Overview
Reachdesk supports two types of gift status syncing to keep your external records updated in real-time:
Sync to CRM, marketing, and sales automation platforms: This logs gifting activity as tasks, notes, or events on a contact/lead record. This happens automatically once a recipient is identified.
Sync to Salesforce Campaign Members and Marketo Program Members: This updates the "Member Status" within a specific campaign or program. This requires manual mapping before you start sending.
Sync to CRM, marketing, and sales automation platforms
Supported platforms
Reachdesk can automatically sync gift statuses to the following platforms:
Salesforce: Logged as tasks
Microsoft Dynamics: Logged as tasks
HubSpot: Logged as timeline events
Marketo: Logged as activities
Outreach: Logged as tasks or events
Salesloft: Logged as notes or activities
Gong: Logged as events
How Reachdesk identifies the recipient
For a status to sync, Reachdesk must first successfully associate the recipient with a record in your integrated platform. This happens when:
The gift is sent using an automated campaign.
The gift is sent using the Reachdesk extension in Salesloft, Outreach, or Gong.
The recipient was imported or searched via an integration during the "Recipient" step of a manual send.
Fallback: If none of the above apply, Reachdesk will attempt to match the recipient’s email address to an existing contact or lead email in your CRM.
Gift statuses synced to platforms
eGift Statuses
| Status | Definition |
| Sent | eGift email sent or link generated |
| Opened | Recipient opened the eGift email |
| Clicked | Recipient clicked the eGift email or link |
| Claimed | Recipient clicked "Claim now" on eGift page (or timer expired and autoclaimed) |
| Cancelled | eGift was manually cancelled or expired |
Physical Gift Statuses
| Status | Definition |
| Opened | Address confirmation email was opened |
| Clicked | Address confirmation link was clicked |
| Address Confirmed | Recipient submitted their shipping details |
| Sent | Order sent to the warehouse or marketplace vendor |
| Shipped | Gift has left the warehouse/vendor and is in transit |
| Attention | Delivery issue encountered; check the tracking link for details |
| Returned | Gift was returned to the warehouse or vendor |
| Delivered | Gift was successfully delivered |
| Donated | Marketplace only; gift value was donated to charity |
| Cancelled | Gift was cancelled or address confirmation expired |
Sync to Salesforce Campaign Members and Marketo Program Members
Set up member status mapping
Important: Status mapping is not retroactive. To ensure statuses sync to your Salesforce Campaign or Marketo Program, you must complete the mapping configuration before you launch your Reachdesk campaign and send any gifts.
Open your Reachdesk campaign.
Navigate to the Sync gift activity section.
Select an integration user: Ensure this user has active credentials for the platform.
Select the related Salesforce campaign or Marketo program.
Click Map gift statuses.
Map each Reachdesk gift status to your desired alesforce campaign member status or Marketo program member status.
Save your changes.
How Reachdesk identifies the recipient
For a status to sync, Reachdesk must first successfully associate the recipient with a record in your integrated platform. This happens when:
The gift is sent using an automated campaign.
The gift is sent using the Reachdesk app in Salesloft, Outreach, or Gong.
The recipient was imported or searched via an integration during the "Recipient" step of a manual send.
Fallback: If none of the above apply, Reachdesk will attempt to match the recipient’s email address to an existing contact or lead email in your CRM.
Gift statuses available for member syncing
eGift Statuses
| Status | Definition |
| Sent | eGift email sent or link generated |
| Opened | Recipient opened the eGift email |
| Clicked | Recipient clicked the eGift email or link |
| Claimed | Recipient clicked "Claim now" on eGift page (or timer expired and autoclaimed) |
Physical Gift Statuses
| Status | Definition |
| Processed | Triggered when a gift enters warehouse/vendor processing |
| Shipped | Gift has left the warehouse/vendor and is in transit |
| Returned | Gift was returned to the warehouse or vendor |
| Delivered | Gift was successfully delivered |
| Donated | Marketplace only; gift value was donated to charity |
| Cancelled | Gift was cancelled or address confirmation expired |
Unsupported statuses
Reachdesk does not currently sync the following statuses to external platforms:
Pending: Awaiting Admin approval or cannot be sent due to a specific issue with the gift send.
Scheduled: Gift is within 30 minutes of its creation timestamp or has been set for a future date. Physical gifts will remain 'Scheduled' for at least 30 minutes after creation to allow for edits/cancellation.
Pending address confirmation: When the physical gift address confirmation email has been created or sent, but not yet acted upon.
Rejected: An Admin has declined a pending gift.
Frequently Asked Questions
Why isn't my Salesforce/Marketo mapping working?
The most common cause is sending gifts before the mapping was saved. If you launched your campaign first and added the mapping later, only new Sends from that point forward will sync.
I just created a Marketo Program, why can't I see it in Reachdesk?
Reachdesk polls Marketo for new programs every 24 hours. If you’ve just created a program, it may take a short while to appear in the dropdown.
Why does the gift status say "Scheduled" in Reachdesk?
A send remains "Scheduled" during its 30-minute editable window (for physical gifts) or if a sender chose a specific future date. Statuses will only begin syncing to your CRM once the gift moves out of this window and into a "Sent" state.
Who should I contact if I need help?
For any questions, please contact support@reachdesk.com.
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