Automate Gift Follow-Ups with Reachdesk Plays in Salesloft Rhythm

By installing the Reachdesk app in Salesloft and having access to Salesloft Rhythm, you can use prebuilt Reachdesk plays that are triggered by specific gift status updates. These plays help you automate follow-up emails to contacts based on key gifting milestones.

Before You Start

To use Reachdesk plays in Salesloft Rhythm, you need to ensure the following are set up:

• The Reachdesk app installed in Salesloft

• Access to Salesloft Rhythm

• Your individual Salesloft account connected in Reachdesk via Account > Integrations

• Gift Status Syncing enabled in your Salesloft integration settings within the Reachdesk platform

Reachdesk Gift Statuses Available for Plays

You can create Salesloft plays for these specific Reachdesk gift statuses:

• eGift link is clicked
• eGift is redeemed
• Physical address is confirmed
• Physical gift is delivered

Create a Play from a Reachdesk Template

You can watch the setup video here or follow these steps:

1. In Salesloft, click your Profile name and select Settings

2. Go to Workflow > Plays

3. Select Discover Plays

4. Find the Reachdesk gift status you want to use for an automated follow-up

5. Select the play

6. Review and edit the play to fit your needs

7. Click Save in the top-right corner

8. To activate the play immediately, select Enable play after saving before you save

Once you create the play, it will appear under My Plays.

How the Follow-Up Works

When a gift status changes in Reachdesk, the update is synced to Salesloft and logged as an Activity. Salesloft then uses that activity to trigger the play and create an upcoming task for the user.

For example, if an eGift link is clicked status is synced but the recipient does not claim the gift, Salesloft can create a follow-up email task.

The user can then click Email on the task to open the play’s email template and send the follow-up.

Frequently Asked Questions

Where can I find the play after I create it? 

After you save the play, it appears in My Plays.

Can I edit the default Reachdesk email template? 

Yes. When you select the play, you can review and edit the default email template before saving it.

Can I enable the play during setup? 

Yes. Select Enable play after saving before clicking Save if you want the play to be active as soon as it is created.

What happens when a Reachdesk gift status changes? 

Reachdesk captures the status change and syncs it to Salesloft as an activity. Salesloft then creates an upcoming action (task) based on your play configuration.