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Using Demandbase One, you can create audiences of the right kinds of buyers for accounts at the right stages, where Reachdesk Direct Mail can not only drive the best outcomes, but automate the execution of those sends. This means you can streamline direct mail execution and focus on targets which will drive the best ROI.
Add to SFDC Campaign automation is the key for orchestrating this integration.
Must have Orchestration in Demandbase One
Must have Salesforce CRM
Triggering Reachdesk sends (using campaign membership)
Step 1: Create your Salesforce campaign
Create the Salesforce campaign which you'll add a Demandbase One audience to (and subsequently use to trigger a Reachdesk gift send).
Step 2: Set your campaign up in Reachdesk
Head to Triggered campaigns > New Triggered Campaign > and pick the type of Reachdesk campaign you’d like to send.
Step 3: Build your Reachdesk campaign and trigger
Pick which gift you’d like to send, and build out your campaign:
Step 4: Pick the Salesforce campaign you’d like to sync updates to (when a gift is sent and delivered). We’d recommend including ‘Reachdesk’ and ‘Demandbase’ in the title to help call out in reporting:
Remember to map your statuses:
Step 5: Select your campaign trigger:
Choose ‘Campaign Member’ as the object, and pick the campaign ID of the campaign you’re adding target people into. You can verify by the number of members who match the rules via the green callout bar.
Select whether you want to send the gift to people who already exist in the campaign (if any already do), and whether you’d like to automatically approve sends. Save, and you’re good to go on the Reachdesk side!
Step 6: Head into Demandbase One and create an Automation
Create an Automation and define your Audience list of people at accounts. You can use any data in Demandbase One to create an audience. In this example we’re looking for executives at accounts in the MQA journey stage for less than 2 days that have no open sales opportunities.
Step 7: Add an Action
Step 8: Set the Action
Choose the ‘Add to SFDC Campaign’ action as memberships to SFDC campaigns tied to Reachdesk will trigger the sending.
Step 9: Choose the SFDC campaign
Choose the SFDC campaign associated with the gift you want to send for this campaign.
Step 10: Choose the SFDC Campaign Membership Status which activates the gift send direct mail based upon your Reachdesk configurations above and Save:
Step 11: Schedule Automation cadence (how often will this automation run, meaning when and how often will new contacts be added to the SFDC Campaign?). Options include:
Automation Run Type: Once, Pre-scheduled Run, Recurring
Automation Review Cadence (for recurring): hourly, daily, weekly, monthly
Choose Repeat Cycle - ever X cycles (days, weeks, hours, etc.)
Exclude specific days (holidays, weekends, etc.)
Save. Once people start matching your audience criteria, your direct mails will be sent via Reachdesk.