As we can map to your campaign statuses in Salesforce, we'd recommend changing your campaign statuses in Salesforce to match our Reachdesk statuses a closely as possible. These are, for e-gift cards:

For physical gifts(MarketPlace and Bundles):

To change your campaign statuses in Salesforce, you need to head into your campaign > switch to Salesforce classic > go to advanced setup > edit your statuses.

Note: it doesn't matter if the statuses do differ to ours, but for consistency we'd recommend keeping them as similar as possible. A good alternative can be to include 'gift' in your member statuses. 

Alternative member statuses for Salesforce and/or Marketo

E-gift

• Sent E-gift

• Opened E-gift

• Clicked E-gift

• Claimed E-gift

For Physical Gifts you can include if it is a Marketplace item (MP) or a Bundle. 

• Processed Bundle / MP

• Shipped Bundle / MP

• Delivered Bundle / MP

• Cancelled Bundle / MP

• Returned Bundle / MP

In Salesforce please make sure your campaign is "Active" and "In Progress" 

We'd recommend creating a new campaign type for e-gifts and physical gifts, and setting those statuses so they can be used seamlessly for future campaigns.

As Reachdesk fits in seamlessly alongside your other campaigns in Salesforce, as well as creating a campaign 'type' for direct mail and e-gifting (above), we'd recommend keeping 'Reachdesk' in the campaign name for ease of reference.

If you download our unmanaged package of reports, this will help to cherry pick Reachdesk campaigns only to configure and report on separately where desired.

We're often asked what best practice is as you can do both, but how you choose to do this depends on how granular you'd like to report. We'd recommend mapping on a 1-2-1 basis (one Reachdesk campaign to one Salesforce campaign), so you can really see over time, which types of initiatives are working best for you with regard to deliveries/claims, as well as influence on opportunities.

Some customers do opt for a 'high level' gift card campaign for example, which they then map all gift card campaigns to, but this wouldn't show you which particular gift card/initiative drove the most influence on opportunities, etc.

Another good practice is to use a parent-child structure in your Salesforce campaigns especially when gifting is part of a larger strategy for example for physical or online event attendance, thank you's and similar marketing activities.