Chloë Donegan

The Analysis Tab reveals how gifting is being applied throughout the opportunity lifecycle. It has been created to help customers be as successful as possible by enabling them to analyse their gift...

    This is an email that goes out to all Reachdesk every month detailing number of sends and claims over the time period, available budget, along with some campaign inspiration to encourage furth...

  The Recipients tab provides an overview of all outreach to every recipient contacted with the offer of a gift.    Recipient Insights   See how much has been spent on each recipient - On this tab ...

To facilitate the sending of gifts, recipients need to be alerted that a present is waiting for them! For physical gifts, recipients are asked to confirm which address the gift should be sent to. ...

In the Send Engage flow a user can choose to send a physical gift in a number of ways.   If the Sender chooses to (1) ask the user to confirm their address and (2) notify the recipient via e...

  On the Influence Tab within Insights you can see Revenue influenced through gifting, broken down by campaign, team and sender. Note - first release is compatible only with Salesforce opportuniti...

The overview tab is mission control of gift sending and claiming, broken down by gift type and engagement method. Includes benchmarking against Reachdesk averages.   Engagement and Usage insights ...

    The Opportunities tab shows details of opportunities influenced with gifting and provide the ability to filter by Opportunity state and type, provided the customer is using Salesforce as a CRM...