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Everything you need to know about getting started
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62 articles in this collection
Written by
Meelan Radia,
James Head,
Jenny Lithgow
and 4 others
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 this week
Reward Pass
The best gift for every occasion!
Written by
Stefano
Updated over a week ago
The Basics
Address Confirmation ✅
Want to send to prospects or clients personal address but don't have it? We've got you covered.
Written by
Jenny Lithgow
Updated this week
How to reset a password
Who has never forgotten a password? :)
Written by
Stefano
Updated this week
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
Building out Teams and Users 👩💻
Together everyone achieves more! This article will show you how to build out your teams, add users, and assign budget.
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
Drop Shipping 📦
All you need to know about drop shipping.
Written by
James Head
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
Nikki Shahriyari
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
Updating your Inventory 📝
Say goodbye to storing swag in your office. With Reachdesk you get a space in our US and UK warehouse to store all things gifting.
Written by
Jenny Lithgow
Updated over a week ago
Integrations
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
Outreach Integration 🙏
Learn how to integrate with Outreach.
Written by
Jenny Lithgow
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
Salesforce
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
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
Marketo
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
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
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
ABM Integrations
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
FAQs
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
How much does shipping cost? 🤔
The million dollar question... Well more like £10.
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 this week
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