There are a few ways that you can currently track and measure the impact of your direct mail and online gifting efforts.

At a person level you can see the outcome of your Reachdesk campaigns in the activity timeline. For example, below you can see that this person has been sent a 'Birthday Gift Card' and they have claimed it. These are populated as custom events and will update when a status changes:

You can also use lists to group contacts who have responded to a Reachdesk campaign in the same way, by using the details within the event to group i.e. by campaign name, status, etc.

For more holistic direct mail and online gifting reporting specifically relating to deal influence, there are a few options that you could call upon, using workflows.

This will allow you to see the last Reachdesk campaign associated to a contact, related to deals (open and closed).

2 custom fields/properties on a contact:

Benefits

Pitfalls

Our recommended workflow would be to update the 2 custom fields set out above when a Reachdesk send is made. The Reachdesk campaign custom field should be populated with the campaign name as it exists within Reachdesk. The Reachdesk Touch field will be populated with 'yes'.

These workflows should be set up per campaign, and it would look something like this:

If you would like to attribute claims or deliveries only to deals (not sends), you can change the criteria to listen for claim and delivery statuses instead - work out what metrics matter to you! That filter would look like this, if so:

Once your workflow is switched on, anyone sent your particular campaign will have those fields populated as a result. Once set up for each campaign, you can now build a 'contacts and deals' report to see the influence of Reachdesk campaigns on open and closed deals.

For open opportunities:

Select create custom report > cross-object and select contacts and deals.

For closed opportunities:

As above, select create custom report > cross-object and select contacts and deals.

Reports will look something like this, broken down by campaign 🧐:

For a higher level view, i.e. not by campaign, you can switch the filter out to use the Reachdesk touch field:

So your reports will look like this. You will see all contacts who have been touched by Reachdesk campaigns, and are associated to deals:

3 custom fields/properties on a deal:

3 workflows.

Benefits

Pitfalls

First lets look at setting up a workflow for Reachdesk sends:

You can then replicate this for claims:

And deliveries:

We choose to put written values into these properties as it looks clearer on the reports.

To create the reports (6 in total), select deal report and use the filters below, changing the Reachdesk field for each report (send, claim and delivery):

and deal stage to open or closed:

You should then have reports like the below:

Reminder: As the Reachdesk activity taking place and the deal being created may happen at different times, we'd recommend running the above workflows once a month (as a new workflow) as you can't use the re-enroll feature based on this criteria; this will allow you to capture all those contacts who have been influenced by a Reachdesk campaign, and have a deal associated.

Let us know if you're reporting in other ways! We will update our documentation once HubSpot release attribution for custom events 🤞