Before You Start
To get automated campaigns running smoothly, you’ll need the right permissions in both platforms:
Reachdesk: You must have either an Admin or Campaign Manager role.
Marketo: Your API User must have WRITE permissions for Program Member Status and Custom Activities to ensure data syncs back correctly.
How to create an automated campaign and trigger the send - Video walkthrough
Step 1: Create an Automated Campaign in Reachdesk
First, build your campaign in Reachdesk. Once the basics are set, you need to tell Reachdesk where to send the data in Marketo.
Navigate to the Sync tab within your Reachdesk campaign.
Connect it to the relevant Marketo Program.
Map your statuses: This ensures Marketo knows exactly what’s happening with the gift.
For eGifts: Map statuses like Sent, Opened, Clicked, and Claimed.
For Physical Gifts: Map statuses like Processed, Shipped, Delivered, Cancelled, Returned, and Donated.
Step 2: Configure Marketo to Trigger the Send
For Marketo to "talk" to Reachdesk, it needs a specific identifier for your campaign (the UUID).
Create the UUID Field
If you haven't done this yet, a Marketo Admin needs to create a custom field (Type: String) called Reachdesk Campaign UUID. This field acts as the bridge between the two platforms.
Set Up the Smart Campaign Flow
Go to your Reachdesk Campaign and copy the Campaign UUID from the setup page.
In your Marketo Smart Campaign, add a Change Data Value flow step.
Attribute: Reachdesk Campaign UUID.
New Value: [Paste the UUID you copied].
Follow this with the Reachdesk Webhook step to trigger the actual send.
Step 3: Test the Automated Campaign
Always run a test with a record that isn't your own user to see the full flow.
Add a test record in Marketo.
Trigger the campaign and confirm the status updates in both the Reachdesk Sends tab and the Marketo Program Member status.
Syncing usually happens almost instantly, but it can take up to 15 minutes during high-traffic periods.
Frequently Asked Questions
Why isn't my status syncing back to Marketo?
Check your Marketo API User permissions. If the user doesn't have "Write" access to Program Member Statuses, Reachdesk won't be able to update the record.
Who appears as the sender for Reachdesk eGift emails?
When sending eGifts directly through Reachdesk, the "From" address defaults to the Connector User authorized in your integration settings. If you want the email to come from a generic name (e.g., "The Marketing Team"), create a generic Reachdesk user with that name and use it as your connector.
Are there limits when sending at scale?
Reachdesk does not apply rate limits and can handle high-volume sends. While Marketo handles the incoming data, please note that Reachdesk processes these one by one. If you're doing a massive blast, it’s normal to see a small delay in status updates appearing in Marketo.
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