Use Demandbase One audiences and Marketo campaign membership to trigger Reachdesk sends automatically. This setup helps you target the right people at the right account stage and automate send execution at scale.

Prerequisites

Before you begin, make sure you have:

• Demandbase One Orchestration and Marketo integrated.

• Marketo API User Permissions: Ensure your Marketo API user has Read-Write Program and Read-Write Activity permissions.

How this setup works

This workflow uses Demandbase One Automations to add people to a Marketo campaign. That Marketo campaign then triggers a Reachdesk Automated Campaign.

Trigger Reachdesk sends using Marketo campaign membership

Step 1: Create the Marketo Program and campaign

Create the Marketo Program and the specific Smart Campaign that you want Demandbase One to add people to. This campaign will act as the listener for the Reachdesk send.

Step 2: Create an Automated Campaign in Reachdesk

In Reachdesk, navigate to Automated Campaigns > New Automated Campaign.

Step 3: Build the Reachdesk campaign

Select your items, draft your message, and complete the standard campaign setup.

Step 4: Select the Marketo Program for status sync

In your Reachdesk campaign setup:

1. Select the Marketo connector.

2. Choose the Marketo Program you created in Step 1.

3. Map your statuses: Map Reachdesk gift statuses to your Marketo Program Member statuses to ensure your reporting stays accurate.

Step 5: Configure the Marketo Trigger & Flow

Once you select the Marketo connector in Reachdesk, the platform will generate a Reachdesk Campaign UUID. Copy this ID.

In Marketo, open your Smart Campaign and configure the following:

Trigger

• Trigger: Campaign is Requested

• Source: Web Service API

Flow

You must add these two steps in this exact order for the trigger to fire:

1. Change Data Value:

   • Attribute: Reachdesk Campaign UUID

   • New Value: [Paste the UUID copied from Reachdesk]

2. Call Webhook:

   • Webhook: Reachdesk

Activate the Marketo campaign once these steps are saved.

Create the Demandbase One Automation

Step 6: Create a new Automation in Demandbase One

In Demandbase One, create a new Automation and define your audience. You can use any Demandbase data (Account Stage, Intent, etc.) to build this.

Step 7: Add the Marketo Action

1. Add an action to the automation.

2. Select Add Person to Marketo Campaign.

3. Choose the specific Marketo campaign you configured in Step 5.

Step 8: Define the Automation Cadence

Choose how often the Demandbase automation should run. Options include:

Save and fetch the automation. Once people match the criteria, Demandbase adds them to Marketo, Marketo updates the UUID and calls the webhook, and Reachdesk executes the send.

Frequently Asked Questions

What data is required for Reachdesk to trigger a send? 

If Address Confirmation is turned OFF, Reachdesk requires: First Name, Last Name, Email, Street Address, City, Postal Code, and Country. If Address Confirmation is turned ON, Reachdesk only requires: Email and Country.

What happens if I run out of stock or budget? 

If a send is triggered but there is a lack of funds or inventory, the send will appear as Pending in the Sends tab in Reachdesk. You’ll need to top up your wallet or restock items to push these through.