All articles have been moved to https://support.reachdesk.com. Please find this articles in https://support.reachdesk.com/hc/en-gb/search?utf8=%E2%9C%93&query=How%20to%20send%20a%20campaign.

It’s very easy to send a gift or e-gift to a prospect. Here is a refresher on how to build up a campaign. Let’s do it!!!

Please click the ‘Send Engage +’ button and select the campaign/gift you need to send to a prospect.

N.B. you can also filter the campaigns by type!!! and by team too if you are a RD admin

After selecting the campaign, it’s time to follow the magic four steps to engage with a prospect. In the step 1 you need to add personal details, this webpage will be different in case you are sending an e-gift or a physical gift.

  • E-gift

  • Physical gifts, in this case you can see also the confirmation address setup :)

Admins can customise the address confirmation email and the address confirmation page, please have a look at this article!

Let's go to the step 2...it's about the recipient, you can customise different fields, personal message in case you are sending an e-gift or a physical gift. The webpage of bundles is slightly different from the one of marketplace gifts.

  • E-gifts

  • Marketplace gift ( it varies according to the gift option) - physical gift

  • Bundle from one of our warehouses - physical gift

We are almost there...step 4, it's the last one to review your gifts before sending them to prospects! Just click 'submit' and congratulations...job done!

  • E-gift

  • Marketplace gift ( it varies according to the gift option) - physical gift

  • Bundle from one of our warehouses - physical gift

After the last step you will be able to check the status of your gifts from the sends tab. E-gifts will be sent out immediately, like an ordinary email. In case of physical gifts you will have a 30 mins window to cancel or edit your orders. After that window expires please reach out to us at support@reachdesk.com in case of further assistance.

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