1. On the campaign page, you can go to the "Sync gift activity" section, select an integration user and select the Salesforce campaign or Marketo program.

2. Click on "Setup member status mapping"

3. Select the status to map to Salesforce campaign member or Marketo program member.

How do we sync the status to Salesforce campaign members or Marketo program members?

Whenever the gift status changes and corresponds to the mapping specified on the campaign, we look for the contact through the following ways:

• We check if the recipient was sent from a CRM integration. This happens in the following cases:
  • If the gift was sent using a triggered campaign, meaning the gift was automatically sent to a contact using the triggered campaign's integration user.
  • If the gift was sent to a recipient using the Reachdesk app installed (available for Salesloft, Outreach and Gong).
  • If the gift was sent to a recipient that was "searched" using an integration in the recipient step (see example below)
• If it does not match the criteria above, we check if the contact email matches the gift recipient email

What statuses can we sync to Salesforce campaign members or Marketo program members?

For eGifts:

• sent - when the eGift email is sent, or the eGift link is generated
• opened - when the eGift email is opened
• clicked - when the eGift email or link is clicked
• claimed - when the "claim now" button in the eGift page is clicked

For physical gifts:

• processed
  • If the physical gift has address confirmation and the address has been confirmed and the gift is being processed by the warehouse or marketplace vendor to be shipped
  • If the physical gift has no address confirmation and the gift is being processed by the warehouse or marketplace vendor to be shipped
• shipped - when the physical gift is shipped by the warehouse or the marketplace vendor
• delivered - when the physical gift has been delivered to the recipient
• cancelled - when the physical gift has been cancelled or if the address confirmation expires
• returned - when the physical gift has been returned to the warehouse or the marketplace vendor

Other statuses we do not support syncing

Currently, we do not support syncing the following statuses:

For any questions, please contact support@reachdesk.com 

Why does the gift send in Reachdesk say scheduled?

There are different reasons why the gift send will say scheduled:

1. The gift send is scheduled for a future date. This can be done if the user uses the "Schedule send" button at the review step.
2. The physical gift has been approved and but has not yet been sent. This happens if the physical gift was pending, and then it was approved. The gift will be sent in 30 minutes and within this time, you can still edit the gift send.
3. The physical gift was created and it requires no approval. Every physical gift that is created will be sent in 30 minutes, and within this time, you can still edit the gift send.
4. The address has been confirmed. After the address has been confirmed, the gift will again have a "scheduled" status. It will be sent in 30 minutes, and within this time, you can still edit the send.