What are automated campaigns?

Automated campaigns are campaigns you can use to automatically send gifts via a CRM, marketing automation or HRIS integration. Use this to easily execute larger volumes of sends based on a workflow in your existing sales, marketing or HR tools.

How can I create an automated marketplace campaign?

Follow the instructions below for how to create an automated campaign related to a product from the Reachdesk marketplace.

1. Go to Automated Campaigns > Click on "New Automated Campaign" > Marketplace
2. Select a gift from the Marketplace catalog
3. After selecting a gift, you will see the page below. 

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

• Overview
• Gift details
• Automation rules
• Send gift with address confirmation
• 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 Sending user that will be used to send the gifts automatically (Note that users have to integrate in the Integrations page first in order to be used as a sending user)
• Select the Wallet that will charged when gifts are sent 

Gift details

• Easily view details about your marketplace gift by selecting the gift image or the gift name 

• Update your gift using the "Update selection" button
• Set the default gift details, and use the lock/unlock icons to control if your sender has access to customize the details when sending
• We will automatically upload your branding logo to gift details that require your logo

Automation rules

Use this section to configure how you want to send your gift automatically. Depending on the integration provider, you can have the following options:

1. Send automatically from your provider (based on a criteria) - This works for Salesforce and HRIS providers. You can click on "Edit criteria" to configure the rules on when a gift should be sent to your recipient.
   • It will show the number of matching results after you configure the criteria
   • Enable "Send gift to existing and new matching results" to send it to existing matching results, and to new ones

2. Send automatically from your provider (based on a webhook or additional configuration) - This is available for Hubspot, Marketo, Eloqua and Influitive. In these cases, you will have to follow our integration guides to complete the integration setup process. 

3. Share a secure dynamic link - This works for all integration providers except for Influitive and HRIS. Use this to share a link as part of your workflows/cadences and for sharing gift links directly in emails and direct messages.

• Select this option and save your campaign
• After saving, you will be able to copy the links to add to your workflows, or to share to recipients directly

Send gift with address confirmation

• Enable this setting if you want to send an address confirmation email to the recipient. If it's disabled, the gift will be sent directly to the recipient's address saved in your CRM, Marketing automation or HRIS tool.
• Click on the "Preview & edit" to show the address confirmation email and page editor
• Update the message and click "Save"
• Update the expiry days of your gift as needed. Once expired, the gift will be cancelled.

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:

• Gift cost - The cost of the marketplace product
• Shipping and handling - The cost of shipping this marketplace product
• Total - The total 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).

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 - this is only available if the "share a secure dynamic link" option is the one selected on the Automation Rules section. If enabled, you can add a meeting URL to the dynamic link so the recipient will be required to book a meeting before claiming their gift. When triggering the sends via webhook, the option to add the calendar link won't be supported. 
• 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.
• Allow recipient choice - if enabled, the recipient can choose another gift that is the same or lower value of the main gift.
• Allow charity donation - if enabled, the recipient can choose to donate the gift value to a charity.

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.