Category
Business Management
Built by
Beam.ai
Confirm Goody gift acceptances and flag declined or unclaimed gifts for a sender to follow up.
Gift Acceptance Confirmation
Goody lets a recipient accept a sent gift and choose an option without the sender ever needing a home address. A Beam agent reads the acceptance status for each gift sent through a campaign and applies the approved follow up rule, for example thanking the sender's contact once a gift is claimed. It updates the linked record, such as a customer or candidate file, and notifies the sender's team when a gift is accepted. Gifts left unclaimed past an agreed window, or declined outright, get routed to the sender to decide on a follow up.
Bulk Gift Campaign Tracking
A customer can send a batch of Goody gifts at once for an event or milestone, such as a client anniversary or new hire welcome. A Beam agent reads the status of each gift in the batch and updates a tracking record with who has accepted, declined, or not yet responded, based on the schedule a customer has approved. It notifies the campaign owner once the batch reaches a set response rate. Batches with an unusually high decline rate, or gifts stuck pending well past the norm, get routed to the owner to review.
Recipient Reminder Notifications
Recipients who have not yet responded to a Goody gift can be reminded before the offer expires, keeping a campaign's acceptance rate on track. A Beam agent reads which gifts remain unopened as the expiry date approaches and sends a reminder notification according to the timing rule a customer has approved. It updates the gift record once a response comes in. Recipients who still do not respond after the final reminder, or gifts tied to a contact who has left the company, get routed to the sender to handle directly.







