Daisy Recto
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Recent activity by Daisy Recto-
How to use the Reachdesk App in Salesloft
How to use the Reachdesk app in Salesloft Option 1: Add Reachdesk as as step to your cadence How to add Reachdesk as a cadence step Watch how to add Reachdesk as a cadence step here or follow the...
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Shipping to Events (via Platform)
You can now ship items from our warehouse to events directly from the platform! Who has access to ship items from our warehouse to events? Customers who have access to events shipping based on ...
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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...
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Bundle Campaign Packaging Terms and Conditions
Packing requirements The packaging can be a really important part of the gifting experience so we want to work with you to ensure a smooth experience.Some examples of packaging requests: Add crink...
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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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Apply warehouse item cost to total gift spend and ROI
When sending bundles from our warehouse, we only charge the user the shipping and handling fee. Usually the items are either sourced directly by customers, or sourced by our Professional Services t...
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How to add a user to multiple teams
A user can be added to multiple teams to give access to: Team wallets from different teams - if you want to take funds from another team's wallet when sending a gift or using triggered campaigns C...
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Connect Salesforce with Reachdesk to report on gifting ROI
How to setup Reachdesk Insights to sync data from Salesforce 1. Ensure you have at least one user integrated with Salesforce. We automatically select the first user who integrated with Salesforce ...
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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 ...