Daisy Recto
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Articles
Votes on activity by Daisy Recto-
Shipping to Events (via Platform)
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 ...
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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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Bundle Campaign Packaging Terms and Conditions
Packing requirements The packaging can be a really important part of the gifting experience so we want to work with you to ensure a smooth experience.Some examples of packaging requests: Add crink...
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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...
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Pick a gift from the marketplace (new experience)
We have made it easier for users to send gifts from our marketplace without needing to create different campaigns. Note that this is still in early access so please contact your CSM if you want to ...
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Set monthly user spend limit for campaigns
Please read the following to learn how to control how much each user can spend on a particular gift campaign per month. Note that this is still in early access. Please reach out to your CSM if you ...
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Integrate Reachdesk with Gong
Reachdesk’s integration with Gong enables Sales, Customer Success and Marketing teams to track their gifting activity from Reachdesk within Gong, and send a gift directly from a Gong email. You can...
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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...
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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...
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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...