There are different ways to send gifts from Reachdesk, which also means there are different experiences recipients can have when claiming gifts. This article outlines what your recipients will see when they claim your gifts.

Types of gift claims

• eGift is sent via email
• eGift is sent via link
• Marketplace or bundle gift is sent via email to confirm the recipient's address
• Marketplace or bundle gift is sent via single use link to confirm the recipient's address
• Marketplace gift is sent via email with an option to choose another gift or donate to charity
• Marketplace gift is sent via link with an option to choose another gift or donate to charity
• Marketplace gift is sent via link with an option to donate to charity
• Gift is sent automatically using a rule criteria from a triggered campaign (Salesforce & HRIS only)
• Gift is sent using a multi-use link from a triggered campaign
• Gift is sent using a multi-use link from a landing page
• Gift is sent with a book a meeting link

eGift is sent via email

When an eGift campaign is sent via email, the recipient will receive the email according to the email customized on the campaign or when sending the gift.

This is an example of what the email can look like:

To claim the eGift, the recipient will go through the following:

1. Click on the "Claim" button on the email
2. They will be taken to a page where they can view the unwrapping experience, and choose to claim the gift now, or later.
3. Once they click "claim now" or after the gift claim timer runs out, they will be able to claim an eGift from the available eGifts on the campaign that was sent.
4. When choosing an eGift, they will be prompted for their email address so we can verify that their email is valid.
5. If their email is valid, they will receive instructions on how to use the eGift they chose.

Learn more about the eGift unwrapping experience here.

Watch the video below to see the full experience.

eGift is sent via link

When an eGift campaign is sent via link, the recipient will not receive an email. The sender is responsible for sharing the link with the recipient.

To claim the eGift, the recipient will go through the following:

1. Click on the gift link.
2. They will be taken to a page where they can view the unwrapping experience, and choose to claim the gift now, or later.
3. Once they click "claim now" or after the gift claim timer runs out, they will be able to claim an eGift from the available eGifts on the campaign that was sent.
4. When choosing an eGift, they will be prompted for their email address so we can verify that their email is valid.
5. If their email is valid, they will receive instructions on how to use the eGift they chose.

Learn more about the eGift unwrapping experience here.

Watch the video below to see the full experience:

Marketplace or bundle gift is sent via email to confirm the recipient's address

When a marketplace or bundle campaign is sent via email, the recipient will receive the email according to the email customized on the campaign or when sending the gift.

This is an example of what the email can look like:

To claim the marketplace or bundle campaign, the recipient will go through the following:

1. Click on the button on the email (the button text can be customised on the campaign or when sending)
2. They will be taken to a page where they can update their contact details and confirm their address.
3. Once the contact and address details are updated, they can click on "Confirm address."
4. They will see a confirmation page showing that their gift is on the way to the shipping address they added.

Watch the video below to see the full experience:

Marketplace or bundle gift is sent via a single use link to confirm the recipient's address

When a marketplace or bundle campaign is sent via link, the recipient will not receive an email. The sender is responsible for sharing the link with the recipient.

To claim the marketplace or bundle campaign, the recipient will go through the following:

1. Click on the gift link.
2. They will be taken to a page where they can update their contact details and confirm their address.
3. Once the contact and address details are updated, they can click on "Confirm address.
4. They will see a confirmation page showing that their gift is on the way to the shipping address they added.

Watch the video below to see the full experience:

Marketplace gift is sent via email with an option to choose another gift or donate to charity

The option to choose another gift or donate to charity is available for marketplace campaigns and can be configured in the Claim settings section below:

Click here to learn more about how the recipient's choice experience works.

When a marketplace or bundle campaign is sent via email, the recipient will receive the email according to the email customized on the campaign or when sending the gift.

This is an example of what the email can look like:

To claim the marketplace campaign, the recipient will go through the following:

1. Click on the button on the email (the button text can be customised on the campaign or when sending)
2. They will be taken to a page where they can choose the main gift offered, choose another gift (we only show gifts that is of the same or lower value that doesn't require any configuration), or donate to charity.
3. Once they have chosen their gift, they can update their contact details and confirm their address.
4. Once the contact and address details are updated, they can click on "Confirm address."
5. They will see a confirmation page showing that their gift is on the way to the shipping address they added.

Watch the video below to see the full experience:

Marketplace gift is sent via link with an option to choose another gift or donate to charity

The option to choose another gift or donate to charity is available for marketplace campaigns and can be configured in the Claim settings section below:

Click here to learn more about how the recipient's choice experience works.

When a marketplace or bundle campaign is sent via link, the recipient will not receive an email. The sender is responsible for sharing the link with the recipient.

To claim the marketplace campaign, the recipient will go through the following:

1. Click on the gift link.
2. They will be taken to a page where they can choose the main gift offered, choose another gift (we only show gifts that is of the same or lower value that doesn't require any configuration), or donate to charity.
3. Once they have chosen their gift, they can update their contact details and confirm their address.
4. Once the contact and address details are updated, they can click on "Confirm address."
5. They will see a confirmation page showing that their gift is on the way to the shipping address they added.

Watch the video below to see the full experience:

Marketplace gift is sent via link with an option to donate to charity

If you only have turned on the option to allow the recipient to donate the value of the gift to charity, this means that the recipient will have an option to choose the gift you offered (they will see a preview of the gift), or choose to donate the gift value to charity.

This is what the Marketplace campaign "Claim Settings" will look like if only charity donation is enabled:

To claim the marketplace campaign, the recipient will go through the following:

1. Click on the gift link.
2. They will be taken to a page where they can choose the main gift offered, or donate to charity.
3. If they choose to donate:
   1. They need to select the charity they want to donate to. There is no address confirmation required because we are not sending them a physical gift.
   2. Once the charity is selected, they will see a confirmation page showing that their donation has been made to the charity selected.
4. If they choose to claim the gift:
   1. They will be redirected to the address confirmation page. Once the contact and address details are updated, they can click on "Confirm address."
   2. They will see a confirmation page showing that their gift is on the way to the shipping address they added.

Watch the video below to see the full experience:

Gift is sent automatically using a rule criteria from a triggered campaign

For triggered campaigns that have a rule criteria set, this means that the gifts will be sent automatically if it meets the criteria specified on the campaign.

Note that this option is only available for Salesforce and HRIS integrations.

Since the gift sending will be automated, we can only support:

• Sending via email:
  • for eGift campaigns
  • for bundles and marketplace campaigns with address confirmation
• Sending direct to the recipient
  • for bundles and marketplace campaigns without address confirmation
  • Note: This requires the full address to be in Salesforce or the HRIS for the send to be processed.

Watch the video below to see the full experience:

Gift is sent using a multi-use/dynamic link from a triggered campaign

Learn more about how to use dynamic links here.

To claim a gift from a dynamic link:

• Share the link with your recipient.
• When the recipient clicks on the link, they will be asked to confirm their email address.
  • If their email address matches an email that exists in a lead or contact in the CRM related to the triggered campaign, we will let the user know that their gift is on their way.
  • If their email address does not match any emails of leads or contacts in the CRM, we will not let them claim the gift.
• If the email is valid and exists in the CRM, the recipient will receive another email:
  • If the campaign is an eGift, they will receive the eGift email and will follow this flow.
  • If the campaign is a marketplace or bundle, they will receive the address confirmation email and will follow this flow.

Note that the reason why we send another email is to ensure that the email used is valid. 

Watch the video below to see the full experience when claiming an eGift from a triggered campaign dynamic link:

What the video below to see the full experience when claiming a marketplace campaign from a triggered campaign dynamic link:

Gift is sent using a multi-use link from a landing page

To view this experience, please refer to this link on the claiming experience with our personalised landing pages.

Gift is sent with a book a meeting link

To encourage meetings to be booked together with your gift, you have an option to add a meeting calendar link that will require the recipient to book a meeting before claiming their gift.

On the campaign, you can enable the "Allow sender to add meeting calendar link":

If this setting is enabled, you will see the "Book a meeting" section when sending a gift in the "Send method" step. You can then add a meeting link from our supported meeting schedulers here. 

How the email is updated if book a meeting is enabled:

• If the campaign is an eGift sent via email, we will automatically update the button in the meeting to say "Book a meeting & claim." 

• If the campaign is a marketplace or bundle, you can update the copy of the email and the copy of the button manually to make this more appropriate to what you are trying to send. We recommend the following for example:

Claim experience if book a meeting is enabled:

1. The recipient will either receive an email, or a gift link.
2. When they click on the button in the email, or the gift link, they will see a page where they can book a meeting based on the meeting calendar link added to the gift when it was sent.
   • Note that the text on the top of this page cannot be updated at this time.

3. After the recipient chooses and confirms a time slot, they will see the next page where they can either claim the eGift, or confirm their address if the gift is a marketplace or bundle.

4. This will follow the same claim experience as the ones previously discussed depending on the campaign type.

Watch the video below to see the full experience if claiming a marketplace gift with address confirmation:

Watch the video below to see the full experience if claiming an eGift gift: