Salesforce Campaign set up best practices

Overview

Reachdesk can sync gift activity into Salesforce Campaign Member Statuses. For clean reporting and easier analysis, align your Salesforce member statuses as closely as possible to Reachdesk’s standard statuses.

Note: Statuses do not have to match Reachdesk exactly. However, keeping them consistent makes reporting and filtering much easier.

Campaign Member Statuses

eGift card statuses

Recommended Salesforce Campaign Member Statuses to mirror Reachdesk e-gift tracking:

• Sent

• Opened

• Clicked

• Claimed

• Cancelled

Physical gift statuses (Marketplace and Bundles)

Recommended Salesforce Campaign Member Statuses to mirror Reachdesk physical gift tracking:

• Processed

• Shipped

• Delivered

• Cancelled

• Returned

• Donated

Recommended status naming

If you want to make gift activity obvious inside Salesforce reporting, use status names that include the gift type.

Recommended eGift statuses

• Sent eGift

• Opened eGift

• Clicked eGift

• Claimed eGift

• Cancelled eGift

Recommened physical gift statuses

You can standardize on “Physical gift”, or distinguish between Marketplace (MP) / Bundle if reporting needs it.

Option A: Physical gift naming

• Processed Physical gift

• Shipped Physical gift

• Delivered Physical gift

• Cancelled Physical gift

• Returned Physical gift

• Donated Gift value

Option B: Bundle / Marketplace naming for customers who do a lot of bundle and/or marketplace sends

• Processed Bundle / MP

• Shipped Bundle / MP

• Delivered Bundle / MP

• Cancelled Bundle / MP

• Returned Bundle / MP

• Donated Gift value

Update statuses in Salesforce

Before mapping, please make sure your campaign is "Active" and "In Progress" in Salesforce.

Add or update Campaign Member Statuses in Salesforce

To add or update Campaign Member Statuses in Salesforce:

1. Open the Campaign record in Salesforce.

2. In the Campaign Member Statuses related list, click New.

3. Click Add Status to create a new status, or edit the name of an existing one.

4. Tick the Responded checkbox for any status that should count as a positive response (for example, "Attended" or "Claimed").

5. Click Save.

   

Configure status mapping inside a Reachdesk campaign

Where to find the mapping controls

Inside a Reachdesk campaign, locate the Sync gift activity section. This section appears at the bottom of the campaign setup when a Salesforce integration is connected.

Map a Reachdesk campaign to Salesforce

1. In the campaign, open Sync gift activity.

2. Select your integration user.

3. Select the relevant Salesforce Campaign.

4. Click Setup Campaign Member Status Mapping.

5. In the mapping modal:

   • Left side: Reachdesk standard statuses.

   • Right side: statuses from the connected Salesforce Campaign / Marketo Program.

6. Select the correct matching statuses.

7. Click Ok.

8. Click Save on the Reachdesk campaign to lock the mapping.

Best-practice recommendations

Campaign structure: 1:1 mapping vs many:1 mapping

There are three ways to map Reachdesk campaigns to Salesforce campaigns:

• One Reachdesk campaign to one Salesforce campaign – recommended for granular reporting

• Multiple Reachdesk campaigns to one Salesforce campaign – simpler, but less granular

• Mapping by initiative – fewer Salesforce campaigns, while still tracking ROI per motion

Use a 1:1 mapping (one Reachdesk campaign to one Salesforce campaign) when you need to see how each gift initiative is performing individually, including deliveries, claims, and influence on opportunities.

A hybrid approach, organized by initiative or team, is often a good middle ground.

If you'd rather use a broader reporting model — for example, a single "Gift Card" umbrella campaign — you can map several Reachdesk campaigns to one Salesforce campaign. Just keep in mind you'll lose visibility into how each individual initiative performs.

Use parent-child campaigns in Salesforce

If gifting supports a broader marketing motion (events, attendance, follow-ups, thank-yous), consider using a parent-child campaign structure in Salesforce to keep reporting organized.

Moving forward

To standardize future setup, consider creating dedicated Salesforce Campaign “types” (or an equivalent internal convention) for eGift campaigns and physical gift campaigns. Then reuse the same consistent statuses for every new campaign.