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If you'd like to send multiple gifts at once directly from your Salesforce marketing or email tool, we've got you! Our dynamic link feature allows you to do just that.
Currently this feature is only unlocked for admins. Admins can generate a link on behalf of other users/senders (using the sender's connector), but access to this feature is locked to admins (within triggered campaigns).
How does it work?
Select the Salesforce campaign you want to sync your updates to and set your status mapping:
Within the campaign automation section of a triggered campaign, you'll now see the option to 'generate a link for multiple use' once you have picked your chosen connector (Salesforce). Note: this connector is where the budget will be taken from for any sends executed via this link, please make sure there is enough budget to cover your anticipated number of sends.
Once saved, you will get your link via the pop up modal below:
The link will be saved within the campaign moving forward, too:
You can use that link within an email in Salesforce, to send gift links (e-gift cards and physical) to multiple people at once.
Note: when adding a Reachdesk link into a manual Salesforce email, be sure to remove the https:// that Salesforce adds. Otherwise the link won't work!
What do I need to know?
Where do the links lead recipients?
For e-gift cards: the link will lead a recipient to the page to pick their gift card of choice (a dictated by your campaign).
For physical gifts: the link will lead a recipient to the address confirmation page.
Who can use it?
Currently this feature is only unlocked for admins. Admins can generate a link to be used by other users/senders. Admins can also select the relevant user's connector to ensure budget is deducted from their balance for sends executed in this way.
What happens with gift send status updates?
Salesforce Campaign Sync
If you have synced to a Salesforce campaign, we will change statuses from 'clicked' onwards, mapped statuses will remain as:
sent (not tracked, but tracked in your Salesforce email reports)
opened (not tracked, but tracked in your Salesforce email reports)
for e-gift cards
for physical gifts
When sending out of Salesforce, the tasks you will see are:
for e-gift cards
for physical gifts
Sending and redemption requirements
Recipients must have a first name, last name, email and country populated in your integration to enable them to redeem a physical gift.
Recipients must have a first name, last name and email populated in your integration to enable them to redeem an e-gift.
The recipient must exist in Salesforce as a contact or lead to be able to redeem your gift, otherwise they will be met with an error like the below:
Links can currently only be used once per recipient, per campaign. If a recipient tries to claim more than once, they won't be able to, and will be met with an error like this:
Budget will be taken from the connector chosen under Campaign Automation. If your budget runs out and a recipient tries to redeem, they will move to your 'pending' sends and you will need to head into Reachdesk, top up your budget, then approve the send for the gift to then be sent. The message the recipient will see, will look like the below. Please make sure where possible, that the connector you have chosen has the budget needed to facilitate the anticipated number of sends you intend on executing with this link.
For e-gift cards, as soon as someone clicks on the gift link within your email, balance will move into unclaimed balance, and be taken fully if they redeem.
For physical gifts using address confirmation, budget will be deducted when the recipient clicks the link in the email to confirm it's them who filled out the address confirmation.
In both instances, budget will be returned if a gift card is not redeemed and for physical, if a recipient does not confirm they were the redeemer.
What does the redemption flow look like for e-gift cards?
What does the redemption flow look like for physical sends? (Using address confirmation only)
What are the benefits of using this feature?
You can generate one link for multiple use. No more generating links one by one every time you want to send the same gift, to multiple people! Simply copy the link once and use time and time again.
You can automate sending. Here are a few scenarios:
Add the gift link into automated emails within your Outreach sequences and SalesLoft cadences. Pop the link in, and let them run.
Add the gift link seamlessly into your Marketo, Eloqua, HubSpot and Microsoft Dynamics emails to send gifts to multiple contacts at once, whether that be to event attendees, groups of customers or target prospects. Using your own email templates means you can keep consistent with your branding and control preferences within your tools.
Add a link into your automated email outreach to request/book meetings, follow up and nurture relationships.
It's secure! When a recipient tries to redeem, we will cross check to see if they exist within your chosen CRM/Enablement/Marketing Automation tool, and only let them redeem if they do.
It can be used for e-gift cards and physical gifts (using the address confirmation feature)!