Access and permissions

Which Reachdesk users can use this feature? 

Admins and Campaign Managers can generate dynamic links for multiple use within automated campaigns. 

Can Senders generate links for multiple use? 

No. Users with “Sender” roles cannot generate these links themselves. However, an Admin or Campaign Manager can generate a link on their behalf using that specific user's connector.

How the dynamic link works

Where do the links in my emails lead? 

The link takes recipients through a secure "double-loop" redemption flow:

1. Entry: The recipient clicks the link and is prompted to enter their email address.
2. Verification: Reachdesk checks if that email exists in your selected integration (e.g., Salesforce, HubSpot).
3. Security Email: If the contact exists, Reachdesk sends a new, unique email to the recipient's inbox.
4. Claim: The recipient opens that second email to access the actual gift claim page.

The verification email generated by a multi-use link does not contain the final gift card code. It only validates the recipient's identity and provides access to the brand selection screen.

Can recipients claim on this link more than once? 

No. A dynamic link can only be used once per recipient, per campaign.

Is there a cap on how many times I can send the dynamic link? 

There is no cap on how many times you can send the link overall. However, the same recipient can only redeem one gift per campaign using that link.

If you send the link again to the same recipient for the same Triggered Campaign, they will see an error.
 

Can I customise the claim page that recipients see after clicking on the dynamic link?

No, unfortunately this page cannot be edited, but you can update your logo and other Branding settings under 'Organisation' > 'Settings'.
 

Budget and billing

Where will budget be taken from when using this feature? 

Budget is taken from the sending user you selected during link generation.

What happens if the budget runs out? 

If a recipient tries to redeem and there is no budget:

• The send moves to Pending status.
• An Admin or Campaign Manager must top up the wallet (Balances > Wallets) and then manually approve the send via the Sends page (filter by Status: Pending).
• The recipient will see this the following message:

When will budget be taken?

• eGifts: Budget moves to "Unclaimed" balance when the recipient clicks the link; it is fully deducted upon redemption.
• Physical gifts: Budget is deducted when the recipient completes the address confirmation step.
• Returns: Budget is returned to the wallet if an eGift is not redeemed or if a physical gift recipient fails the confirmation.

Security

Reachdesk verifies the email exists in your integrated platform first to ensure only the intended recipient can access the gift. 

If a contact does not exist, then they will not be able to redeem and will be met with the error page below:

This prevents "link sharing" from draining your budget and ensures every send is tracked back to a valid record in your integration.

 

Status tracking and integrations

Do send statuses change when sending in this way? 

Statuses are only updated after a recipient clicks the link. Mapped statuses include:

• eGifts: Clicked, Claimed.
• Physical gifts: Clicked, Address Confirmed, Processed, Shipped, Delivered, Cancelled, Returned.

Will my sends track back to my chosen integration? 

Reachdesk tracks interactions after the link is clicked. Behavior varies by platform:

• Salesforce: Updates status on the Campaign Member record and creates tasks (requires Reachdesk campaign sync).
• HubSpot: Updates the custom Reachdesk activity event.
• Pardot: Reachdesk does not track activity directly to Pardot Prospect records. To track redemptions, you must sync your Reachdesk campaign with a Salesforce Campaign.
• Marketo/Eloqua: These do not currently track back to the platform; redemption statuses are only visible within Reachdesk.
• Outreach/Salesloft/Dynamics: Standard task/activity updates will fire once the link is clicked.

 

Troubleshooting redemption errors

My recipient got an error message when trying to claim their gift. Why? 

Common reasons include:

• Missing required fields in your integrated platform:
  • Physical gifts: Contact must have first name, last name, email, and country.
  • eGifts: Contact must have first name, last name, and email.
• Recipient already claimed the gift: They will be blocked from a second redemption.
• Recipient does not exist in the selected platform: If the email entered doesn't match a record in your CRM, they will see an error message.