Daisy Recto
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Articles
Recent activity by Daisy Recto-
Add custom variable in a Marketo webhook for a triggered campaign
After you have connected Reachdesk with Marketo, you can use the Marketo webhook to push a custom variable from Marketo to a Reachdesk field. This is useful if you want to push any custom data, suc...
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Roles and Permissions
To control access and permission in the platform, users can be assigned to different roles. Admins - has full access to the platform. Campaign Manager - can create and manage campaigns an...
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How to automate gift follow ups with Reachdesk Plays in Salesloft Rhythm
By installing the Reachdesk app in Salesloft and having access to Salesloft Rhythm, you have access to plays that are automatically created based on a key gift status. These plays can help you wi...
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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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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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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 ...