Daisy Recto
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Articles
Recent activity by Daisy Recto-
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 ...
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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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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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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 add a low balance alert against a wallet
Users with an admin role are allowed to set a low balance alert against the following wallets: User wallets Team wallets How can an admin set a low balance alert against a wallet? Go to Balances...
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How to transfer credit between different wallets
As long as you have an admin role, you can transfer credit between different wallets in the platform, as long as the wallet exists. How can credit be transferred between wallets? Click on Walle...
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Automatic currency conversion on sends
Select any payment currency to send campaigns Instead of managing balances in multiple currencies, users can now select any payment currency they want to use to send any campaign from our platfo...