Skip to main content

Search

How can we help?

Generate a gift link for multiple use via Microsoft Dynamics emails

  • Updated

 

If you'd like to send multiple gifts at once directly from your Microsoft Dynamics emails, we've got you! Our dynamic link feature allows you to do just that.

 

Important Note

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

 

How does it work?

Within the send settings section of a triggered campaign, you'll see the option to 'generate link to include in CRM or marketing automation emails' once you have picked your chosen connector (Microsoft Dynamics).

 

Screenshot 2024-01-02 at 16.49.16.png

Once saved, you will get your link via the pop up modal below:

Screenshot 2024-01-02 at 16.49.25.png

The link will be saved within the campaign moving forward, too:

 

Screenshot 2024-01-02 at 16.49.39.png

You can use that link within a Microsoft Dynamics email, to send gift links (e-gift cards and physical) to multiple people at once. Simply paste the link straight into the CTA within your email.

 

What do I need to know?

What does the redemption flow look like to my recipients?

Screenshot 2024-01-02 at 13.17.06.png

Who can use it?

Currently this feature is only unlocked for admins. Admins can generate a link to be used by other users/senders. Admins can also select the relevant user's connector to ensure budget is deducted from their balance for sends executed in this way.

 

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 remain as:

  • sent (not tracked, but tracked in your Dynamics email reports)

  • opened (not tracked, but tracked in your Dynamics email reports)

  • clicked (tracked, but also tracked in your Dynamics email reports)

  • claimed

for e-gift cards

  • clicked

  • address confirmed

  • processed

  • shipped

  • delivered

  • cancelled

  • returned

for physical gifts

 

Sending and redemption requirements

  • Recipients must have a first name, last name, email and country populated in your integration to enable them to redeem a physical gift.

  • Recipients must have a first name, last name and email populated in your integration to enable them to redeem an e-gift.

  • The recipient must exist in Microsoft Dynamics to be able to redeem your gift, otherwise they will be met with an error like the below:

    Screenshot 2024-01-02 at 13.35.53.png

  • Links can currently only be used once per recipient, per campaign. If a recipient tries to claim more than once, they won't be able to.

     

Budget/Spending guidelines

  • Budget will be taken from the chosen sending user within the campaign. If your budget runs out and a recipient tries to redeem, they will move to your 'pending' sends and you will need to head into Reachdesk, top up your budget, then approve the send for the gift to then be sent. The message the recipient will see, will look like the below. Please make sure where possible, that the sending user you have chosen has the budget needed to facilitate the anticipated number of sends you intend on executing with this link.

    Screenshot 2024-01-02 at 13.40.46.png

  • For e-gift cards, as soon as someone clicks on the gift link within your email, 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 it's them who filled out the address confirmation.

  • In both instances, budget will be returned if a gift card is not redeemed and for physical, if a recipient does not confirm they were the redeemer.

 

 
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.
  • 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.
  • 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.

 

 

 

Comments

0 comments

Please sign in to leave a comment.