Use Terminus account intent data in Salesforce to identify the right accounts and contacts for Reachdesk campaigns. This setup supports both automated and manual campaigns.
Important: For Reachdesk to trigger a send, the recipient must exist in Salesforce. Reachdesk matches records using the Salesforce External ID first, falling back to an Email Match if the ID isn't available.
Send Reachdesk Campaigns with Salesforce Campaign Membership
How Triggered Sends Work
This method uses Salesforce Campaign membership to trigger a Reachdesk campaign automatically. First, you’ll create a Salesforce campaign, then configure Reachdesk to fire when a person is added to that campaign.
Step 1: Create the Salesforce Campaign
In Salesforce, create your campaign. We recommend creating specific Campaign Types for Reachdesk to keep your reporting clean:
Direct Mail: For physical gift sends.
E-gifting: For gift card sends.
Naming Tip: Include "Reachdesk" in the name (e.g., Reachdesk - Q4 Terminus Intent) to make it easier to find during setup.
Step 2: Create the Automated Campaign in Reachdesk
In Reachdesk:
Navigate to the Automated Campaigns tab.
Click New Automated Campaign.
Crucial Step: Under the "Campaign Details," you must select the Integration/Sending User. This determines which user's Salesforce connection is used and which Wallet the budget is pulled from.
Step 3: Sync Gift Activity to Salesforce
In the Sync gift activity section of your Reachdesk campaign setup:
Select your Salesforce connector.
Choose the Salesforce campaign you want to sync to. (This is usually the same campaign used to trigger the send).
Map your statuses. Note that physical and eGifts have different sync capabilities. More on this here.
Step 4: Configure the Campaign Automation
In Reachdesk:
Select the Salesforce connector.
Choose Campaign Member as the object.
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Add your conditions:
Campaign ID equals
[Your Salesforce Campaign ID]Status equals
Member(or your chosen starting status)
Step 5: Add Prospects to the Salesforce Campaign
Once the automation is active, add people to the Salesforce campaign based on Terminus intent data. When a Lead or Contact enters the campaign with the status Member, Reachdesk will trigger the send automatically.
Send 1-to-1 Gifts Using Terminus Signals
Use this approach for high-value accounts where you want to personalize the gift based on specific intent (e.g., they visited a specific product page).
Identify a spiking account in Salesforce via the Terminus dashboard.
Open the Account record and navigate to the relevant Contact or Lead.
Click the Send Reachdesk button (ensure the Reachdesk Salesforce package is installed).
Select your campaign and personalize your note based on the Terminus intent data.
Frequently Asked Questions
Which Salesforce campaign status should trigger the Reachdesk send?
Always use the first status a person receives when entering the campaign (usually "Member" or "Added").
Can I use Terminus data for both automated and manual campaings?
Yes. You can send:
Triggered Sends using Salesforce campaign membership
1-to-1 Sends based on Terminus intent signals
How does ROI attribution work?
If a recipient isn't currently attached to an Opportunity, Reachdesk's Opportunity Attribution logic will still track the impact. If that recipient is added to an Opportunity within 90 days (default setting) of the gift, the revenue will be influenced by the campaign in your Reachdesk Insights.
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