First off click Campaign, then New Campaign. You can then select one of three options:
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Bundles
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eGift Cards
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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...π
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Enter campaign name e.g. On-Boarding Bundle.
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Add a campaign image for your reference :) This step is not mandatory.
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Select the right warehouse
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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.
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Upload your company logo.
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Select the perfect note template, font and its size.
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Add in modifiable fields by pressing { this will bring up a list of options including Recipients Account Name, Recipient's Name, Sender's Name etc.
The packaging can be a really important part of the gifting experience, let's make sure it's engaging enough by adding detailed instructions to our warehouse. Please find more information here.
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.
The Gift Card and Cash Cards (Reward Pass and Visa).
- Enter campaign name e.g. Pre Coffee Demo
- Add a campaign image e.g. if for a pre demo coffee then upload a coffee cup. This step is not mandatory.
- Select the gift card currency. This will be the currency used for the value of the amount sent. For example if I add 10 GBP and then I send an AUD e-gift that means the 10 GBP will be automatically converted in AUD. Please check here the e-gifting experience.
Select the e-gift cards, the filters will help you to find the most suitable e-gift according to the destination country
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 youβre 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.
- Make sure you're selecting the right product by using all the available filters. How to use the Marketplace section available here.
- Enter campaign name e.g. More Brownies for Stefano
- Add a campaign image for your reference :) This step is not mandatory.
- By default 'empower your sender' and 'offer recipient choice' are active. Please find out more below:
- Add a gift note or if required please tick the allow sender to choose a different value. It means that users in your team can personalise the note. If you donβt 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.
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