Help Docs

Everything you need to know about getting started

Meelan Radia avatar James Head avatar Jenny Lithgow avatar +5
95 articles in this collection
Written by Meelan Radia, James Head, Jenny Lithgow and 5 others
The Basics

Change a Marketplace Product within an existing Campaign

Article moved to https://support.reachdesk.com
James Head avatar
Written by James Head
Updated over a week ago

How to send a campaign

Article moved to https://support.reachdesk.com
Stefano Galasso avatar
Written by Stefano Galasso
Updated over a week ago

Add a link to your company unsubscribe/preferences centre in your branding templates

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Add your company terms and conditions link to your branding templates

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Roles and Permissions

Article moved to https://support.reachdesk.com
Daisy Recto avatar
Written by Daisy Recto
Updated over a week ago

Setting up your brand colours for Reachdesk communications

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Sending a physical gift with address confirmation

Article moved to https://support.reachdesk.com
C
Written by Chloë Donegan
Updated over a week ago

FAQs for generating a gift link for multiple use

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Generate a gift link for multiple use

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

How to add teams and users 👩‍💻

Article moved to https://support.reachdesk.com
Stefano Galasso avatar
Written by Stefano Galasso
Updated over a week ago

Setting up the ability to send emails from a custom domain

Article moved to https://support.reachdesk.com
C
Written by Chloë Donegan
Updated over a week ago

How to reset a password

Article moved to https://support.reachdesk.com
Stefano Galasso avatar
Written by Stefano Galasso
Updated over a week ago

Building your Campaigns 👷‍♀️

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

CSV Upload 📈

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

e-Gift Card Link Generator

Article moved to https://support.reachdesk.com
Stefano Galasso avatar
Written by Stefano Galasso
Updated over a week ago

Getting Started with Gift Cards 📧

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Sending through Reachdesk 🎁

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Triggered and Bulk Campaigns 🔫

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago
Integrations

Pardot Integration

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Generate a gift link for multiple use for sends via Microsoft Dynamics emails

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Generate a gift link for multiple use for sends via Outreach sequences

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Generate a gift link for multiple use for sends via Eloqua emails

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Generate a gift link for multiple use for sends via Pardot emails

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

onelogin Setup (SSO Setup via SAML)

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Generate a gift link for multiple use via Salesloft cadence emails

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Sending from Eloqua and Mapping to Salesforce campaigns

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Time to get Integrated 💻

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Reachdesk Status Mapping

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Enabling Azure AD Single Sign On (SSO)🔑

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Okta Setup 🔑 (SSO Setup via SAML)

Article moved to https://support.reachdesk.com
Meelan Radia avatar
Written by Meelan Radia
Updated over a week ago

Gifting Use Cases for Triggered Sends 🎁

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Integrating Eloqua and Reachdesk 🔺

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

SalesLoft Integration 👀

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Microsoft Dynamics Integration 🔧

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Outreach Integration 🙏

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago
Salesforce

Generate a gift link for multiple use via Salesforce

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using date criteria to trigger a Reachdesk send via Salesforce

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Triggering a Reachdesk send via Salesforce

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Salesforce Campaign Set up Best Practices

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Salesforce Campaign Reporting: Primary Campaign Source and Campaign Influence

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Salesforce Integration 💪

Article moved to https://support.reachdesk.com
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Salesforce Information that we process to enable a Reachdesk gift send

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Installing our Salesforce ROI Dashboard & Reporting Package 📦

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Measuring the ROI of your Reachdesk campaigns in Salesforce 📈

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago
Marketo

Generate a gift link for multiple use via Marketo emails

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Sending from Marketo and tracking back to Salesforce campaigns

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Sending to home addresses via Marketo Landing Pages 🏠

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Connecting Marketo and Reachdesk

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Connecting additional Marketo users to the Reachdesk platform

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Setting up your triggered campaigns in Reachdesk and Marketo

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

4 benefits of sending e-gift cards straight out of your Marketo emails

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

3 Marketo <> Reachdesk use cases to get you started

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago
ABM Integrations

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using Terminus data in Salesforce to send Reachdesk gifting campaigns ➡️

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

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

Article moved to https://support.reachdesk.com
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago