Use Reachdesk’s dynamic link feature to send the same gift link to multiple recipients through HubSpot Sequences and HubSpot Marketing Emails.
Who can generate links
This feature is available to Admins and Campaign Managers. They can generate a link on behalf of another user/sender (using that sender’s connector). Access to this feature is found within automated campaigns.
How it works
Step 1: Enable link generation in your campaign settings
Open the relevant Reachdesk automated campaign.
Go to your Send settings.
Select the Sender user. (Note: The Sender user you choose is the account whose budget will be used. Ensure they have sufficient funds for your expected volume.)
Click on Generate link to include in CRM or marketing automation emails.
Step 2: Save and copy the correct link
After you save, a pop-up modal provides your link(s):
Top link: Use this when placing the link inside HubSpot.
Bottom link: Use this when sharing the link anywhere else.
The link is also saved within the campaign for future use.
Redemption flow and requirements
What recipients experience (2FA)
To ensure the gift reaches the intended recipient, Reachdesk uses a secure "double-loop" flow:
Initial Click: The recipient clicks the dynamic link.
Verification: They land on a page asking for their email address.
CRM Check: Reachdesk checks if that email exists in your HubSpot instance.
Security Email: If a match is found, Reachdesk sends a second email to that address. This email contains the link to select their eGift or confirm their delivery address.
Claim: The recipient opens that second email to access the gift claim or address confirmation page.
Recipient data requirements
You must use a pre-made HubSpot templated email. This feature does not work with free-text (one-to-one) emails.
For a recipient to redeem successfully, the following fields must be populated on their record:
Physical gifts: First name, Last name, Email, and Country.
eGifts: First name, Last name, and Email.
To see gifting activity in HubSpot, you must manually go to a Contact’s timeline, click Filter activity, and ensure the Reachdesk checkbox is selected.
Gift status update in HubSpot
Reachdesk tracks statuses once the recipient clicks the link in the initial email.
Statuses for eGifts
Clicked: Recipient clicked the link in your email.
Claimed: Recipient claim the gift card.
Delivered: The gift card code has been sent to the recipient.
Statuses for Physical Gifts
Clicked: Initial link click.
Address Confirmed: Recipient provided their shipping details.
Processed/Shipped/Delivered: Standard warehouse tracking updates.
Benefits of using a multi-use gift link
One link works for multiple recipients (no need to generate links one-by-one).
You can send the link from anywhere, as long as the recipient exists in the sender’s connected integration.
Reachdesk checks the recipient exists in the selected integration before allowing redemption.
Works for e-gifts and physical gifts (with Address confirmation).
Frequently Asked Questions
Where is budget deducted from?
Budget is taken from the Sender user selected in the campaign settings.
When is budget deducted?
eGifts: When the recipient clicks the gift link, the amount is moved to Unclaimed balance. It is fully deducted from the wallet once they select their brand.
Physical gifts: Budget is deducted only when the recipient clicks the link in the second (2FA) email to confirm their address.
What happens if budget runs out?
If the Sender's budget is exhausted:
The send moves to Pending status in Reachdesk.
An Admin must top up the budget.
The Admin must then manually Approve the pending send.
The recipient will see the following message if they attempt to redeem before the budget is cleared:
"Your email will be with you soon. Once we've checked everything is okay with your gift, it'll be sent to <recipient's_email>"
Why is my recipient seeing an error?
The recipient must exist in HubSpot. If they are not in your instance, the security check will fail. Additionally, for physical gifts, if the recipient enters a country not supported by your warehouse/contract, the claim will be blocked.
Why is the link not working in my HubSpot email?
Ensure you aren't using a "free-text" email. The dynamic link relies on HubSpot’s templating engine to identify the recipient. Only HubSpot Sequences and HubSpot Marketing Emails are supported.
Why can’t I see the "Sent" status in Reachdesk?
Reachdesk cannot track the "Sent" or "Opened" status of HubSpot emails. Please refer to your HubSpot Email Performance reports for those specific metrics.
Can a recipient claim the gift twice?
No. Links are restricted to one use per recipient, per campaign.
Can I use HubSpot personalization tokens to bypass the email entry step?
No. This manual email entry step is a mandatory part of our "double-loop" security verification. Even if you use HubSpot personalization tokens (like {{contact.email}}) in your sequence or marketing email to link to the gift, the recipient will still be prompted to manually enter their email address upon clicking.
This ensures that the person claiming the gift is the intended recipient and exists as a contact in your HubSpot instance, preventing unauthorized claims if the link is forwarded. There is currently no way to bypass this step using CRM merge fields.
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