Building your Campaigns 👷‍♀️

First off click Campaign, then New Campaign. You will then be able to select one of three options:

The Bundle.

Here's a helpful video going over this process.

The packaging can be a really important part of the gifting experience. Please make sure it's engaging enough by adding detailed instructions to our local warehouse team. Please find more information here. 

At a campaign level you are also able to set permissions for a campaign. Please find all the relevant info here.

Reachdesk has a selection of integrations that individual users can pull contact data from their CRM or Sales Engagement platform in real-time so that sends can be made in a matter of seconds! The Integrations section is the right place to learn how to integrate your CRM within Reachdesk!

Not sure about the recipient address? Not a problem. In here we show how to set up the address confirmation!

Select the team who can access the campaign and then click "Save Campaign"! This will then appear in your "Campaigns" tab. 

The Gift Card and Cash Cards (Reward Pass and Visa).

Here's a helpful video outlining this process.

The gift cards are sent as an email so make sure you add in a template including subject line and body. Remember you can add modifiable fields by pressing {. 

At campaign level you are also able to set permissions for a campaign, please find all the relevant info here.

Reachdesk has a selection of integrations, individual users can pull contact data from their CRM or Sales Engagement platform in real-time so that sends can be made in a matter of seconds! The Integrations section is the right place to learn how to integrate your CRM within Reachdesk!

Once you’re ready review the campaign and then click "Save campaign"!

The Marketplace.

Here's a helpful video outlining this process.

Reachdesk marketplace allows you to choose from a range of confectionery, flowers, cakes, office & tech and many more from approved third party providers so you can send gifts on a 1-to-1 basis as an out-of-the- box feature. All items can be customised to give that personal touch. Perfect for those moments when you want to stand out and delight prospects or reward existing customers.

1. Make sure you're selecting the right product by using all the available filters. How to use the Marketplace section available here. 
2. Enter campaign name e.g. More Brownies for Stefano 
3. Add a campaign image for your reference :) This step is not mandatory. 
4. By default 'empower your sender' and 'offer recipient choice' are active. Please find out more below:
   1. 'empower your sender'
   2. 'offer recipient choice'
5. Add a gift note or if required please tick the "Allow recipient to exchange the gift for another of the same or lower value" option.

   The same gift note is used if the gift is exchanged so please keep the note generic. It means that users in your team can personalise the note. If you don’t want them to have this ability then just untick. 

At campaign level you are also able to set permissions for a campaign, please find all the relevant info here.

Reachdesk has a selection of integrations, individual users can pull contact data from their CRM or Sales Engagement platform in real-time so that sends can be made in a matter of seconds! The Integrations section is the right place to learn how to integrate your CRM within Reachdesk!

Not sure about the recipient address? No problem, here how to set up the address confirmation! 

Select the team who can access the campaign and then click "Save Campaign"! This will then appear in your "Campaigns" tab.