Help Docs

Everything you need to know about getting started

Meelan Radia avatar Jenny Lithgow avatar Carly Stevens avatar +5
76 articles in this collection
Written by Meelan Radia, Jenny Lithgow, Carly Stevens and 5 others
The Basics

How to add teams and users 👩‍💻

Together everyone achieves more! This article will show you how an admin can build out teams, add users and assign budget. Let’s go!!!
Stefano avatar
Written by Stefano
Updated over a week ago

Setting up the ability to send emails from a custom domain

C
Written by Chloë Donegan
Updated over a week ago

Address Confirmation ✅

Want to send to prospects or clients personal address but don't have it? We've got you covered.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

How to reset a password

Who has never forgotten a password? :)
Stefano avatar
Written by Stefano
Updated over a week ago

Building your Campaigns 👷‍♀️

This article will outline the 4 campaign options on Reachdesk and how to build them.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

CSV Upload 📈

Sales team sent a CSV of contacts over? Only got a spreadsheet of event attendees? Then complete a CSV upload and sync to your Salesforce
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

e-Gift Card Link Generator

Want to send an e-Gift in a native email? Keep on reading...
Nikki Shahriyari avatar
Written by Nikki Shahriyari
Updated over a week ago

Getting Started with Gift Cards 📧

Guide to get started and suggested templates.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Sending through Reachdesk 🎁

So you want to build a snowman? Sorry, I mean send a parcel. Everything you need to know below...
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Triggered and Bulk Campaigns 🔫

Ready to step up your prospecting and gifting game? Trigger Reachdesk sends through Hubspot and Salesforce.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Updating your Inventory 📝

Say goodbye to storing swag in your office. With Reachdesk you get a space in our US and UK warehouse to store all things gifting.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago
Integrations

Sending from Eloqua and Mapping to Salesforce campaigns

If you're using both Eloqua and Salesforce, we can utilise both tools for Reachdesk sends and here's how!
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

SalesLoft Field Access: what fields does Reachdesk read and write to?

This article details the fields that Reachdesk reads and writes to in SalesLoft
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Time to get Integrated 💻

This is the first step on your Reachdesk checklist. Get synced up with a range of CRMs.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Reachdesk Status Mapping

Understanding the Reachdesk Statuses available and what you can map to in your Salesforce Campaigns and Marketo Programs
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

What data is synced between Reachdesk and my CRM/Marketing Platform?

This article details which data is pushed and pulled from your CRM/MA platform into Reachdesk, and how it is used.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Enabling Azure AD Single Sign On (SSO)🔑

This short article documents the steps you need to take to enable Azure AD Single Sign On
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Okta Setup 🔑 (SSO Setup via SAML)

How to get integrated with Okta
Meelan Radia avatar
Written by Meelan Radia
Updated over a week ago

Gifting Use Cases for Triggered Sends 🎁

Whether it be sending from HubSpot, Marketo, Salesforce or Eloqua, here are some common use cases from our clients (and us)
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Integrating Eloqua and Reachdesk 🔺

This article walks through how to connect your Eloqua instance to the Reachdesk platform.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Outreach Integration 🙏

Learn how to integrate with Outreach.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Tracking ROI of your Reachdesk Campaigns in Outreach (and through to Salesforce)

A deeper dive into how we can track success of your Reachdesk campaigns from Outreach into Salesforce
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

SalesLoft Integration 👀

All you need to know about integrating, sending and tracking in SalesLoft
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Tracking ROI of your Reachdesk Campaigns in SalesLoft (and through to Salesforce)

A deeper dive into how we can track success of your Reachdesk campaigns from SaleLoft into Salesforce
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Microsoft Dynamics Integration 🔧

Help on setting up your Reachdesk integration with Microsoft Dynamics
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago
Salesforce

Salesforce Campaign Set up Best Practices

Quick tips to make sure you get the most out of the Reachdesk <> Salesforce campaign mapping
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Salesforce Campaign Reporting: Primary Campaign Source and Campaign Influence

This article helps to understand the difference in campaign tracking methods in Salesforce so you can decide how you want to measure
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Salesforce Integration 💪

May the Salesforce be with you. Looking to integrate, send and track in Salesforce? Then this is the place to be.
Jenny Lithgow avatar
Written by Jenny Lithgow
Updated over a week ago

Field mapping between Reachdesk and Salesforce

This details the fields mapped between the two platforms.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Salesforce Field Access: what fields does Reachdesk read and write to?

This article details the fields that Reachdesk reads and writes to in Salesforce.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Triggering a Reachdesk send via Pardot, (via Salesforce) ☄️⚡

Utilising the Salesforce and Pardot relationship to trigger Reachdesk campaigns based on events in Pardot
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Use our Salesforce package to measure the ROI of your Reachdesk Campaigns

Measure the returns of your Reachdesk campaigns using our unmanaged Salesforce package
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Installing our Salesforce ROI Dashboard & Reporting Package 📦

Detail on the unmanaged package of reports used in Salesforce to measure the success of Reachdesk (and other) campaigns
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Quick Configuration Tips to get your Salesforce Package Fully Functional and Reachdesk Specific 👩‍💻

A walk through of each report in the dashboard and how you can tailor it to focus on your Reachdesk campaigns and your particular set up
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Measuring the ROI of your Reachdesk campaigns in Salesforce 📈

A detailed run through of the main ways you can report on your Reachdesk campaign success in Salesforce
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago
Marketo

Sending from Marketo and tracking back to Salesforce campaigns

If you're using both Marketo and Salesforce, we can utilise both tools for Reachdesk sends and here's how!
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Sending to home addresses via Marketo Landing Pages 🏠

This article details ways in which we can send physical gifts via Marketo, toggling on/off Reachdesk's address confirmation.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Additional set up for sending Reachdesk e-gift cards out of your Marketo emails 🛠️

This explains requirements for our e-gift card sending capability used within your Marketo email sends
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Send and track a 1-2-1 campaign via Marketo

This article details how you can set up to send a 1-2-1 Reachdesk campaign using the plugin in Marketo.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Marketo Field Access: what fields does Reachdesk read and write to?

This article details the fields that Reachdesk reads and writes to in Marketo.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Connecting Marketo and Reachdesk

A detailed walk through of setting up the Marketo and Reachdesk connection. Connect the platforms in 6 steps.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Connecting additional Marketo users to the Reachdesk platform

This article details how quickly additional users can connect to their Marketo instance.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Setting up your triggered campaigns in Reachdesk and Marketo

Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

4 benefits of sending e-gift cards straight out of your Marketo emails

Making the most of Reachdesk's feature which allows you to send e-gift cards out of your Marketo emails
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Steps for sending Reachdesk e-gift cards out of your Marketo emails 📧

This details how you can trigger a Reachdesk e-gift card send within your Marketo emails.
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

3 Marketo <> Reachdesk use cases to get you started

The power of automation is incredible, and using in tandem with Reachdesk will really help you level up. But where do we start?
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago
ABM Integrations

Using Demandbase One data in Marketo to send Reachdesk direct mail campaigns📮

This article talks through the how you can utilise Demandbase One in Marketo to send your Reachdesk campaigns
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using Demandbase One data in Salesforce to send Reachdesk direct mail campaigns📮

This article talks through the how you can utilise Demandbase One in Salesforce to send your Reachdesk campaigns
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using Terminus data in Salesforce to send Reachdesk gifting campaigns ➡️

This article talks through the how you can utilise Terminus data in Salesforce to send your Reachdesk campaigns
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using Bombora Company Surge® data in HubSpot to send Reachdesk Gifting Campaigns 🎯

A how-to guide on sending Reachdesk campaigns using Bombora Company Surge® data
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using 6sense data in Salesforce to send Reachdesk gifting campaigns 🔮

This article talks through the how you can utilise 6sense data in Salesforce to send your gifting campaigns
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using 6sense data in Marketo to send Reachdesk gifting campaigns 🔮

Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Bombora and Reachdesk: level up your ABM and personalisation efforts 🎯

A high level overview of how you can utilise Bombora data to perform Reachdesk sends
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using Bombora Company Surge® data in Salesforce to send Reachdesk Gifting Campaigns🎯

Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago

Using Bombora Company Surge® data in Marketo to send Reachdesk Gifting Campaigns 🎯

A how-to guide on setting up triggered campaigns using Bombora Company Surge® data
Carly Stevens avatar
Written by Carly Stevens
Updated over a week ago