Overview

Use Pardot forms and automation to let your recipients choose which physical gift they’d like to receive. This setup gives them the power of choice while keeping your Reachdesk campaigns structured and trackable.

Before you start

You’ll need:

• A separate Automated Campaign in Reachdesk for each physical gift option

• A Pardot form to capture recipient details

• A custom dropdown field in Pardot for gift selection

Steps

Step 1: Create an automated campaign for each gift option

Set up your physical gift choice campaigns in Reachdesk first.

1. Navigate to Automated Campaigns in Reachdesk

2. Create a campaign and complete the details as usual

3. In Campaign Automation, select Pardot as the connector

4. Select the Wallet that will fund the campaign and choose your currency

5. Save the campaign

Reachdesk generates a unique Webhook URL (UUID) after you save. Because this is a physical gift choice flow, each gift option needs its own Reachdesk campaign. Make a note of each campaign link, as you’ll need them in your Pardot emails.

Step 2: Build your Pardot form

Create a Pardot form to collect the recipient's shipping and contact details.

Required fields 

To ensure the warehouse can fulfill the order, your form must include:

• First Name

• Last Name

• Email address

• Country

• Street Address

• City

• State or Province

• Postal Code

Add a gift selection field

1. Create a custom Pardot field for gift choice

2. Set the Field type to Dropdown

3. Add values that match your available gift options

4. Include only the values needed for that specific form

Country-specific gift options 

If you want to offer different gifts by country, you can use Pardot Dependent Fields. This ensures the form only shows gift options available in the recipient's selected country.

Step 3: Create Pardot automation for each gift option

In Pardot, build your automation flow using Completion Actions or Automation Rules on the form that contains the gift choices.

1. Select the Pardot form that includes the gift selection field

2. Create an automation rule (or completion action) based on that form

3. Map each gift option to its corresponding Reachdesk unique Webhook URL (UUID)

4. Repeat this for every gift option, because each physical gift requires:

   • Its own Reachdesk campaign

   • Its own email template

   • Its own Pardot automation rule

Frequently Asked Questions

Do I need a separate Reachdesk campaign for each physical gift? 

Yes. Each physical gift choice requires its own Automated Campaign because each campaign generates its own unique Webhook URL (UUID).

Do I need a separate Pardot automation rule for each gift? 

Yes. You’ll need to create a rule for each choice to ensure the correct Reachdesk campaign is triggered based on the recipient's selection.

What recipient fields are required on the Pardot form? 

At minimum, you need First Name, Last Name, Email, and a full shipping address (Street, City, State, Postal Code, and Country) to avoid shipping failures.