Daisy Recto
- Total activity 70
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 35
Articles
Recent activity by Daisy Recto-
Update pending sends from bundle campaigns due to out of stock items
If a bundle campaign is sent either using our triggered campaigns or our landing pages, the gift sends will automatically be set to have a "pending" status if there are required items that go out o...
-
Personalize address confirmation when sending
When sending a bundle or marketplace campaign, admins and campaign managers will have the option to allow the sender to personalize the address confirmation email and landing page when sending. Thi...
-
Configure suspicious claim checks and email/domain blocking
As an admin, you can go to Organization > Settings > Claim Setting tab to access enhanced security features to ensure your gifts are not being claimed by fraudulent individuals. We offer the follow...
-
How to update your Organization's claim settings
To go to your Claim Settings, go to Organization > Settings > Claim Setting tab. Only admins have access to view and edit this page. What settings can you update? Recipient requirements: You can...
-
How to update Organization settings
Go to Organization > Settings page to have access to the following settings: Domains Add different email domains so that you can customize the email of where the gift will come from Claim Setti...
-
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...
-
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...
-
Adding Credit to Company, Team or User Wallets
This will help guide you on how to top-up your company, team and user wallets. How can I add credit to my company, team and user wallets? Go to: Balances > Wallets Click on Add Credit o...
-
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...
-
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...