Reachdesk is a global giting plaform used to land and accelerate deals to fuel pipeline progression using personalized gifts. Contact: Customer Success Manager - Aoife Sweeney - [email protected]
Please watch the video walk through showcasing how to fully utilize Reachdesk's capabilities.
Utilise the Insight tab on the platform. Customised reports can be created upon request, on a monthly/biweekly basis. Please send email to [email protected]
Users can be assigned to different roles.
To view these roles go to Organisation > Users > Refer to Role column
First off click New Campaign. You can then select one of four options:
Gift cards are a great start as there is no sourcing required, cost effective (as you get your money back in 14 days if unclaimed) and instantaneous. Gift cards are sent as an email so ensure you add in a template including subject line and body. A full list of E-Gift cards are here Note - gift cards must be built in the currency of the country you're sending to e.g. Uber Eats GBP only works in the UK not in Germany or Norway etc.
Send a personalised note. However there are character limitations
Reachdesk marketplace allows you to choose from a range of confectionary, flowers, cakes and other perishables from approved third party providers so you can send gifts on a 1-to-1 basis as an out-of-the- box feature. All items can be customised to give that personal touch. Items can be viewed here or you can also view items on the campaign build section without actually building the campaign.
Please refer to GitLab's policies related to Gifts and Contributions here
For physical items these are Sent, waiting for address confirmation, address confirmed, shipped, Delivered. You'll also get an email notification when they get delivered.
Reachdesk can ship to over 160 countries around the world.
Europe warehouse (EU-Ireland) ships to: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lativa Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden. Also items can be shipped from the Eu warehouse from the countries listed here
United Kingdom warehouse ships within the United Kingdom only
Australia Warehouse ships to: Australia, Hong Kong, Indonesia, Japan, KOrea, Malaysia, New Zealand, Singapore, Taiwan, Thailand, Vietnam
North America ships to United States
Here is a link to the campaign planning form - for any items you would like the project management team to source directly to our warehouses for you. This could be branded swag or any other bespoke goods that are not available on the Marketplace.
Pause
triggered campaigns until it's ready to go live/active.This is one link that can be sent to multiple recipients, and the gifts will be automatically fulfilled via this page. The Landing page can be customised, here are some examples :
Ask recipient to confirm their address
for campaigns linked to a Landing PageYes
for question Would you like approval on submissions?
Reachdesk can ship items from our warehouses to events!
Link to the Sales Development Playbook
All campaigns must have a Salesforce.com attached. If this campaign involves Marketo, please skip to those instructions, otherwise follow directions below.
Include only "Responded" Campaign Members
Even though Reachdesk stores PII in lieu of GitLab, it is still GitLab's responsibility to follow protocol with personal data and deletion requests. Upon receiving one of these requests through our normal channels, Reachdesk will need to be emailed at [email protected]
to check for PII and or delete that data, where applicable.