Watch the video below or follow the instructions below for how to create an eGift manual campaign:

1. Go to Campaigns > Click on "New Campaign" > eGift
2. The first time you create a gift card manual campaign, you will be asked to setup your min and max budget. You can add this and save this as your default. Click on "select cards" to view the gift card catalog.

3. Use the filters as needed to filter the gift cards you want to select. Once you are done selecting the gift cards you want to send, click on "Update campaign"

4. You will see the page below:

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

• Overview
• Gift details
• eGift email
• Sync gift activity
• Cost summary
• Send options

• Claim 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: This campaign type does not have a pre-set wallet in the settings. Since manual eGift campaigns allow for a flexible gift value, the sender will select the payment source during the "Wallet" step of the actual send flow.

Gift details

• You can view the total number of gift cards selected for this campaign in the Gift details section
• Update your gift cards using the "Update selection" button
• Set the min and max budget range that your senders can send:
  • For e.g. if you put 10 to 50 USD, when sending this campaign, your users can add a gift amount within 10 to 50 USD. If they send 25 USD, only gift cards that cost up to 25 USD will be claimable by the recipient. This will also depend on whether the gift card can be claimed in the recipient's country.
  • Note that the min and max budget has to be between the min and max allowed for all gift cards chosen.
• Optional: Select a main eGift card option. This gift card will be highlighted in the eGift email. We recommend selecting one if you want a specific gift card to standout. 

eGift email

• Click on the "Preview & edit" to show the eGift email editor
• Update the default values that will appear to senders when sending this campaign and click "Save"

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:

• Estimated cost for sending this eGift - the final gift amount will be chosen by the user when sending this campaign

Note that all costs are shown in your preferred currency (you can update this in your profile page).

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.

FAQs

Why can’t I save changes to my Gift Card campaign?

If you’re unable to save updates to your Gift Card campaign, it is usually because the required email template has not been saved.

How to resolve:

1. Go to the eGift Email section on the campaign settings page and click on Preview & Edit;

1. Ensure all required fields are completed.

2. Click Save on the template.
   
   
    

3. Return to the campaign and save again.

Why doesn’t my Gift Card manual campaign appear when I click “Send Gift”?

If an active campaign is not visible when selecting “Send Gift,” check the following:

1. Wallet Balance

Your user must have sufficient funds in their wallet. If the wallet balance is zero or insufficient to send the campaign, the campaign may not appear.

2. Team Filters

The campaign may be restricted to specific teams.

• Confirm your user belongs to a team that has access to the campaign.

• Check whether active filters are hiding certain campaigns: On the “Send Gift” page, review the selected team filters at the top of the screen. If a team is applied, you can remove it by clicking the “X” next to the team name. This will clear the filter and display all campaigns available to you. 

Note: Users with Sender permissions are only able to see teams assigned to their teams and can't remove the Team filter.

If both conditions are met and the campaign still does not appear, please contact Support.

I sent an Engage to the wrong country and my recipient can’t claim a gift card available in their country. How can I fix this?

If the recipient has not yet selected an eGift card brand, an admin or campaign manager user can still add additional gift card brands to the same campaign. Once added, the recipient will be able to view and select from the newly available options on the redemption landing page. This allows you to resolve the issue without needing to cancel the original send and create a new one.

How can I resend the claiming link to my recipient?

If a recipient has not yet claimed their gift card and the gift has not expired, you can easily resend the claim link directly from the platform. This is useful if the recipient cannot find the original email or if the message was accidentally deleted.

The claim link allows the recipient to open the redemption page and select their preferred gift card brand.

• How to Find and Resend the Claim Link

To resend the claim link, you need to locate the original send in the Sends page.

Follow these steps:

1. Go to the Sends page in the platform.
2. Use the filters on the right-hand side to locate the send. Searching by the recipient’s name is usually the quickest option.
   
   
    
3. Click on the relevant Engage/send.
4. On the Engage details page, you will see the claim link along with the send information.
5. Copy the claim link and resend it to the recipient using your preferred communication method.
   
   

Once the recipient receives the link, they can open it and claim their gift card as normal.

✅ This process does not create a new send and does not change the gift value or campaign settings. It simply allows the recipient to access their existing gift again.

Why do I have to set a minimum and maximum amount for my gift card campaign? 

When creating a gift card campaign, you are required to define a minimum and maximum amount.

These values control both:

• Which gift card brands can be included in your campaign
• The amount a sender can select when sending a gift on the platform.

 How it works

Each gift card brand has its own allowed value structure. This can be either:

• A range of values (e.g. $10 to $100), or
• Fixed amounts only (e.g. $10, $20, $30)

You can view these value rules directly in the Gift Card Catalogue by clicking into each gift card brand. This will show you the supported amounts for that specific card.

We recommend using the country filter and the minimum and maximum amount filters within the catalogue to quickly find gift card brands that match your requirements.

When you set your campaign limits, Reachdesk automatically filters and displays only the gift card brands that support amounts within that range.

What this means in practice

• You can only add gift card brands that support values within your selected minimum and maximum range;
• Brands with fixed values must have at least one value that falls within your range;

• This ensures that all selected gift cards can be successfully fulfilled at when placing a send from the campaign.

How can I check to which countries a gift card can be sent to?

You can access our eGift catalog and click on “Filters” and then filter by countries:

If a manual campaign is already set up, you can click on the campaign, and by scrolling down, you will see the countries in which that eGift card is available:

Can I send a gift card without recipient details?

When sending gift cards via manual or automated sends, the recipient’s first name, last name, email, and country are required, so it's not possible to place a send without these recipient's details.

If you don’t have these details, you can use a Landing Page campaign. This allows you to share a link with the recipient, who can then enter their own information and claim the gift card. Once completed, the send will be created automatically.

Is there a maximum number of gift card brands I can add to a campaign? 

Yes, you can add a maximum of 450 gift card brands to a campaign.