
Daisy Recto
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Recent activity by Daisy Recto-
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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Viewing suspicious claims on the Sends tab
For gift claims that are done through our landing pages, via our public API and triggered campaigns (including dynamic link), we have added two suspicious claim checks: Duplicate check: Check if t...
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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...
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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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Setting item send limits per team [Early Access]
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...
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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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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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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 this and where w...