FAQs for generating a gift link for multiple use

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).

For e-gift cards: the link will lead a recipient to the page to pick their gift card of choice.

For physical gifts: the link will lead a recipient to the address confirmation page.

There are a few reasons why this could have happened:

No, 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, and will be met with an error like this:

Budget will be taken from the connector chosen under 'Campaign Automation'. If your budget runs out and someone 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 this:

You can pick any connector, just be mindful that this is where the budget will be taken from. You may want to have one centrally controlled budget for initiatives sent in this way, or you may want to generate a link to be used per user, and let them control their own budget/sends.

Our 2FA (2 factor authentication) method makes sure of this. When a recipient (intended or not), clicks on the email you send, we will run a check to make sure they exist within your chosen CRM/enablement/marketing automation tool. If they do exist, we will send the gift card to their email to redeem.

If a contact does not exist in your CRM, then they will not be able to redeem and will be met with an error like the below:

Not at the moment, only admins are able to generate links for multiple use. These can be shared with senders, using a sender's connector. This is so that admins/power users have relevant control over what and how much is sent. The budget will come from the connector chosen under 'Campaign Automation'.

Flow for e-gift cards

For physical sends (using address confirmation only)

Once a recipient has picked the gift card they'd like to redeem, it will be delivered to them via email. This is our 2FA (2 factor authentication) coming into play, so we can ensure that the person clicking the link is the intended recipient (to stop hackers). We verify that the email exists within your CRM, if it does, we deliver the gift card to their email.

This email will come from gifts@reachdesk-mail.com. Every effort has been made to ensure these emails are spam proof.

This is our 2FA (2 factor authentication) coming into play; we need to verify that the person who confirmed their address is tied to the email you sent to in the first place (to stop hackers). The way we do that is by checking that their email exists within your CRM, if it does, asking them to validate that it was them who filled out their address to receive the gift (and not someone using their email to try to get a free gift 😅!)

Once a recipient has confirmed their address, they will be sent an email to confirm it was them redeeming the gift. This is our 2FA (2 factor authentication) coming into play, so we can ensure that the person trying to redeem via the email link, is the intended recipient (to stop hackers). This email will come from gifts@reachdesk-mail.com. Every effort has been made to ensure these emails are spam proof.

To ensure that only the intended recipient can claim a gift. Without 2FA, the potential for hackers to exploit these links and drain budget from your account is higher. This also means that you can track sends back to your integration of choice.

Not currently - the links have been specifically configured to read email addresses from within your chosen CRM/integration.

The same recipient can only redeem one gift per campaign, so be mindful that if you send this link to them again, they will be hit with an error.

There is no cap on the number of times the link can be sent or used, but please ensure you top up enough budget to cover all possible redemptions, otherwise your recipients will be kept waiting (until you top up your budget!).

Do the send statuses change when sending in this way?

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

Mapped statuses will remain as:

for e-gift cards

for physical gifts

Will my sends track back to my chosen integration?

We can only see and track interactions once a gift link has been clicked, since the emails will be sent out of your tools. Dependant upon which integration you select, the following will happen:

Salesforce - person added to campaign (if mapped in Reachdesk) and status changed as they interact with the gift (after clicking the link) and thereafter. A task is also created each time a status updates.

Marketo - we do not track back to Marketo programs at this time. You will be able to see interactions up till the point someone clicks a link in your emails, within Marketo. Otherwise, redemption statuses can be found in Reachdesk.

HubSpot - custom Reachdesk activity event updated once someone clicks on the gift link and interactions thereafter.

Eloqua - we do not track back to Eloqua contacts/activity at this time. You will be able to see interactions up till the point someone clicks a link in your emails, within Eloqua. Otherwise, redemption statuses can be found in Reachdesk.

Microsoft Dynamics - Reachdesk task updated once someone clicks on the gift link and interactions thereafter.

Pardot - we do not track back to Pardot at this time. You can sync with a Salesforce campaign which will add a recipient to that Salesforce campaign and their status will change as they interact with the gift (after clicking the link) and thereafter. 

SalesLoft - Reachdesk task updated once someone clicks on the gift link and interactions thereafter.

Outreach - Reachdesk task updated once someone clicks on the gift link and interactions thereafter.