Use a custom Marketo variable in a Reachdesk webhook for an Automated Campaign

After you have connected Reachdesk with Marketo, you can use a Marketo webhook to pass a custom variable from Marketo into a Reachdesk field.

This is useful when you want to send custom data from Marketo, such as a personalized gift note, and use that value in Reachdesk email content or gift notes.

Before you start

This setup only works when all of the following are true:

• You have an Admin or Campaign Manager role in Reachdesk

• You are using an Automated Campaign

• The campaign is connected to a Marketo sending user

• Send gift automatically via integration is enabled in Send settings

If these conditions are not met, the custom variable will not populate in Reachdesk.

Map a custom Marketo variable to the Reachdesk webhook

1. Follow the steps here to connect Marketo with Reachdesk and create a webhook

2. In the Marketo webhook, map the Marketo field to the customGiftData field in your JSON payload template

   • Navigate to Admin > Integration > Webhooks in Marketo to locate your Reachdesk webhook.

3. Add the Marketo token you want to pass

Example

"customGiftData": {{lead.gift_note}}

Use the custom variable in a Reachdesk Automated Campaign

1. Navigate to Automated Campaigns and open a campaign connected to a Marketo sending user

2. In Send settings, ensure Send gift automatically via integration is enabled

3. Go to any text input where you want to use the value, such as the email body, or the gift note

4. Click the { } variable picker

5. Under Marketo webhook only, select Custom Gift Data

   • Note: The "Marketo webhook only" section will only appear if the campaign trigger is set to Marketo.

6. Insert the variable into the text field

Frequently Asked Questions

Why is the Custom Gift Data field empty?

The variable will appear blank in the gift send if any of the following apply:

• The specific field for that lead in Marketo is empty

• The campaign is not using a Marketo sending user

• Send gift automatically via integration is not enabled in Send settings

• The customGiftData field is not mapped correctly in the Marketo webhook

Can I use Custom Gift Data in any Reachdesk campaign?

No. Custom Gift Data only works for Automated Campaigns that use a Marketo sending user and have automatic sending enabled. It will not populate in other campaign types.

Can I add notes based on the delivery method?

• Email Delivery: A text editor is available for you to write a note, which will be included in the email sent to the recipient.
• Link Delivery: The note field is not available because Reachdesk generates a URL for you to share. You can include your message in your own communication when sharing the link.