Building a LinkedIn Social Source within your Integrate instance will initiate and route lead flow into Integrate from your LinkedIn Sponsored Account and then out to your MA/CRM system.
Before you begin building
- Connect your LinkedIn Sponsored Account – Must be done first to establish the connection from your LinkedIn Sponsored Account(s) and allow lead flow into your Integrate instance
- Build an Integrate Social Campaign – Must have a Social Campaign to house Social Sources
- Collect Social Source Build Details
- LinkedIn Sponsored Account – Must first be authenticated within your Integrate instance
- LinkedIn Campaign – List exactly as shown within LinkedIn Campaign Manager, must be ACTIVE within LinkedIn even if content not yet being promoted
- We recommend holding content promotions within LinkedIn until after built & tested within Integrate
- If you'd like to capture all leads using the same LinkedIn Lead Gen Form, regardless of LinkedIn Campaign, you won't need to specify and will select "All Campaigns" instead
- LinkedIn Lead Gen Form – List exactly as shown within LinkedIn Campaign Manager, must be FINAL, only fields within this form will be passed into Integrate (Excluding custom checkbox)
- If LinkedIn Lead Gen Form is changed, a NEW Integrate Source will need to be created
- Custom checkbox data cannot currently be passed into Integrate, please use a Yes/No dropdown to collect that data within LinkedIn instead
- Lead Routing Specifics – If needed, chat with your Ops team to determine if you have additional values that are needed to accompany the lead data from Integrate into your MA/CRM system to route them properly (Example: LeadSource = LinkedIn)
If you would like a template to help with this or if this is your first time building an Integrate Social Source, please contact your Integrate Customer Success Manager.
Process questions? While you're working through the steps below, use our Social Process Requirements & Best Practices article to help you achieve a seamless Social build and launch process.
How to Create a LinkedIn Source
Within the Campaigns section, navigate to the Social Campaign you created to house this new Social Source.
Select the “Add New Source” button from the top right corner to display the “Add Social Source” pop-up modal.
Enter the following collected details that correspond to the Source you are creating:
- Social Integration – Must first be authenticated within your Integrate instance
- LinkedIn Campaign – Pulls directly from list of ACTIVE LinkedIn Campaigns within your selected LinkedIn Account
- HINT: If you don't see the LinkedIn Campaign you're looking for, please confirm it is set to ACTIVE within LinkedIn
- If you'd like to capture all leads using the same LinkedIn Lead Gen Form, regardless of LinkedIn Campaign, please select "All Campaigns"
- LinkedIn Campaign Form – Pulls directly from list of available LinkedIn Lead Gen Forms within your selected LinkedIn Account
- HINT: If LinkedIn Lead Gen Form is changed, a NEW Integrate Source will need to be created
- LinkedIn Note: Custom checkbox data cannot currently be passed into Integrate, please use a Yes/No dropdown to collect that data within LinkedIn instead
Once you select "Add," your Social Source will be created and you will be routed to the Source Summary tab to complete the set-up.
Source Summary Tab
On this tab, you can give your source a “nickname” (aka Source Alias) to help you identify it.
Click on the bold title at the top that begins with “Editing…” to open the editor. Then type your desired Source Alias and it will save automatically when you click elsewhere.
HINT: We recommend making the Source Alias match the LinkedIn Campaign/Form combo it was created for. Use a naming convention that will help you identify it later on.
Fields Tab
All fields set-up within the selected LinkedIn Form have been automatically added as Integrate fields. On this tab, you'll be able to apply any desired validations to these locked fields.
LinkedIn Note: LinkedIn does not pass custom checkbox data into the Integrate system. You will need to use a Yes/No dropdown instead to collect and pass that data.
Click on a field row to open the corresponding Field Details panel and reveal the available validations for that field type. Add the validations you wish to apply to this social source to block any unwanted leads.
IMPORTANT: Any validations you apply within Integrate will block the lead from being uploaded into the platform, and mark it as “Rejected,” but will not “return” the lead to LinkedIn. Rejected leads will not be accepted and passed to your MA/CRM system but they will still be considered billable by LinkedIn.
Best Practice: Use these field validations sparingly for social sources. Only block the leads you absolutely do not want sent to you under any circumstances. (Example: Competitor email domains)
If any of your LinkedIn Form fields were using a picklist, you'll want to create and apply an identical picklist within the Integrate platform to allow those values to flow in.
Best Practice: Create your needed lists within your Integrate account the first time and add "LinkedIn" to the list name to access and use for all LinkedIn Sources going forward.
LinkedIn Note: LinkedIn allows leads to use State and Country values with EITHER their abbreviation or the full name spelled out. If you need to receive any of their picklist values in a different way, you can use a mapper to reconfigure in your outbound integration. For instructions, see our “ Creating List Mappers ” and “ Applying List Mappers ” articles.
Default Terms Tab
These terms have been carried over from the default settings you set-up during the creation of your Integrate Social Campaign. On the Source level, you can apply de-duplication rules or add a tag to help group or report on your Sources.
- De-dupe rules will be available if either an Email or Phone field is present on the fields page
- It is most common to leave de-dupe rules off for Social Sources as any leads rejected as duplicates will still be considered billable by LinkedIn
Integrations Tab
ON this tab, you will add your outbound integration to configure the exact way these leads will flow out to your MA/CRM system. Select “Add Integration” to choose whether to start from scratch or "Load from Existing" to copy an existing set-up.
For more details on your specific integration type and instructions for that set-up, see the “Integrations” section of our KnowledgeBase.
When you’ve completed your Integration set-up, don’t forget to save & test to confirm the leads will successfully send to and then route properly within your MA/CRM system.
Launching Your Social Source
The final step to initiate lead flow is to select the "Launch" button.
Lead flow will now be continuous from LinkedIn into Integrate, where they will be validated and any Accepted leads will be routed into your MA/CRM system.
Process questions? While you're working through the steps below, use our Social Process Requirements & Best Practices article to help you achieve a seamless Social build and launch process.
Social Source Lead Management
As a best practice, once launched, we recommend monitoring inbound leads within your Social Sources regularly to ensure all valid leads are passing through. You can review and resolve any Rejected leads if needed.
LinkedIn Note: Leads within LinkedIn may be able to overwrite standard picklist values with open text values, causing an otherwise acceptable lead to be Rejected within Integrate.
Otherwise, you'll want to monitor lead flow to ensure system alignment from LinkedIn, Integrate, and then within your MA/CRM system. Scheduling a Source Report and Post Out Logs Report to be sent to you weekly will help keep you in the loop.
Sync up with all involved team members to establish a workflow that works for your team!