Triggering a Reachdesk Send via Salesforce

How triggering works by Salesforce object

Supported objects:

• Campaign Member

• Contact

• Lead

• Opportunity

Important limitation: You can only trigger from one object at a time. You cannot combine criteria across objects.

Campaign Member triggers

Use this when you want to send to people based on their status in a specific Salesforce Campaign.

Example: Send a gift to anyone who is added to the "2024 Event Attendees" campaign with a status of "Attended."

Opportunity-based triggers

Use this when you want the trigger to fire based on Opportunity data (like Stage or Amount).

How it's matched: Reachdesk looks for recipients who have a Contact Role on that Opportunity. If the email address matches a Contact Role, the gift is triggered.

Lead and Contact-based triggers

Use this when you want to send to any Lead or Contact record that matches your specific field criteria.

Example: Send a "Welcome" gift when a Lead's "Status" changes to "Qualified."

Set up an Automated Campaign

Step 1: Create your campaign

In Reachdesk, navigate to Automated Campaigns and click New Automated Campaign. Select the Salesforce object you want to use as your trigger source.

Step 2: Select the Sending User and Wallet

Choose who the campaign sends “from” by selecting the Sending User. The gift cost is deducted from the Wallet associated with that Sending User. 

If the wallet runs low, the sends will move to your Pending tab, and you'll receive a notification to top up the balance and approve them manually.

Step 3: Select the automation criteria

Step 4: Define your criteria

Define the Salesforce fields and values that should cause the send. Reachdesk will display a green panel showing the number of people who currently match those filters. Use this to ensure your targeting is accurate before moving forward.

Step 5: Choose your send timing (Retrospective)

Toggle "Send gift to existing and new matching results" if you want to gift people who already meet the criteria right now.

• If ON: Reachdesk sends to current matches (retrospective) and any future matches.

• If OFF: Reachdesk only sends to people who meet the criteria from this moment forward.

Step 6: Choose automatic vs. manual approval

Toggle Automatically approve all triggered sends to control the workflow:

• If ON: Gifts are sent automatically as soon as the criteria are met.

• If OFF: You’ll receive an email for each match. You must click the link in the email to approve or reject the send in Reachdesk.

Step 7: Save the campaign

Click Save once you've confirmed your criteria, budget, and approval settings.

Sync gift activity to Salesforce

What syncing does

You can sync Reachdesk activity back to Salesforce as a completed task on the recipient's record.

How to configure syncing

In the campaign setup, under Sync gift activity:

For extra info; see our help doc Salesforce campaigns setup best practices. 

1. Select your Salesforce connector.

2. Select the Salesforce campaign you want to sync to.