Daisy Recto
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Articles
Votes on activity by Daisy Recto-
Setup monthly or rollover budgets
Note: This is an older feature of how to setup budgets with Reachdesk. For how to do this with team wallets, please refer to this article. Option 1: Reset or rollover user budgets per month from ...
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Assigning Teams to Items
We understand that gift inventory is often shared between different teams, or owned by one team who want to control who has access to this inventory. To have better controls on which teams have acc...
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Sync gift spend to a Contact, Lead or Campaign Member in Salesforce
Use this feature to improve visibility on gift spend per recipient and measure ROI within your Salesforce instance. Overview If you have a Salesforce account integrated with Reachdesk, you can co...
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How can I control gift spend against my recipients?
At Reachdesk, we understand that our customers have internal and/or external policies that they follow when it comes to gifting customers, prospects, partners and employees. Please follow the ste...
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How estimated price is calculated when sending in bulk
What are the different factors that can affect the price of sending a gift? When sending in bulk, we calculate an estimated price depending on: the number of recipients the campaign type of the gi...
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Bulk Approve or Reject Pending Sends
There are cases where a gift send from a triggered campaign, bulk import, or a landing page (or Zapier integration) can go into a "pending" status. We have made the process easier when it comes ...
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How to use team wallets to send a gift
After a team wallet has been created, topped up and the user spend limits have been configured, the team wallet can be used by a user within the team to send a gift. There are different ways to...
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How to use team wallets to customize monthly user spend limits
How can monthly user spend limits be customised per team wallet? Go to Organisation > Balances > Wallets Select the Team Wallets tab Click on a Team Wallet you want to edit. (If you have not ...
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How to view and create Team Wallets
What are team wallets? A team wallet is a wallet that can store credit specific to a team. Here's a helpful video going over this feature. Who has access to team wallets? All admins have acces...
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Adding customs details to an item for international shipping
Why are customs details important? Customs details are required in order for an item to be shipped internationally, outside our warehouse's trade zone. For more information about tarrif codes, re...