All articles have been moved to https://support.reachdesk.com. Please find this article in https://support.reachdesk.com/hc/en-gb/search?utf8=%E2%9C%93&query=Quick%20Configuration%20Tips%20to%20get%20your%20Salesforce%20Package%20Fully%20Functional%20and%20Reachdesk%20Specific%20.
1. ROI % and ROI as a monetary value (£/$) on Reachdesk Campaigns
These reports use the 'Primary Campaign Source' to measure ROI against that campaign, so will rely on that campaign source being attributed to closed won opportunities.
We suggest using a common naming convention for your Reachdesk campaigns so that we can track these separately, i.e. let's put 'Reachdesk' in front of all campaign names. Then in your filters, select 'Add filter', and filter by your Campaign Name 'contains' to just show Reachdesk campaigns:
2. Closed and Open Opps influenced by Reachdesk Campaigns
These reports use the 'Campaign Influence' to measure ROI against that campaign, so will rely on that being set up; here is an article on how to do that (by default it will this method will also refer to the Primary Campaign Source method).
Then similarly to the above, we suggest using a common naming convention for your Reachdesk campaigns so that we can track these separately to your other campaigns, i.e. let's put 'Reachdesk' in front of all campaign names. Then in your filters, select 'Add filter', and filter by your Campaign Name 'contains' to just show Reachdesk campaigns:
You will also want to edit the filter which shows open, or closed opportunities based on the report you're editing. We use bucketing to define what opportunity stages depict closed and open opportunities, i.e. some customers may be on a 'Proof of Concept' which is counted as Closed Won:
To edit this bucket column to match your opportunity stages, there is a very short, easy to follow article here. It will look like the below:
3. Closed won opportunities and (open) opportunities closing this year
These two reports are based on using 'Primary Campaign Source', so will only populate where this campaign source has been allocated within an opportunity. As with the reports above, without any configuration, this report will show all of your campaigns. So if you want to track just Reachdesk campaigns, let's put 'Reachdesk' in front of all campaign names. Then in your filters, select 'Add filter', and filter by your Campaign Name 'contains' to just show Reachdesk campaigns. Add any date criteria to your filters if you want to see different time frames.
4. Meetings generated by RD campaigns and by person.
These reports are based on 'Activities with Campaigns' and without any configuration, this will show tasks and events (open & completed activities) with subjects that contain 'meeting'.
Head to your filters to select the activities which make sense to you. As this report is using the filter 'Subject' contains 'meeting', you will need to have a naming convention which identifies meetings within your organisation, or use the criteria which allows you to define that a meeting has taken place (like type = meeting, etc). As with the other reports, to find purely Reachdesk campaigns, let's add that in as a filter using your naming convention:
5. Leads converted to Contacts
This report will just need you to add the filter to identify your Reachdesk campaigns. It shows all campaigns that have touched a lead before it converted to a contact. We include a filter of 'Converted Date not equal to blank', so that it only shows us converted leads.
6. RD Campaigns with responded members
This report will need you to add the filter to identify your Reachdesk campaigns. It also has a filter of 'Responded equals True' which we define in our Salesforce campaigns as a physical gift being delivered, or an e-gift card being claimed. You could remove this filter to show all responded members and their statuses. If not, this will be based on what status you are classing as responded.
7. Sends by person
This report will need you to remove/tweak the 'Assigned' filter, so that you just see the relevant team members that you're interested in reporting on:
For help configuring, please do get in touch. If there are any reports that you feel are missing, let us know!
Note: what these reports show will depend on how you are measuring campaign attribution. If you are using solely primary campaign source (and not a more custom model for tracking attribution), Reachdesk might not always come up trumps! This is because it could rarely be the first campaign touch, but may really help book a meeting, or a close a deal, for example.