Relevant to: Demand Acceleration Platform | Social Integrations
While your Social Campaign is live, it is recommended to regularly monitor inbound leads in your Social Sources to ensure all valid leads are successfully passing to your system integrations.
This article explains how your team can stay in tune with Social lead flow.
In this article:
Monitoring lead flow in your Social Source
Once your Social Source has been launched, monitor inbound leads regularly to ensure all valid leads are passing to all systems as planned. We recommend completing the following steps weekly:
1. Confirm that leads have been properly accepted and rejected in the Demand Acceleration Platform.
- This can be done by downloading a Lead Report or Source Report and reviewing the number of rejected leads and their rejection reasons.
- See our Insights section for instructions and details on available reports.
- Reports can be scheduled to be sent to you regularly to prompt system checks and provide you with the necessary information.
- Review Reviewing and resolving rejected social leads section below to resolve any that may have been unintentionally blocked.
- If you're using picklists, see A note on Picklists in LinkedIn / Facebook in the article Building a Social Source -- LinkedIn or Building a Social Source -- Facebook to understand how this may impact lead flow.
2. Confirm lead counts match in all your systems (LinkedIn and/or Facebook > Demand Acceleration Platform > Marketing Automation or CRM system).
- You can generate or schedule a Source Report and Post Out Logs Report to be sent to you automatically and provide you with lead count data.
- See our Insights section for instructions and details on available reports.
- Reports can be scheduled to be sent to you regularly to prompt system checks and provide you with the necessary information.
- See Post-outs for more information on your Marketing Automation or CRM systems.
Reviewing and resolving rejected social leads
The Demand Acceleration Platform sits between two systems, so there can be times when a change in another system causes a misalignment and results in leads being rejected. Leads flowing into Social Sources may be rejected by the Demand Acceleration Platform for several reasons (eg. field validations, picklist values changes).
Rejected leads aren't always a negative - the platform is often acting as it should by blocking leads that appear to be flawed. Rejected social leads do not post out to your Marketing Automation or CRM system, but are still visible within the Source lead data and can therefore be fixed and reposted as needed.
| Rejected leads are not "returned" to LinkedIn and/or Facebook. In the Demand Acceleration Platform, rejected leads are held and not sent to your Marketing Automation or CRM system. However, they are still considered billable by LinkedIn and/or Facebook. |
Follow these steps to review your rejected Social Source leads:
1. In the Social Source, navigate to the Summary tab and click on Download Leads.
2. Select Rejected Leads from the Lead Status options and define the exported format as either .csv or .xlsx. Click Download.
| If you're working with special characters and/or languages other then English, opt for the .xlsx file download to preserve those characters. |
3. Review the Disposition Code and Custom Reason columns for each rejected lead to identify the reason and determine what action is needed.
| Outcome |
Action |
Example |
| Lead has been blocked for a valid rejection reason and you want it to remain rejected. |
Delete these line items from the Excel file to keep them in the Rejected status. |
‘REJECT_LEAD_INVALID_EMAIL’ means the email address is not valid and that lead was correctly rejected.
|
| Lead has been blocked unintentionally and you want it to be accepted. |
Keep all data for these line items on your Excel file (especially LeadID) and determine the resolution needed to reupload successfully. |
‘REJECT_LEAD_INVALID_LIST_VALUE’ means an unexpected value was received; it was not on your assigned picklist.
|
4. Make any edits to the lead data in the spreadsheet. Once rejected leads have been resolved - either through deletion or by updating the data - save the spreadsheet file as a .csv.
- Only include the leads that need reuploading - remove any that should stay rejected.
- Leave all platform data in Columns A-K as is (especially LeadID because the platform uses that it to recognize the lead when updating the data).
| Once saved as a .csv, do not re-open the file. It will cause any special characters to lose their formatting. |
5. Navigate back to the Summary tab in your Social Source and select Upload Leads.
6. Drop the new .csv file into the modal.
7. Click Upload.
8. Click Close.
9. Once processed, review the new accepted/rejected lead statuses.
| Please allow up to 30 minutes for leads to process before attempting another file upload. If leads remain in the Processing Leads status, please contact your Integrate team for additional support. |
10. Repeat the above process as needed to resolve any additional unintentionally rejected leads.
Frequently Asked Questions
Why does some of my lead data look different?
Picklists sometimes result in data variation, which can cause leads to be rejected; this is due to how LinkedIn and/or Facebook manages picklists. Regular monitoring of incoming leads will enable you to identify if unexpected values have been received from a picklist. You might also define a mapper to reconfigure incoming formats. For more information about how picklists can affect incoming data, see A note on Picklists in LinkedIn / Facebook in the article Building a Social Source -- LinkedIn or Building a Social Source -- Facebook.
Are rejected leads returned to LinkedIn and/or Facebook?
No. Integrate is not associated with LinkedIn and/or Facebook's billing for lead generation. Rejected leads are held within the Demand Acceleration Platform and not sent to your Marketing Automation or CRM system. However, they are still considered billable by LinkedIn and/or Facebook.
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