
Carly Stevens
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Articles
Recent activity by Carly Stevens-
Outreach app errors and how to fix
From time to time, you may run into some errors when downloading or using our Outreach app. Below are some helpful tips to make sure you don't run into any road bumps. 1. You are not signed in Y...
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Downloading the Reachdesk App in Outreach
An Outreach admin will need to do this, and you will need to have already have your user created in Reachdesk. Steps to download the app Head to Outreach's marketplace, search for Reachdesk, and h...
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4 benefits of sending e-gift cards straight out of your Marketo emails
Making the most of Reachdesk's feature which allows you to send e-gift cards out of your Marketo emails Using this feature will enable you to: 1. Send emails from your own domain. ...
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How to connect Reachdesk to Outreach
There are two main ways that you can connect to your Outreach instance to Reachdesk, to start sending gifts. Depending on how you want to use Reachdesk within Outreach, you may prefer to choose one...
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Automate next steps in Outreach based on Reachdesk gifting activity
With the Reachdesk app, you can use our events to trigger next actions with your leads and contacta. This could be, adding someone to a sequence, or creating a task to follow up, if a prospect has ...
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Downloading the Reachdesk App in Salesloft
A Salesloft admin will need to do this, and you will need to have already have your user created in Reachdesk. Steps to download the app In Salesloft, head to Settings > Integrations Find the 'Re...
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How to connect Reachdesk to Salesloft
There are two main ways that you can connect to your Salesloft instance to Reachdesk, to start sending gifts. Depending on how you want to use Reachdesk within Salesloft, you may prefer to choose o...
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Sending an e-gift card as an Influitive Reward
If you'd like to setup an e-gift card as an Influitive reward, follow these steps to do so. 1. In Reachdesk, head to triggered campaigns. a) Create your e-gift card including default template: ...
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Sending a physical gift as an Influitive Reward
If you'd like to setup a Marketplace or Bundle as an Influitive reward, follow these steps to do so. 1. In Reachdesk, head to triggered campaigns. a) Create your campaign, filling in all the rel...
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Onelogin Setup (SSO Setup via SAML)
Reachdesk supports signing in via SAML with Onelogin. Once setup and enabled, the users within your organization will be able to sign in through your IdP (password authentication will become dis...