Everything you need to know to about Reachdesk's Chrome Extension.
What does the Reachdesk Chrome Extension do?
Using this extension, you can send gifts directly from your CRM or Marketing Tool, without needing to do so via the Reachdesk platform. Simple click on the extension while on the Contact page in your CRM to auto-populate the Contact's information, then select the desired campaign and send - that's all folks!
In order to use the Extension in your CRM or Marketing Tool, please ensure you've first integrated with the relevant platform. This can be found in the platform by navigate to Settings > Integrations page.
Step 1: Log into Reachdesk, there will be a message at the top of the screen to install the Chrome Extension. Click the link in this message.
Step 2: Click “Add to Chrome” button.
Step 3: In the pop-up window click “Add Extension.”
Step 4: You are all set! Click on the Extensions button in your Chrome window and then click on the Reachdesk option to open.
How to Use the Reachdesk Extension
Please navigate to the Contact / Lead page in your CRM. Next, open the extension to auto-populate the contact's information. Finally, select your desired campaign, customization options, and Send when ready!
In the event the extension is no longer loading any content, please login to Reachdesk and navigate to Settings > Integrations page, then ensure the integrations is connected. It's possible your integration was disconnected, for instance if your access token was revoked by Salesforce, in which case reconnecting to the integration will resolve the issue.
In the event the extension skips past the contact information step in the Send flow, please restart your browser. If this does not resolve the issue, you may need to clear Browser Cache as well. If issues persist, please contact Support@Reachdesk.com