Daisy Recto
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Articles
Recent activity by Daisy Recto-
Gift claiming experience
There are different ways to send gifts from Reachdesk, which also means there are different experiences recipients can have when claiming gifts. This article outlines what your recipients will see ...
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Shipping to Events (via Platform)
Always ensure that the venue you are shipping to is aware you are doing so. Inform them of the recipient's name on the package so they can accept it upon arrival. Failure to do this can lead to shi...
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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 access ...
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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 Balances > Wallets Select the Team Wallets tab Click on a Team Wallet you want to edit. (If you have not created a Tea...
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Wallet Balances and Transactions
How to view, filter and export company and user balances and transactions Where can I view my wallet's balances? There are different areas in the platform where balances can be accessed. ...
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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 steps...
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Automatic currency conversion on sends
No more juggling multiple wallet balances! Users can choose any available payment currency when sending a campaign, regardless of the wallet’s default currency. This gives you greater flexibility ...
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Adding Credit to Company, Team or User Wallets
Whether you're managing company-wide gifting, supporting a specific team, or adding credit to a user wallet, keeping your balances topped up ensures your sends go out smoothly. This guide will wal...
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How to send items to our warehouse
Sending items to our warehouse is required so that you can send bundle campaigns, send swag to events and make gifts available in your store portals. Follow our guidelines below to ensure your item...
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Instructions for vendors shipping items to our Reachdesk warehouse
Shipping items to our warehouse is a simple 3-step process! Please follow the instructions below: Review our shipping standard procedures Add a Reachdesk packing slip inside your package Add a shi...