How to send a campaign

It’s very easy to send a gift or e-gift to a prospect. Here is a refresher on how to build up a campaign. Let’s do it!!!

Please click the ‘Send Engage +’ button and select the campaign/gift you need to send to a prospect.

N.B. you can also filter the campaigns by type!!! and by team too if you are a RD admin

After selecting the campaign, it’s time to follow the magic four steps to engage with a prospect. In the step 1 you need to add personal details, this webpage will be different in case you are sending an e-gift or a physical gift.

Admins can customise the address confirmation email and the address confirmation page, please have a look at this article!

Let's go to the step 2...it's about the recipient, you can customise different fields, personal message in case you are sending an e-gift or a physical gift. The webpage of bundles is slightly different from the one of marketplace gifts.

We are almost there...step 4, it's the last one to review your gifts before sending them to prospects! Just click 'submit' and congratulations...job done!

After the last step you will be able to check the status of your gifts from the sends tab. E-gifts will be sent out immediately, like an ordinary email. In case of physical gifts you will have a 30 mins window to cancel or edit your orders. After that window expires please reach out to us at support@reachdesk.com in case of further assistance.

Please note: If you select "Via a URL" option for Address Confirmation (i.e. generating the address confirmation link), the 30 minute grace period is skipped. In order to cancel these sends, please contact Support.