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 Task titles; this is where your Reachdesk campaign name is pulled through to.

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 HubSpot's Revenue Attribution Reporting (only available with certain subscriptions in HubSpot)

The way HubSpot uses and views campaigns is a little different to other tools (Salesforce), so the way in which we report is slightly different.

If you have revenue attribution reporting - we'd recommend setting up a workflow to recognise Reachdesk sends and interactions, then associating that workflow with a campaign. You'd need to create this campaign in HubSpot, and include 'Reachdesk' somewhere in the naming for ease of reporting, for example:

Our recommended workflow would be to update a custom field when a send is made. It would look something like this, utilising tasks associated to that contact:

Once this workflow is switched on, anyone touched by a Reachdesk campaign will be associated to that campaign in HubSpot. This means you can use HubSpot's Revenue (and contact) Attribution Reporting to see how well Reachdesk is performing based on influencing deals!

Without HubSpot's Revenue Attribution

We recommend setting up workflows which will associate a Reachdesk event (campaign action) on a contact, with a linked deal record. This will enable us to see a level of attribution. For example, if we're just interested in associating any claims of a gift card to a deal, we would create a new custom field on the deal, then populate that field using a workflow. Note: this could also be a simple Boolean true/false field - we think text gives more clarity in reporting (see below).

Depending on what you see as a valuable interaction, you could also do the same for opens, sends, clicks for online gifting, and ship and delivery statuses for direct mail, like the below:

This means that you could also go down to each individual campaign level if you wanted, by including campaign name.

If you then associate the workflows with particular campaigns (you might want a generic direct mail campaign and a generic e-gifting campaign), this will open up HubSpot Revenue Attribution reporting, if you have access to this.

Using these workflows will then enable you to create deal reports like this:

You may have noticed a slight downfall to this associating Reachdesk tasks to deals; we can't see contacts that have been touched by a Reachdesk campaign, then a deal has been created. We can only associate a Reachdesk activity when a deal exists. This is something we're actively trying to improve with the integration/ask of HubSpot.

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!

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