unpublish" button on the page.

 

This will update your page to have a "Draft" status and when users try to access the link again, they will see this screen:

 

How can you duplicate a landing page?

To duplicate a landing page, simply click on the "Duplicate" button at the top right of the page.

Your new page will be saved a draft and the landing page name and URL slug will have "Copy" in front of it. 

 

Claiming experience with landing pages

• Claiming an eGift 
• Claiming a bundle or marketplace 
• Claiming a gift from multiple campaigns 
• Claiming a gift from a grouped item 

Claiming an eGift:

Please watch the video below:

When a recipient is trying to claim a gift that is related to an eGift campaign, by default, they will see the following fields as required:

• First Name
• Last Name
• Email
• Country

You can add the Job Role or Company as optional fields.

When the recipient is choosing a country, they will only see countries that the eGift brands in the eGift campaign can be used. For example, in this case, the eGifts can only be used in Canada, Puerto Rico or United States.

Once the landing page is submitted, the recipient will see this message to check their inbox for the eGift email. This eGift email is configured in the "Branding" section of the eGift campaign. Note: The message on this success page cannot be edited currently.

 

Claiming a bundle or marketplace campaign:

Please watch the video below:

When a recipient is trying to claim a gift that is related to a bundle or marketplace campaign, by default, they will see the following fields as required:

• First Name
• Last Name
• Email
• Address Line 1
• City 
• State
• Country
• Zip code

These fields will only appear if they are required based on the campaign or country selected:

• Phone number - Shown as required if the campaign is a bundle and the country the warehouse is shipping to requires a phone number, or if the campaign is a marketplace and the vendor requires a phone number
• Recipient Tax Id - Shown as required if the campaign is a bundle and the country the warehouse is shipping to requires a tax Id (e.g. Brazil)

You can add the Job Role or Company as optional fields.

When the recipient is choosing a country, they will only see countries that the gift can be sent to. For example, in this case, the gift can only be sent to the United States.

Once the landing page is submitted, the recipient will see this message to let them know that the gift is on the way. Note: The message on this success page cannot be edited currently.

Claiming a gift from multiple campaigns:

• Show in stock campaigns available based on country selected: If you have multiple campaigns associated with a landing page, after the recipient chooses a country, they will only see campaigns available to be sent to that country in the "Gift" dropdown. We will also hide campaigns that are out of stock. 
• Show fields required based on campaign: After selecting a gift, depending on the campaign type, we will conditionally show fields required depending on the campaign type.
• When they submit the page, they will see the same message as what they see depending on whether the gift claimed was an eGift or marketplace/bundle.

Please watch the video below or click here to see a landing page with multiple gift options.

 

Claiming a gift from a grouped item:

• Show only items in stock: If you have a bundle campaign with a grouped item assigned to a landing page, after the recipient chooses a country, they will see the gifts available within the grouped item. We will automatically hide gifts that are out of stock.
• Grouped item names: We use the name of the grouped item as the label of the dropdown that appears on the landing page, and when the user is selecting, they will see the name of the items within the grouped item.

Please watch the video below, or click here to see a sample landing page with a marketplace campaign and bundle campaign with grouped items:

 

What happens if there are details required by the warehouse or the marketplace vendor?

Sometimes, our warehouse or marketplace vendor require the recipient's phone number to process the order. In this case, we will automatically show the phone number as required in the form.

For countries such as Brazil, the recipient's tax Id is required. We will also show this automatically as required in the form if the recipient chooses Brazil as the country.

 

What does the recipient see if the gift is pending admin approval?

If you have turned on the setting to require admin approval when claiming gifts from your landing page, the user will see this page when they submit:

 

What does the recipient see if there are any issues with submitting the landing page?

If there is ever any issue with submitting the page, the recipient will see this screen:

 

Viewing sends from landing pages

1. To view which sends came from landing pages, go to the Sends page.

2. Click on filters and filter by the landing page name.

3. Once the filter is saved, you should see the gift send submitted from the landing page on the list.

 

Best practices for a successful landing page

Before publishing a landing page, please ensure you have done the following:

 

1. Review your settings

• Check you populated the required fields: Landing page name, URL slug, campaign, sending user, payment wallet
• Check you added a form to your page design
  • Without this, the page cannot be published and submitted!
• Check your slug is user-friendly. Here are some examples:
  • https://redeem.reachdesk.com/lp/mycompany/employee-promotion
  • https://redeem.reachdesk.com/lp/mycompany/congratulations
  • https://redeem.reachdesk.com/lp/mycompany/happy-holidays-2024
• Check you added the correct gift campaign that will be used when the page is submitted
• Make sure the campaign is not out of stock.
  • If it is out of stock, and it is the only campaign on the landing page, the gift will be pending.
  • If it is out of stock and there are other in stock campaigns on the landing page, the campaign will not appear on the gift dropdown. 
  • If a bundle campaign has an out of stock item and the min quantity is greater than 0, we consider the campaign as "out of stock."
• Check your payment wallet has funds
  • Make sure the wallet has funds. If it has insufficient funds, the gift will be pending.

2. Design your page based on your use case and target audience

Content & Messaging

• Compelling Headline: Use a clear and enticing headline that instantly communicates the value of the gift.
  • Example: “We've brewed-up features that guarantee XYZ results—Let's chat over a coffee on us?”
• Personalized Messaging: Incorporate the recipient’s name or company to make the experience feel personal and special.
  • Example: “John, enjoy a curated coffee selection from [Your Company] to kickstart your day!”
• Clear Instructions: Provide concise and easy-to-follow steps for redeeming the gift, minimizing any potential confusion.
  • Example: “1. Click the button below 2. Choose your preferred coffee blend 3. Enjoy your gift!”
• Social Proof: Include testimonials or brand logos to build trust and reinforce the value of the gift.

Call-to-Action (CTA)

• Prominent CTA Buttons: Use contrasting colors and clear, action-oriented text like "Redeem Your Gift" to make CTAs stand out.
• Sense of Urgency: Consider adding a time-sensitive element, such as a countdown or limited-time offer, to encourage immediate action.

3. Secure your page

• Ensure you have turned on the correct security settings to protect your page. Refer to our security recommendations here.

4. Test your page

• We recommend you claim the gift from the landing page with a test contact and turn on admin approval so you can see that the gift send is being created in Reachdesk before sharing the link. 

 

FAQs

Who can build landing pages?

Users who have an admin or campaign manager role.

 

What statuses are available for landing pages?

• Draft - This is the status before publishing, or when the page is unpublished. This means the page is not live and is not accessible to whoever has access to the link. 
• Live - Page has been published and is accessible 

 

How many landing pages can be created and published?

You can create an unlimited amount of landing pages. If you have managed landing pages through our professional services team, our professional services team can create landing pages for you, but this will be limited based on what is in your contract. 

 

What if I need assistance when building landing pages?

If you need some help designing your page, or add more custom elements to your page, our professional services team can help you customize your landing pages. Please click here for more details.

 

How can you build a landing page?

Refer to the steps here.

 

How come I cannot delete certain fields on the form?

Unfortunately, when designing the page, we cannot allow certain fields to be deleted from the form. We need to ensure the fields are there because we control which fields to show when the page is published. Please review the claiming experience to understand which fields appear based on the campaign type.

 

How can I make the form have rounded corners or look like it's floating on the page?

Please watch the video below:

 

What if I need to view my changes, or undo or redo my changes on the page?

At the bottom left of our landing page editor, you will find three buttons:

• View your history
• Undo button to undo your changes
• Redo button to redo your changes

 

 

How can I edit the image I have on a landing page?

Click on the image you want to edit, on the right side, you will see more detail about the image in Content Properties. Click on "Apply Effects"

You will see different options to edit your image. Click the Save button on the top when you are done. 

 

What recipient data can be captured in the form?

The following fields will be available to be added in the form. In the second phase of the feature, we will show fields that are required on the form based on the gift type, marketplace vendor and country selected.

• Name - Required for all gift types
• Email - Required for all gift types
• Country - Required for all gift types
• Phone - Required if campaign is a bundle and the country the warehouse is shipping to requires a phone number, or if the campaign is a marketplace and the vendor requires a phone number
• Address Line 1 - Required for physical gifts
• Address Line 2 - Optional
• City - Required for physical gifts
• State - Required for physical gifts
• Zip code - Required for physical gifts
• Role - Optional
• Company - Required if this is required in an organization-level
• Recipient Tax Id - Required if campaign is a bundle and the country the warehouse is shipping to requires a tax Id (e.g. Brazil)

What happens when a landing page is submitted?

Please refer to the claim experience here

 

How can I update the message shown to the recipient AFTER submitting the landing page?

Unfortunately, we do not support updating the success message right now, but please contact your CSM or support@reachdesk.com so we can give this feedback to our Product team. 

 

What campaigns am I not allowed to add to a landing page?

These types of campaigns are excluded from the campaigns dropdown in the landing page settings. You will see an error if you try to save a published landing page with this campaign.

• Triggered campaigns
• Archived campaigns
• Paused campaign
• eGift campaign with no email template
• Bundle campaign where the min quantity of all items is 0
• Marketplace campaign without an admin’s choice product

 

What happens if the campaign has “send address confirmation email” turned on?

Since the landing page will have a form that users can add address fields to, the address confirmation email will not be sent when the page is submitted even if the campaign has this setting turned on.

 

What is used as the “cost” of the gift when the landing page is submitted successfully?

• eGift - The eGift cost will be based on the eGift campaign’s min budget
• Bundle - The bundle cost will be based on the estimated shipping cost for the warehouse, and the estimated pick and pack fee based on the minimum quantity of items in the bundle campaign. This will be updated once the items are shipped.
• Marketplace - The marketplace cost will be based on the cost of the marketplace gift on the campaign.

 

What items will the recipient receive for bundle campaigns claimed via a landing page?

We will create the bundle send based on the minimum quantity of items in the bundle campaign.

If the minimum quantity for an item is zero, the send will be pending and the item will not be sent.

 

What happens if the gift is not available for the country of the recipient?

Recipients will only see countries that the gift can be sent to in the landing page. If there are multiple campaigns assigned to a landing page, the user will select a country and will only see gifts that can be sent to that country that is in stock.

 

What happens if the campaign is out of stock?

If there are multiple campaigns assigned to a landing page, the user will select a country and will only see gifts that can be sent to that country that is in stock. If ALL campaigns are out of stock, then we will let the recipient submit the landing page, but the gift send will be pending until the gift if back in stock, or the gift is cancelled and manually sent again.

If a bundle campaign has an out of stock item and the min quantity is greater than 0, we consider the campaign as "out of stock."

 

What happens if the payment wallet is out of funds?

The recipient will be able to submit the landing page, but the gift send will be pending until more funds are added to the wallet.

 

What happens if the campaign becomes invalid and it is related to a live landing page (e.g. it is paused or the eGift email template is removed)?

We will show a warning on campaign page before you can save it. This will clarify that the update will impact live landing pages, and will cause the recipient to see an error page when submitting.

 

What happens if the sending user used in a landing page is deactivated?

The recipient won't be able to submit the landing page and will see this error screen. 

What if I want to delete or archive my landing page?

For now, if you want to archive your landing page, you need to submit a request to our support team at support@reachdesk.com. We will support archiving in the platform at a later phase.

 

Where can I see my landing page sends?

If the landing page was submitted successfully, you will see the sends on the Sends page, and you can use the filters to filter for the specific landing page used to claim the gift. If you have turned on the setting to require admin approved, the sends will be pending and will need to be approved. Please refer to the steps here to view your landing page sends.

 

What security settings are available for me to use to protect my landing page?

• Admin approval: By default, we have enabled all landing page sends to require admin approval. We do not advise to turn this off unless you have additional security settings in place.

• Disposable and duplicate email checks: Go to Organization > Settings > Claim Settings > Claim Security. You can turn on our duplicate and disposable email checks and add your own list of blocked emails and domains. Learn more about it here.
• Campaign spend limits: You can also go to the campaign page and add a Monthly User Spend Limit. This will act as the monthly budget for your landing page. Learn more about it here.
• Captha: By default, we already have a "Captha" configured in each page that automatically verifies the recipient is not a bot.

Note that any claims flagged as suspicious, duplicate or outside your campaign spend limit will be pending.