Use this setup to trigger Reachdesk sends directly from your Eloqua campaign canvas and automatically sync the gifting activity (like "Claimed" or "Shipped") back to a specific Salesforce campaign.

Before You Start

To ensure the sync works, make sure the following are true:

• Integrations are active: You must have both the Salesforce and Eloqua integrations connected in Reachdesk.

• Sync is enabled: In your Reachdesk Salesforce integration settings, the Sync gift status to Salesforce toggle must be ON.

• Recipient exists in SFDC: For Reachdesk to map activity back to Salesforce, the recipient's email address must already exist as a Lead or Contact record in Salesforce before the send is triggered.

• Campaign is Live: Your Reachdesk campaign must be set to Live (Active) status to appear as an option inside Eloqua.

Steps

1. Create the Salesforce Campaign

First, create the campaign in Salesforce that you want to use for reporting.

Note: Reachdesk pulls a list of your active Salesforce campaigns in real-time. If you just created the campaign in Salesforce, it may take a moment to appear in the Reachdesk dropdown.

2. Set Up the Automated Campaign in Reachdesk

Create a new Automated Campaign in Reachdesk and follow the standard setup flow.

Configure the Salesforce Mapping

1. Scroll to the Integrations section at the bottom of the campaign setup.

2. Under Salesforce Campaign, select the campaign you created in Step 1.

3. Map your Reachdesk Statuses to your preferred Salesforce Campaign Member Statuses.

Select the Eloqua Trigger

1. Under Campaign Trigger, select Eloqua from the connector list.

2. Choose your Approval Behavior (whether sends need manual approval in Reachdesk or should go out automatically).

3. Save the campaign and set it to Live.

3. Configure the Reachdesk Action in Eloqua

1. In Eloqua, open your Multi-Step Campaign Canvas.

2. Under Campaign Steps, search for Reachdesk.

3. Drag the Reachdesk Action block onto your canvas and connect it to your audience segment.

4. Double-click the Reachdesk block and select Configure cloud action.

5. Select your Reachdesk Campaign from the list.

4. Required Data Fields

To ensure the trigger doesn't fail, your Eloqua segment must provide the following fields to Reachdesk:

• For eGifts: Email and Country.

• For Physical Sends: First Name, Last Name, Email, and Country.

Expected Behavior

Once the Eloqua campaign is active and a contact hits the Reachdesk action:

1. Reachdesk receives the data and creates a record.

2. Reachdesk looks for a matching email in Salesforce.

3. If a match is found, the contact is added to the Salesforce campaign with the status you mapped.

4. As the gift progresses, the Salesforce Campaign Member status updates automatically.