How to Send a Gift and Build Campaigns in Reachdesk

Sending gifts in Reachdesk is a straightforward process that involves selecting a campaign, entering recipient details, and customizing delivery options. This guide provides step-by-step instructions for both new and experienced users.

Overview of the Gift-Sending Process

Reachdesk allows you to send various types of gifts, including eGift cards, physical bundles, and marketplace products. The process involves:

1. Selecting or creating a campaign.
2. Adding recipient details.
3. Setting the gift amount and funding source.
4. Customizing the delivery method and message.
5. Reviewing and sending the gift.

Creating and Managing Campaigns

If you’re new to Reachdesk, you may need to create a campaign before sending a gift. Here’s how:

1. Create a New Campaign: - Navigate to the Campaigns tab and click New Campaign. - Choose the campaign type: eGift, Physical Bundle, or Marketplace Product.
2. Configure the Campaign: - Name the campaign and assign team access. - Select the gift(s) and set budget limits. - Customize the email or landing page message. - Adjust final send/claim options.
3. Save the Campaign: - Click Save to finalize the campaign setup.

Customizing Messages and Delivery Options

When sending a gift, you can choose between two delivery methods:

• Email: Add a personalized message using the text editor.
• Link: Generate a shareable URL to include in your own message. Note that the note field is hidden for this option.

Setting up the Campaigns

In order to send gifts to recipients, setup your campaigns first. Each campaign will have settings that you can configure to update settings about your gift, messages, claim options, send options and notifications.

Learn more about how to build specific gift campaigns at Reachdesk:

• Marketplace campaign 
• Empower the sender marketplace campaign 
• Bundle campaigns 
• eGift campaigns 
• Automated marketplace campaigns 
• Automated bundle campaigns 
• Automated eGift campaigns