Help Docs

Updating your Inventory 📝

Say goodbye to storing swag in your office. With Reachdesk you get space in our US, UK, EU and AU warehouses to store all your swag!

Written by Stefano
Updated over a week ago

Food Banks in the UK, USA & Australia!

We are now working with Food Banks in the UK, US and Australia! Extra items that you want to donate? Check out the info below to see how!

Written by Aoife Sweeney
Updated over a week ago

Reward Pass

The best gift for every occasion!

Written by Stefano
Updated over a week ago

Roles and Permissions

Written by Daisy Recto
Updated over a week ago

Setting up your brand colours for Reachdesk communications

This article describes how to set up the default colours of your templates within Reachdesk

Written by Carly Stevens
Updated over a week ago

Sending a physical gift with address confirmation

C

Written by Chloë Donegan
Updated over a week ago

How to add teams and users 👩‍💻

Together everyone achieves more! This article will show you how an admin can build out teams, add users and assign budget. Let’s go!!!

Written by Stefano
Updated over a week ago

Setting up the ability to send emails from a custom domain

C

Written by Chloë Donegan
Updated over a week ago

How to reset a password

Who has never forgotten a password? :)

Written by Stefano
Updated over a week ago

Building your Campaigns 👷‍♀️

This article will outline the 4 campaign options on Reachdesk and how to build them.

Written by Jenny Lithgow
Updated over a week ago

CSV Upload 📈

Sales team sent a CSV of contacts over? Only got a spreadsheet of event attendees? Then complete a CSV upload and sync to your Salesforce

Written by Jenny Lithgow
Updated over a week ago

e-Gift Card Link Generator

Want to send an e-Gift in a native email? Keep on reading...

Written by Caroline Peterson
Updated over a week ago

Getting Started with Gift Cards 📧

Guide to get started and suggested templates.

Written by Jenny Lithgow
Updated over a week ago

Sending through Reachdesk 🎁

So you want to build a snowman? Sorry, I mean send a parcel. Everything you need to know below...

Written by Jenny Lithgow
Updated over a week ago

Triggered and Bulk Campaigns 🔫

Ready to step up your prospecting and gifting game? Trigger Reachdesk sends through Hubspot and Salesforce.

Written by Jenny Lithgow
Updated over a week ago

Adding Funds to Company and User Balances

This will help guide you on how to top-up your company balance, your user balance and another user's balance via our platform.

Written by Daisy Recto
Updated over a week ago

Balances and Transactions

How to view, filter and export company and user balances and transactions

Written by Daisy Recto
Updated yesterday

Sending from Eloqua and Mapping to Salesforce campaigns

If you're using both Eloqua and Salesforce, we can utilise both tools for Reachdesk sends and here's how!

Written by Carly Stevens
Updated over a week ago

SalesLoft Field Access: what fields does Reachdesk read and write to?

This article details the fields that Reachdesk reads and writes to in SalesLoft

Written by Carly Stevens
Updated over a week ago

Time to get Integrated 💻

This is the first step on your Reachdesk checklist. Get synced up with a range of CRMs.

Written by Jenny Lithgow
Updated over a week ago

Reachdesk Status Mapping

Understanding the Reachdesk Statuses available and what you can map to in your Salesforce Campaigns and Marketo Programs

Written by Carly Stevens
Updated over a week ago

What data is synced between Reachdesk and my CRM/Marketing Platform?

This article details which data is pushed and pulled from your CRM/MA platform into Reachdesk, and how it is used.

Written by Carly Stevens
Updated over a week ago

Enabling Azure AD Single Sign On (SSO)🔑

This short article documents the steps you need to take to enable Azure AD Single Sign On

Written by Carly Stevens
Updated over a week ago

Okta Setup 🔑 (SSO Setup via SAML)

How to get integrated with Okta

Written by Meelan Radia
Updated over a week ago

Gifting Use Cases for Triggered Sends 🎁

Whether it be sending from HubSpot, Marketo, Salesforce or Eloqua, here are some common use cases from our clients (and us)

Written by Carly Stevens
Updated over a week ago

Integrating Eloqua and Reachdesk 🔺

This article walks through how to connect your Eloqua instance to the Reachdesk platform.

Written by Carly Stevens
Updated over a week ago

Tracking ROI of your Reachdesk Campaigns in Outreach (and through to Salesforce)

A deeper dive into how we can track success of your Reachdesk campaigns from Outreach into Salesforce

Written by Carly Stevens
Updated over a week ago

SalesLoft Integration 👀

All you need to know about integrating, sending and tracking in SalesLoft

Written by Jenny Lithgow
Updated over a week ago

Tracking ROI of your Reachdesk Campaigns in SalesLoft (and through to Salesforce)

A deeper dive into how we can track success of your Reachdesk campaigns from SaleLoft into Salesforce

Written by Carly Stevens
Updated over a week ago

Microsoft Dynamics Integration 🔧

Help on setting up your Reachdesk integration with Microsoft Dynamics

Written by Carly Stevens
Updated over a week ago

Outreach Integration 🙏

Learn how to integrate with Outreach.

Written by Jenny Lithgow
Updated today

Triggering a Reachdesk send via Salesforce

This guide details ways in which you can automate Reachdesk sends via Salesforce triggered campaigns

Written by Carly Stevens
Updated over a week ago

Salesforce Campaign Set up Best Practices

Quick tips to make sure you get the most out of the Reachdesk <> Salesforce campaign mapping

Written by Carly Stevens
Updated over a week ago

Salesforce Campaign Reporting: Primary Campaign Source and Campaign Influence

This article helps to understand the difference in campaign tracking methods in Salesforce so you can decide how you want to measure

Written by Carly Stevens
Updated over a week ago

Salesforce Integration 💪

May the Salesforce be with you. Looking to integrate, send and track in Salesforce? Then this is the place to be.

Written by Jenny Lithgow
Updated over a week ago

Field mapping between Reachdesk and Salesforce

This details the fields mapped between the two platforms.

Written by Carly Stevens
Updated over a week ago

Salesforce Field Access: what fields does Reachdesk read and write to?

This article details the fields that Reachdesk reads and writes to in Salesforce.

Written by Carly Stevens
Updated over a week ago

Measure ROI in Salesforce: push your Reachdesk Campaign Costs to the 'Actual Cost in Campaign' in Salesforce

This article describes how to turn on the sync campaign cost feature, and the expected behaviour once it's live.

Written by Carly Stevens
Updated over a week ago

Triggering a Reachdesk send via Pardot, (via Salesforce) ☄️⚡

Utilising the Salesforce and Pardot relationship to trigger Reachdesk campaigns based on events in Pardot

Written by Carly Stevens
Updated over a week ago

Use our Salesforce package to measure the ROI of your Reachdesk Campaigns

Measure the returns of your Reachdesk campaigns using our unmanaged Salesforce package

Written by Carly Stevens
Updated over a week ago

Installing our Salesforce ROI Dashboard & Reporting Package 📦

Detail on the unmanaged package of reports used in Salesforce to measure the success of Reachdesk (and other) campaigns

Written by Carly Stevens
Updated over a week ago

Quick Configuration Tips to get your Salesforce Package Fully Functional and Reachdesk Specific 👩‍💻

A walk through of each report in the dashboard and how you can tailor it to focus on your Reachdesk campaigns and your particular set up

Written by Carly Stevens
Updated over a week ago

Measuring the ROI of your Reachdesk campaigns in Salesforce 📈

A detailed run through of the main ways you can report on your Reachdesk campaign success in Salesforce

Written by Carly Stevens
Updated over a week ago

Sending from Marketo and tracking back to Salesforce campaigns

If you're using both Marketo and Salesforce, we can utilise both tools for Reachdesk sends and here's how!

Written by Carly Stevens
Updated over a week ago

Sending to home addresses via Marketo Landing Pages 🏠

This article details ways in which we can send physical gifts via Marketo, toggling on/off Reachdesk's address confirmation.

Written by Carly Stevens
Updated over a week ago

Additional set up for sending Reachdesk e-gift cards out of your Marketo emails 🛠️

This explains requirements for our e-gift card sending capability used within your Marketo email sends

Written by Carly Stevens
Updated over a week ago

Send and track a 1-2-1 campaign via Marketo

This article details how you can set up to send a 1-2-1 Reachdesk campaign using the plugin in Marketo.

Written by Carly Stevens
Updated over a week ago

Marketo Field Access: what fields does Reachdesk read and write to?

This article details the fields that Reachdesk reads and writes to in Marketo.

Written by Carly Stevens
Updated over a week ago

Connecting Marketo and Reachdesk

A detailed walk through of setting up the Marketo and Reachdesk connection. Connect the platforms in 6 steps.

Written by Carly Stevens
Updated over a week ago

Connecting additional Marketo users to the Reachdesk platform

This article details how quickly additional users can connect to their Marketo instance.

Written by Carly Stevens
Updated over a week ago

Setting up your triggered campaigns in Reachdesk and Marketo

Written by Carly Stevens
Updated over a week ago

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

Written by Carly Stevens
Updated over a week ago

Steps for sending Reachdesk e-gift cards out of your Marketo emails 📧

This details how you can trigger a Reachdesk e-gift card send within your Marketo emails.

Written by Carly Stevens
Updated over a week ago

3 Marketo <> Reachdesk use cases to get you started

The power of automation is incredible, and using in tandem with Reachdesk will really help you level up. But where do we start?

Written by Carly Stevens
Updated over a week ago

Hubspot Integration 🔥

A short help document which showcases how Reachdesk can fit seamlessly into your Hubspot instance, and propel your campaign efforts.

Written by Carly Stevens
Updated over a week ago

Sending to home addresses via HubSpot Landing Pages 🏠

This article details ways in which we can send physical gifts via HubSpot, toggling on/off Reachdesk's address confirmation.

Written by Carly Stevens
Updated over a week ago

Tracking and Measuring your Reachdesk Campaigns in HubSpot 📙

This article demonstrates the ways in which you can measure the impact of your Reachdesk campaigns in HubSpot

Written by Carly Stevens
Updated over a week ago

Using Demandbase One data in Marketo to send Reachdesk direct mail campaigns📮

This article talks through the how you can utilise Demandbase One in Marketo to send your Reachdesk campaigns

Written by Carly Stevens
Updated over a week ago

Using Demandbase One data in Salesforce to send Reachdesk direct mail campaigns📮

This article talks through the how you can utilise Demandbase One in Salesforce to send your Reachdesk campaigns

Written by Carly Stevens
Updated over a week ago

Using Terminus data in Salesforce to send Reachdesk gifting campaigns ➡️

This article talks through the how you can utilise Terminus data in Salesforce to send your Reachdesk campaigns

Written by Carly Stevens
Updated over a week ago

Using Bombora Company Surge® data in HubSpot to send Reachdesk Gifting Campaigns 🎯

A how-to guide on sending Reachdesk campaigns using Bombora Company Surge® data

Written by Carly Stevens
Updated over a week ago

Using 6sense data in Salesforce to send Reachdesk gifting campaigns 🔮

This article talks through the how you can utilise 6sense data in Salesforce to send your gifting campaigns

Written by Carly Stevens
Updated over a week ago

Using 6sense data in Marketo to send Reachdesk gifting campaigns 🔮

Written by Carly Stevens
Updated over a week ago

Bombora and Reachdesk: level up your ABM and personalisation efforts 🎯

A high level overview of how you can utilise Bombora data to perform Reachdesk sends

Written by Carly Stevens
Updated over a week ago

Using Bombora Company Surge® data in Salesforce to send Reachdesk Gifting Campaigns🎯

Written by Carly Stevens
Updated over a week ago

Using Bombora Company Surge® data in Marketo to send Reachdesk Gifting Campaigns 🎯

A how-to guide on setting up triggered campaigns using Bombora Company Surge® data

Written by Carly Stevens
Updated over a week ago

Integrate Reachdesk with ON24 via Zapier to send e-gifts to new event attendees and registrants

Send a Reachdesk gift or direct mail upon an person registering for or attending a webinar

Written by Carly Stevens
Updated over a week ago

Reachdesk <> Zapier Integration

A high level overview of the integration and what you need to get going

Written by Carly Stevens
Updated over a week ago

Integrate Reachdesk with Influitive via Zapier to send physical gifts

Send Reachdesk physical gifts as Influitive rewards with this simple walkthrough

Written by Carly Stevens
Updated over a week ago

Integrate Reachdesk with Influitive via Zapier to send e-gift cards

Send Reachdesk gifts as Influitive rewards with this simple walkthrough

Written by Carly Stevens
Updated over a week ago

Integrate Reachdesk with GoToWebinar via Zapier to send e-gifts to new event attendees and registrants

Send a Reachdesk gift or direct mail upon an person registering for or attending a webinar

Written by Carly Stevens
Updated over a week ago

Integrate Reachdesk with Calendly via Zapier to send e-gifts upon meetings being booked

Send a gift upon a meeting booked with this easy to follow guide.

Written by Carly Stevens
Updated over a week ago

Integrate Reachdesk with Chili Piper via Zapier to send e-gifts upon meetings being booked

Send a gift upon a meeting booked with this easy to follow guide.

Written by Carly Stevens
Updated over a week ago

Troubleshooting Next Steps

Hit a bump in the road? No worries. This doc will help get you back on track.

Written by Jenny Lithgow
Updated over a week ago

Salesforce Integration FAQs 🌠

A collection of frequently asked questions regarding the Reachdesk <> Salesforce integration

Written by Carly Stevens
Updated over a week ago

Marketo Integration FAQs 💫

Written by Carly Stevens
Updated over a week ago

I am integrating Reachdesk with multiple platforms. Which should I use for what type of campaign? 🤯

Guidance on which integration could be used for Reachdesk sends, if you are integrating with more than one platform

Written by Carly Stevens
Updated over a week ago

Salesforce & Marketo: where should I send my Reachdesk campaigns from? 📭

This article discusses the options available for sending Reachdesk campaigns when you've enabled the sync between Salesforce & Marketo.

Written by Carly Stevens
Updated over a week ago

Monthly updates

Highlights from our our monthly newsletter.

Written by Jenny Lithgow
Updated over a week ago

FAQs

This is an ever evolving list of questions from our awesome clients. Got another one you want answered? Pop me a message on Intercom.

Written by Jenny Lithgow
Updated over a week ago