Use Bombora Company Surge® Data in Salesforce to Send Reachdesk Gifting Campaigns

Send 1-to-1 Gifts Using Bombora Intent Data

Use this approach when an account is showing high intent or is surging on key Bombora topics.

Before You Start

Create your manual campaign in Reachdesk first. This can be a simple campaign shell that you personalize in the Chrome Extension for each send.

How It Works

1. In Salesforce, open the account showing high intent or surging activity in Bombora

2. Review the known contacts on that account

3. Check whether those contacts are a strong fit based on the topics the account is researching

4. Open the Reachdesk Chrome Extension

5. Personalize the gift and message

6. Send the campaign

Send Triggered Gifts Using Salesforce Campaign Membership

Use this approach when you want to send a one-to-many Reachdesk automated campaign while keeping the experience personalized.

Example use cases include:

• Sending a personalized gift to contacts at different accounts surging on the same topics

• Sending to contacts at the same account surging across multiple topics

Step 1: Build Your Target Contact List

In Salesforce, identify the contacts you want to target using Bombora data.

Step 2: Set Up the Salesforce Campaign

Once you have your target contacts, create a campaign in Salesforce.

Configure the Campaign Correctly

• Name the campaign clearly (including "Reachdesk" and "Bombora" helps with reporting)

• Use the correct campaign type

• Ensure the campaign statuses align with Reachdesk send statuses for Bundle sends or eGifts

Supported status progressions include

• Bundle send example: Member → Sent → Shipped → Delivered

• eGift example: Member → Sent → Opened → Clicked → Claimed

Step 3: Set Up the Automated Campaign in Reachdesk

After your Salesforce campaign is ready, configure the matching automated campaign in Reachdesk.

1. Create the Reachdesk Campaign: In Reachdesk, create an automated campaign and complete all required details

2. Sync to Salesforce: In Campaign Sync, select your Salesforce connector and choose the Salesforce campaign you want to sync with

3. Configure the Campaign Trigger:

   • Under Campaign Trigger, select the Salesforce connector

   • Choose the Campaign Member object

   • Add a condition for Campaign ID equals [Your Salesforce Campaign ID]

   • Add another condition for Status equals (e.g., "Member")

Step 4: Add Contacts to the Salesforce Campaign

When the Reachdesk campaign is ready to go live:

1. Open the relevant account in Salesforce

2. Select the contacts matching your Bombora criteria

3. Click Add to Campaign and select your trigger campaign

Frequently Asked Questions

Do I need to create the Reachdesk campaign before sending 1-to-1 gifts?

Yes. Create the manual campaign in Reachdesk first, even if it is only a campaign shell that you personalise later in the Reachdesk Chrome Extension.

Can I use the same Salesforce campaign for sync and trigger setup? 

Yes. The Salesforce campaign selected in Campaign Sync can be the same one used to trigger the Reachdesk campaign.

What campaign statuses should I use in Salesforce? 

Your Salesforce campaign statuses should match the Reachdesk gift status syncing logic to ensure accurate reporting. Read more about this here: Syncing gift statuses from Reachdesk.