Overview

Salesforce offers two main ways to track and measure your campaign efforts. If you're a Salesforce admin, the predicament of which method to use is likely not new to you! This article helps you understand the differences in tracking methods so you can decide how to measure your Reachdesk ROI.

Track Reachdesk activity in Salesforce

Where to see engagement

On a Contact or Lead record, you can see Reachdesk engagement in two places:

• Campaign History: Shows membership and status (e.g., claimed vs. clicked).

• Activity: Reachdesk logs interactions as completed tasks on the right side of the record.

Required configuration: mapping

To ensure data flows correctly, you must map your campaigns in Reachdesk:

• Manual Campaigns: Go to the Sync with Salesforce tab > Select Salesforce Campaign > Setup Member Status Mapping.

• Automated Campaigns: Go to the Sync gift activity section > Select Salesforce Campaign > Setup member status mapping.

Pro Tip: Automate your gift spend data

You can automate the syncing of gift costs to Salesforce so your ROI reports update without manual entry.

1. Go to Account > Integrations > Salesforce > Advanced Options.

2. Toggle on Sync campaign cost.

3. Enter the API names for the custom currency fields on your Lead, Contact, or Campaign Member objects. Note: Reachdesk updates these spend totals once every 24 hours.

Choose your Salesforce attribution method

How you measure ROI depends on how your Salesforce instance handles campaign attribution, but Salesforce provides two “out of the box” options:

• Primary Campaign Source (single-campaign attribution)

• Campaign Influence (multi-campaign attribution)

Option 1: Primary Campaign Source

This is dictated by the last associated campaign on a Lead (prior to conversion) or a Contact (when converted to an opportunity).

• Behavior: This is hard-coded in Salesforce, so no setup is needed.

• Flexibility: You can manually change this value on an opportunity after it's created.

Option 2: Campaign Influence (Multi-touch)

This allows you to associate an opportunity with multiple campaigns.

• Setup: Go to Campaign Influence > Auto-Association Settings in Salesforce.

• Rules: You can create rules to associate campaigns to opportunities created within a specific timeframe (e.g., 90 days).

• Criteria: You can be specific, such as only associating when a campaign member is marked as Responded = True.

Two important notes

1. Overlap: While independent, these features can overlap in their impact on opportunities. Some teams use one, some use both.

2. Contact Roles: Both methods rely on using Contact Roles on your opportunities.

Understanding Reachdesk Attribution Logic

For a Reachdesk gift to be attributed to a Salesforce Opportunity, the following "Matching Logic" must be met:

1. Contact Roles: The gift recipient must be added as a Contact Role on the Salesforce Opportunity.

2. Timing: The gift must be sent while the Opportunity is in an "Open" stage, OR it must have been sent within 3 months prior to the Opportunity being created.

Build reports to measure Reachdesk ROI

Use the Reachdesk Reporting Package

We have a pre-built package to help you hit the ground running. Contact your Client Success Manager for the installation link and password, and read more about it here: Salesforce ROI Reporting Package for Reachdesk Campaigns. 

Note: Users will need a "Sales User" permission set license and Campaign Influence enabled in Salesforce to use these.

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AUDDKK = 4.79807
AUDEUR = 0.645266
AUDGBP = 0.560906
AUDINR = 58.111034
AUDNOK = 6.461783
AUDSEK = 6.53522
AUDUSD = 0.77865

CADAUD = 1.035492
CADDKK = 4.968363
CADEUR = 0.668168
CADGBP = 0.580814
CADINR = 60.173514
CADNOK = 6.691125
CADSEK = 6.767169
CADUSD = 0.806286

DKKAUD = 0.208445
DKKCAD = 0.201275
DKKEUR = 0.134462
DKKGBP = 0.116911
DKKINR = 12.108951
DKKNOK = 1.346663
DKKSEK = 1.362141
DKKUSD = 0.162296

EURAUD = 1.550223
EURCAD = 1.496896
EURDKK = 7.437071
EURGBP = 0.869474
EURINR = 90.055135
EURNOK = 10.015226
EURSEK = 10.130338
EURUSD = 1.207003

GBPAUD = 1.782944
GBPCAD = 1.721611
GBPDKK = 8.553532
GBPEUR = 1.150121
GBPINR = 103.574298
GBPNOK = 11.518721
GBPSEK = 11.651114
GBPUSD = 1.3882

INRAUD = 0.017212
INRCAD = 0.016623
INRDKK = 0.082585
INREUR = 0.011106
INRGBP = 0.009654
INRNOK = 0.111225
INRSEK = 0.112493
INRUSD = 0.013403

NOKAUD = 0.154748
NOKCAD = 0.149469
NOKDKK = 0.742505
NOKEUR = 0.099854
NOKGBP = 0.086807
NOKINR = 8.991596
NOKSEK = 1.011416
NOKUSD = 0.12051

SEKAUD = 0.153011
SEKCAD = 0.147787
SEKDKK = 0.73412
SEKEUR = 0.098728
SEKGBP = 0.08583
SEKINR = 8.890642
SEKNOK = 0.98884
SEKUSD = 0.11916

USDAUD = 1.284198
USDCAD = 1.240345
USDDKK = 6.16125
USDEUR = 0.828565
USDGBP = 0.720305
USDINR = 74.622021
USDNOK = 8.30166
USDSEK = 8.395365