Building your Campaigns 👷‍♀️ – Reachdesk Help Documentation

This article will outline the 3 campaign options on Reachdesk and how to build them.

First off click Campaign, then New Campaign. You can then select one of three options:

Bundles
eGift Cards
Marketplace

If you are looking for inspiration, please use one of our templates. With Reachdesk Playbooks your next campaign is just a few clicks away...🚀

The Bundle.

Here's a helpful video going over this process.

Enter campaign name e.g. On-Boarding Bundle.
Select the right warehouse.
Add a campaign image e.g. if for a pre demo coffee then upload a coffee cup. This step is not mandatory.
Use the drop down to select what items you would like in the box. Note you would need to have stocked your inventory first to do this.

Make sure you always add a handwritten note to increase response rate.

Upload your company logo.
Modify border of note, font and its size.
Add in modifiable fields by pressing { this will bring up a list of options including Recipients Account Name, Recipient's Name, Sender's Name ect.

Then click save! This will then appear in your Campaigns tab.

The Gift Card and Reward Pass.

Here's a helpful video outlining this process.

Enter campaign name and icon and decide gift card settings including currency min, max and default.

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 {.

Once you’re ready click save!

The Handwritten Note.

Name your handwritten campaign e.g. Event Invite. Select template, add logo, press save when you’re done and it will appear in your campaigns!

The Marketplace.

Here's a helpful video outlining this process.

Reachdesk marketplace allows you to choose from a range of confectionary, flowers, cakes and other perishables 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.

Make sure you’re selecting products from either the UK confectionery/gifts or the USA confectionery/gifts.
Note: Allow sender to choose different value, if ticked, means that users in your team can change the frosting flavour and/or the personalised note. If you don’t want them to have this ability then just untick.

Once you've completed your marketplace campaign, click save!

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