Daisy Recto

With this feature, you can set a quarterly limit on how much each team can send gifts that are stored in our warehouses. This will help you control and reserve gifting inventory between different t...

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 ...

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...

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 ...

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...

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...

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...

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 ...

  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 t...

  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...