Use lists to group Reachdesk responses

You can also use lists to group contacts who responded to a Reachdesk campaign in the same way.

You will find Reachdesk under your integration filters when setting up the list.

Use the event details to group contacts by campaign name, status, or other Reachdesk event details available in HubSpot.

Report on deal influence using workflows

For more holistic direct mail and online gifting reporting, especially when looking at deal influence, there are a few options you can use with workflows.

Option 1 - Add the Reachdesk campaign or touch to a contact custom field

This option allows you to see the last Reachdesk campaign associated with a contact in relation to open and closed deals.

Requirements 

Create these two custom contact properties in HubSpot:

• Reachdesk Campaign — single-line text

• Reachdesk Touch — boolean

Benefits

• You can identify contacts that were touched by Reachdesk and relate them to associated open and closed deals.

• You can compare which Reachdesk campaigns may be influencing deal count or deal value.

Limitations

• You need a separate workflow for each Reachdesk campaign, unless you duplicate or branch an existing workflow.

• HubSpot only stores one campaign value in this setup, so this method reflects the most recent Reachdesk campaign touch for a contact.

Flow

Our recommended workflow is to update the two custom contact properties above when a Reachdesk send is made. The workflow should:

• Set Reachdesk Campaign to the campaign name exactly as it appears in Reachdesk.

• Set Reachdesk Touch to Yes.

Set the workflow trigger 

1. In HubSpot, go to the workflow trigger and select Integration filters > Reachdesk > Reachdesk Engage Activity. 

2. Then, choose the relevant Status trigger. Once the workflow is switched on, anyone sent that specific campaign will have those fields populated automatically.

   • If you only want to attribute claims or deliveries to deals, rather than sends, change the criteria so the workflow listens for claim or delivery statuses instead.

3. Add the Reachdesk Touch field and set it to Yes.

4. This will then show on the contact record.

Reporting

For open opportunities

1. Select Create custom report.

2. Select Custom report builder.

3. Select Choose my own data sources.

4. Select Contacts and Deals.

5. Create your report using fields such as Amount and Reachdesk Touch.

For closed opportunities

As above:

1. Select Create custom report.

2. Select Custom report builder.

3. Select Choose my own data sources.

4. Select Contacts and Deals.

Reports can then be broken down by Reachdesk Campaign to show campaign influence on closed deals.

Option 2: Add Reachdesk status to deal properties

Use this option to track whether a deal is associated with a Reachdesk send, claim, or delivery.

Requirements 

Create these 3 custom deal properties in HubSpot:

• Reachdesk Send — single-line text

• Reachdesk Claim — single-line text

• Reachdesk Delivery — single-line text

If you wish to track Donated statuses, you can map these to the Reachdesk Claim property or create a fourth custom property for Reachdesk Donation.

Benefits

• You only need to set up each workflow once, then configure it to run again as needed.

• You can see whether a deal was created after a Reachdesk interaction.

• You can measure gift activity and compare possible impact on deal count and deal value over time.

Limitations

• This is a higher-level view and does not show the specific Reachdesk campaign.

• This method only associates Reachdesk activity when a deal already exists.

• HubSpot re-enrollment cannot be used for criterion, so a new workflow run is recommended on a regular cadence (e.g., once a month) to capture contacts who later became associated with a deal.

Set up the workflows 

Create one workflow for each Reachdesk status: Send, Claim, and Delivery. Each workflow should use the appropriate Reachdesk activity trigger and update the matching deal property with the written value "Yes".

1. Create the workflow:

2. Set up the trigger:

3. Update the record:

4. Replicate this for all claims and deliveries:

   

Reporting

To create the reports, select a deal report and use the relevant filters below. Change the Reachdesk field used in the report for each version:

• Reachdesk Send

• Reachdesk Claim

• Reachdesk Delivery

Then change deal stage to open or closed.

This creates 6 reports in total.

• Open deals touched and not touched by Reachdesk Campaign:
• Closed deals touched and not touched by Reachdesk Campaign:
• Open deals with and without Reachdesk Claim:
• Closed deals with and without Reachdesk Claim:
• Open deals with and without Reachdesk Physical Delivery:
• Closed deals with and without Reachdesk Physical Delivery:

Reminder

As Reachdesk activity and deal creation may happen at different times, we recommend running the workflows above once a month as a new workflow.

You cannot use HubSpot re-enrollment for this criteria, so this approach helps capture contacts who were influenced by a Reachdesk campaign and later became associated with a deal.

Frequently Asked Questions

Can I see Reachdesk activity for an individual contact? 

Yes. Reachdesk activity appears in the contact activity timeline as custom events. Ensure the "Reachdesk" filter is enabled on the contact record.

Can I group contacts by Reachdesk campaign response in HubSpot?

Yes. Use Lists and filter by Reachdesk event details such as campaign name or status under the Reachdesk integration filters.

What is the difference between Option 1 and Option 2?

Option 1 stores Reachdesk campaign data on the contact record. This is better when you want campaign-level visibility.

Option 2 stores Reachdesk status data on the deal record. This is better for higher-level reporting on send, claim, and delivery outcomes tied to deals.

Why don't I see "Sent" status for my sequence emails? 

If using Dynamic Links, tracking begins at the "Clicked" status. Use HubSpot's native email reports to view send and open rates for the initial email.

Why do the Option 2 workflows need to be run again later?

Because Reachdesk activity and deal creation may not happen at the same time. If the deal does not exist when the Reachdesk activity happens, HubSpot may not associate them in this workflow setup.