If you'd like to send multiple gifts at once directly from your sales enablement, marketing or email tool, we've got you! Our dynamic link feature allows you to do just that.

How does it work?

1. On a triggered campaign, in the Send settings section:

If you select a Sending user that is from an integration with Salesforce, Hubspot, Marketo, Eloqua, Pardot, Microsoft Dynamics, Salesloft or Outreach, you will have an option to select "Generate link to include in CRM or marketing automation emails." It will say "The links will be displayed below once you save the campaign."
You can also configure your approval settings:
- By default "automatically approve gifts" is enabled
- To enhance security, we recommend disabling this so that all gifts claimed from dynamic links will be pending and require approval.

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2. After saving the triggered campaign, you will have two link options:

Link to use in your CRM or marketing automation platform: You can use that link within an email in your chosen platform, to send gifts (e-gift cards and physical) to multiple people at once.
Link to share directly with the recipient: This link does not need to be sent within an email in your CRM or marketing automation platform.

3. This will appear in a modal, and can also be viewed again when editing the triggered campaign.

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Note: Please check the sending and redemption requirements to understand who can claim a gift from this link.

What are the benefits of using this feature?

You can generate one link for multiple use. No more generating links one by one every time you want to send the same gift, to multiple people! Simply copy the link once and use time and time again.
If you choose to share the "link to share directly with the recipient," you can send the link from anywhere/any channel. You do not need to send this link from within your given CRM, it can be sent via Linkedin, email, slack, anywhere! The contact/prospect just needs to exist in the CRM you picked for the sending user to be able to redeem.
It's secure! When a recipient tries to redeem, we will cross check to see if they exist within your chosen CRM/Enablement/Marketing Automation tool, and only let them redeem if they do. You can also disable "automatically approve gifts" so all claims are pending and require admin approval.
It can be used for e-gift cards and physical gifts (using the address confirmation feature)!
You can automate sending. Here are a few scenarios:
- Add the gift link into automated emails within your Outreach sequences and SalesLoft cadences. Pop the link in, and let them run.
- Add the gift link seamlessly into your Marketo, Eloqua, HubSpot and Microsoft Dynamics emails to send gifts to multiple contacts at once, whether that be to event attendees, groups of customers or target prospects. Using your own email templates means you can keep consistent with your branding and control preferences within your tools.
- Add a link into your automated email outreach to request/book meetings, follow up and nurture relationships.

What do I need to know?

Who can use it?

Currently this feature is only unlocked for admins. Admins can generate a link on behalf of other users/senders (using the sender's user), but access to this feature is locked to admins (within triggered campaigns).

What happens with gift send status updates?

We can only see/update statuses after someone has clicked a gift link in your emails.

Tracked statuses will be:

For e-gift cards:

clicked
claimed

For physical gifts:

clicked
address confirmed
processed
shipped
delivered
cancelled
returned

Sending and redemption requirements

For a recipient to claim a gift from the link, the recipient must exist in your CRM or Marketing automation platform (based on the sending user you choose) as a contact or lead.
To redeem a physical gift, recipients must have a first name, last name, email and country populated in your integration.
To redeem an e-gift, recipients must have a first name, last name and email populated in your integration.
In case the link is forwarded to another individual and if they exist in your CRM or Marketing automation platform, this individual can also claim this gift so please review your sends on the Sends page carefully.
Links can only be used once per recipient, per campaign. Once a recipient has claimed a gift from the link on a specific campaign, this recipient will not be able to claim using the same link again. If you want to send another gift to this recipient, you will need to use a different campaign.
If the recipient does not exist in your chosen integration, they will see an error like this:

Budget and spending guidelines

The budget will be taken from the sending user chosen. This will be the on the Triggered campaign's Payment section.

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If your budget runs out and a recipient tries to redeem, the send will be 'pending,' which you can see on your Sends page. The message the recipient will see, will look like this:

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To approve a pending send due to insufficient funds, go to Reachdesk, top up the wallet allocated to your triggered campaign, then go back to the Sends page and approve the pending send for the gift to then be sent.
For e-gift cards, as soon as someone accepts the gift link, balance will move into unclaimed balance, and be taken fully if they redeem.

For physical gifts using address confirmation, budget will be deducted when the recipient clicks the link in the email to confirm their address.
In both instances, budget will be returned if the gift card is not accepted or the address is not confirmed within the gift expiration date.

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How can we help?

Generate a dynamic gift link for multiple use (via triggered campaigns)