Watch the video or follow the instructions below for how to create a manual bundle campaign with items from our warehouse:

1. Go to Campaigns > Click on "New Campaign" > Bundle
2. You will see the page below. 

4. Review the instructions on how to update each section below.

• Overview
• Gift details
• Address confirmation email & page
• Add specific packaging instructions
• Sync gift activity
• Cost summary
• Send options
• Claim options

• Notification options

   

Overview

• Add a campaign name and campaign image so users in Reachdesk can identify this campaign.
• Select the team(s) who will have access to send this campaign. If NO teams are selected, this campaign will not appear to users with a "sender" role.

Note: Unlike Automated campaigns, Manual campaigns do not have a pre-set wallet in the settings. The sending user will select their preferred user or team wallet during the actual send flow.

Gift details

• Select the warehouse you want to send from
• Search or select the gift item or grouped item you want to include in the campaign
• Optional: If you want to add an Amazon product to your campaign, turn on the setting. Add the min and max budget for your senders to choose a product from our Amazon catalog when sending the campaign.
• Add the min and max quantity you want your senders to be able to send.
• If you want to send this campaign to a country outside of our warehouse's trade zone, you must complete the customs details in the item page. If it's not completed, the item will have a "customs pending" label.
• To remove an item, just click on the "x" button.

Address confirmation email & page

• Click on the "Preview & edit" to show the address confirmation email and page editor
• Update the default values that will appear to senders when sending this campaign and click "Save"
• If you don't want senders customizing the message when sending this campaign, untick "Allow senders to edit" 

Add specific packaging instructions

• If you want to add packaging instructions, that is outside of our default packaging steps in the warehouse, you can toggle this on
• You can only add instructions related to how the items are packaged and the order of how they are packaged
• If you have any special packaging requests, please refer to the links to submit them. Note these are subject to additional fees.

Sync gift activity

• If you want to use Marketo or Salesforce to track gifting activity, select the Integration user that will be used to sync. The user must first connect their Reachdesk account with Salesforce or Marketo.
• Select the campaign or program you want to sync the gift statuses with
• Map the gift statuses from Reachdesk to your Salesforce campaign member status or Marketo program member status. You will see an indicator of which statuses are being synced below the Campaign field (e.g. Sync on Processed, Shipped, Delivered & Donated)

Cost Summary

You will find the following costs that will be charged to the user when this campaign is sent:

• Pick and pack fee - The estimated cost of picking and packing the items in this campaign
• Est. shipping - The estimated cost of shipping the items in this campaign
• Est. Amazon cost - The estimated cost of the Amazon product (if included) in this campaign, based on the minimum budget
• Total estimated - The total estimated cost the user has to pay to send this gift

Note that all costs are shown in your preferred currency (you can update this in your profile page). The final cost of shipping the bundle campaign will vary and will only be reflected after the order has been shipped.

Send options

The following settings are related to the send settings for this campaign:

• Require approval - if enabled, the gift status will be "pending" until the gift is approved by an admin
• Option to add meeting calendar - if enabled, the sender can add a meeting calendar link when they are sending, which would require the recipient to book a meeting in order to claim a gift.
• Set unlimited monthly spend - if enabled, you can add a monthly spend limit per user so users can only spend a certain amount on sending this campaign per month.

Claim options

The following settings are related to the send settings for this campaign:

• Remind to claim gift - if enabled, a reminder email will be sent to the recipient on the 2nd and 5th day after the gift email is sent. Note that this only works for campaigns sent via email.

Notification options

The following settings are related to the notification settings for this campaign:

• Send email updates for shipping, delivery and delays - you can configure to send all notifications to the sender, or recipient, or just choose to send a notification when the gift is delivered. 

FAQ

Why doesn’t my SKU appear in the dropdown on the Bundle Campaign settings page?

Scenario 1: SKU Hidden Due to Warehouse Stock Availability

If a SKU is missing from the selection dropdown while you are configuring a Bundle Campaign, it might be due to a Warehouse Mismatch. For a SKU to be eligible for a bundle, it must have available inventory in the specific warehouse assigned to that campaign.

Step 1: Identify the Campaign Warehouse

First, confirm which warehouse the campaign is pulling from. A campaign can only "see" inventory inside its assigned location.

1. Navigate to the Campaigns module in your dashboard.

2. Locate and click on the specific Bundle Campaign you are modifying.

3. Under the Gift Details section, locate the Warehouse field.

4. Note this warehouse name—this is the only place the system will look for your SKU.

Step 2: Verify SKU Availability in that Warehouse

Next, confirm that your specific SKU actually has stock sitting in the warehouse you identified in Step 1.

1. Navigate to the Warehousing > Inventory tab.

2. Search for the SKU that is missing from the dropdown.

3. Hover your mouse over the quantity in the Stock column to trigger the Stock Breakdown tooltip.

4. Check the Available count for the specific warehouse from Step 1.

   1. Crucial: If the SKU shows stock in "Warehouse A" but your campaign is set to "Warehouse B," it will not appear in the dropdown.

   2. Crucial: Only "Available" stock counts. If units are "Inbound" the SKU will still be hidden.

Scenario 2: Team Allocation & Permission Mismatch

If you have confirmed the SKU has stock in the correct warehouse (Scenario 1) but it still isn't showing up, the issue is likely Team Allocation.

For a SKU to be available for a campaign, both the Campaign and the SKU must be assigned to the same Team(s). If the campaign is restricted to "Team A" but the SKU is only assigned to "Team B," the system will hide that SKU from the campaign settings to prevent unauthorised spending.

Step 1: Identify the Campaign’s Assigned Teams

First, check which teams have permission to use this specific campaign.

1. Navigate to the Campaigns module.

2. Open the Bundle Campaign you are working on.

3. Locate the Team Access section.

4. Note all the teams listed here. If for "All Teams," the SKU should be visible regardless of its team setting. If specific teams are listed, proceed to Step 2.

Step 2: Check the SKU’s Team Allocation

Now, ensure the SKU you want to add is actually shared with those same teams.

1. Navigate to the Warehousing > Inventory tab.

2. Search for the missing SKU and click to open its details.

3. Look for the Team Access field within the product record.

4. Verify if the teams identified in Step 1 are checked/assigned to this SKU. If not, add and Save Item.