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Send and track a manual campaign via Marketo

Before you start

Configuration

  • Permissions: Your Marketo API User must have Read-Write permissions for both Custom Activity and Program Member objects.

  • Program Mapping: Ensure your Reachdesk campaign is synced to a specific Marketo Program and that statuses are mapped in the Reachdesk campaign settings.

  • Activity Logging (Optional): If you want Reachdesk events to appear in the Marketo Activity Log, you must create a Marketo Custom Activity and add the Activity ID to the Reachdesk Integration settings.

User Setup

  • Connect Your Account: Each user must individually link their Reachdesk account to Marketo. Go to Account > Integrations in Reachdesk and enter your Marketo Client ID, Client Secret, and REST Endpoint.

  • Sync the Campaign: Ensure your Reachdesk campaign is synced to the correct Marketo program (see steps below).

 

Set up the Reachdesk campaign for Marketo tracking

  1. In Reachdesk, create your campaign and complete the required details.

  2. In the campaign sync settings, select Marketo.

  3. Choose the relevant Marketo Program.

    • Note: If you’ve just created a new program in Marketo, it may take up to 24 hours to appear in this list.

  4. Map your program statuses to the Reachdesk statuses.

  5. Click Save.

 

Send a manual campaign from Marketo

  1. In Marketo, go to the Database tab.

  2. Search for and select the person you want to gift.

  3. Prepare the send within the Chrome Extension window.

  4. Review the details and click Submit.

 

Track engagement in Marketo

How tracking works

There are two ways to see how your recipients are interacting with your gifts in Marketo:

  • Program Member Status: This works automatically once your campaign is mapped. As a gift moves from "Processed" to "Shipped" or "Claimed," the person’s status in your Marketo Program will update accordingly.

  • Activity Logging: If you have configured the Custom Activity ID, Reachdesk will push specific "Reachdesk Engage" events directly into the lead's Marketo Activity Log. This is useful for triggering specific Marketo Smart Campaigns based on real-time engagement.

Statuses for eGift campaigns

  • Sent

  • Opened

  • Clicked

  • Claimed

Statuses for physical gift campaigns

  • Processed

  • Shipped

  • Delivered

  • Cancelled

  • Returned 

  • Donated

 

Best Practices: Mapping Campaigns to Programs

We recommend a 1-to-1 mapping (one Reachdesk campaign to one Marketo program). This gives you the most granular reporting for:

  • Which specific initiatives are driving ROI.

  • Delivery and claim performance per gift type.

  • Accurate Opportunity Influence tracking.

While you can group multiple Reachdesk campaigns into one Marketo program (e.g., by Territory or Team), this will merge your data and make it harder to see which specific gifts performed best.

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