If you'd like to send the same gift to multiple recipients from Pardot emails, we've got you! Our dynamic link feature allows you to do just that.
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 Pardot.
Bottom link: Use this when sharing the link anywhere else.
The link is also saved within the campaign for future use.
Note: When hyperlinking it into your Pardot email; please use the 'other' protocol:
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 connected Pardot instance.
Security Email: If a match is found, Reachdesk sends a second email to that address with a unique, secure claim link.
Claim: The recipient opens that second email to access the gift claim or address confirmation page.
Recipient data requirements
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.
Pardot record requirement
The recipient must already exist in Pardot. If they do not, they will see the following error message:
Usage limits
Links can be used only once per recipient, per campaign. If a recipient tries to claim a gift from the same campaign a second time, they will be blocked.
Gift status updates in Pardot
We don't support recording activity in Pardot currently, but you can track back to Salesforce campaigns.
Salesforce Campaign Sync
If your Reachdesk campaign is synced to a Salesforce Campaign, Reachdesk updates member statuses from "Clicked" onward.
For eGifts: Clicked, Claimed. (Sent/Opened are tracked by your email tool).
For physical gifts: Processed, Shipped, Delivered, Cancelled, Returned.
Budget and spending guidelines
Where budget is deducted from
Budget is taken from the Sender user selected in the campaign settings.
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>"
When budget is 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.
If an eGift is not redeemed or a physical gift address is not confirmed, the funds remain in/return to the user's wallet.
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 (Salesforce emails, LinkedIn, Slack, external email, etc.) as long as the recipient exists in the sender’s connected integration.
Reachdesk checks the recipient exists in the selected CRM/enablement/marketing automation tool before allowing redemption.
Works for e-gifts and physical gifts (with Address confirmation).
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