Sending your Manual Marketplace Campaign

Marketplace Campaigns allow you to send physical gifts directly to recipients without needing to hold inventory in a Reachdesk warehouse. Marketplace gifts are fulfilled and shipped by our Marketplace vendors.

This guide walks you through how to send a Marketplace Campaign from start to finish.

Before You Start

Before sending a Marketplace gift, make sure:

• You have access to an active Marketplace Campaign.
• You have sufficient funds available to complete the send.
• You have the recipient's first name, last name, email address and country.
• The selected Marketplace product is available for the recipient's location.

Send a Marketplace Gift Step by Step

1. Select the campaign

Go to Send Gift and select the Marketplace Campaign you want to send.

You can use the available filters to help find the campaign you need.

If your organisation uses a Sender's Choice Marketplace Campaign, you may instead see a Pick your own gift option. Select this to browse the Marketplace and choose a gift within the budget configured by your Admin or Campaign Manager.

2. Add the recipient's details

Under Who is the recipient?, enter your recipient's details.

For Marketplace sends, you'll need the recipient's:

• First name
• Last name
• Email address
• Country

Depending on the integrations available to your organisation, you may also be able to search for and select a recipient directly from an integrated platform.

3. Review gift details and the personalised message

On this step you can review the marketplace product that is included in the order.

If personalization has been enabled for the campaign, you'll also have the option to customize the message the recipient receives.

4. Add or request the delivery address

You'll be asked whether you know the recipient's delivery address.

If you know the address

Select Yes and enter the recipient's delivery details.

Depending on the campaign settings, you may then be able to:

• Request address verification: The recipient receives an email asking them to review and confirm their delivery details before the gift is processed.
• Skip address verification: The gift proceeds using the address you've entered without asking the recipient to confirm it.

If you don't know the address

Select No and ask the recipient to provide their delivery details.

You can either:

• Send an address confirmation email directly from Reachdesk, or
• Generate an address confirmation link that you can share with the recipient yourself.

The recipient will then enter or confirm their shipping information before the gift can proceed.

5. Personalise the Address Confirmation page

On the next step you will be able to personalise the page where the recipient will be able to confirm his delivery address. This will only be possible if the option to edit during the send flow is enabled ton the campaign settings page. 

6. Select the payment wallet

If you have more than one wallet linked to your user with enough funds to pay for the send, on the next step you will need to choose which one you want to use.

7. Review the send

Before submitting the gift, review the details carefully on the last step. If anything needs to be changed, return to the relevant section before completing the send.

What Happens After You Send?

What happens next depends on whether the recipient needs to confirm their address.

If address confirmation is required, the gift will not proceed to fulfilment until the recipient has completed the required steps.

Once the necessary recipient and delivery information is available, the Marketplace vendor will process and fulfil the order.

Marketplace gifts are fulfilled directly by the vendor rather than from your Reachdesk warehouse inventory.

If shipping notifications are enabled for the campaign, the sender and/or recipient can receive updates as the order progresses.