Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
The purpose of creating a Source in the Demand Acceleration Platform is to collect and validate incoming lead data according to user-set criteria and then strategically post it out to your Marketing Automation or CRM system.
| Sources are built inside a Campaign and cannot be relocated. |
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Use your Campaign as a template to build Sources quickly. |
In this article:
How to create a new Source
1. In a Campaign, open the Summary tab and click Add New Source.
The action to take from here will depend on which channel you're using. This table provides an outline of what happens next:
| Where your leads are coming from | Action | Description | More reading |
| Select: Add Media Partner Source |
Creates a Source that enables incoming data from a Content Syndication Media Partner to flow into the Demand Acceleration Platform. |
Building a CPL Source for Content Syndication |
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| Select: Add Event Source |
Creates a Source that enables lead data to flow into the Demand Acceleration Platform from the Event Lead Management platform or other inbound methods (including manual file uploads and other API connections). |
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| Social Integrations | Select: LinkedIn or Facebook integration > Social campaign details |
Creates a Source that enables lead data from a LinkedIn or Facebook campaign to flow directly into the Demand Acceleration Platform. | |
| Webinar Integrations | Select: BrightTALK or ON24 integration > Webcast |
Creates a Source that enables lead data from a BrightTALK or ON24 webcast to flow directly into the Demand Acceleration Platform. |
2. Configure the settings of your new Source: complete the set-up in the following tabs. We recommend moving methodically through the tabs from left to right.
The options here will differ according to which Source type and channel you're using. For more detailed information, reference the specific channel section.
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Use your Campaign as a template to build Sources quickly. |
When you add a Source, the initial settings will automatically be applied from those set in the associated Campaign; any adjustments can then be made here to fit your Source specific needs.
Some tabs also include a Load from Existing feature to pull existing set-ups from a previous Campaign or Source.
| Tab | Action |
| General Settings | State basic Source information including start and end dates and description. |
| Fields |
Add form field and validation rules to determine the formatting and acceptability of incoming lead data.
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| Creative |
Upload documents you wish to share with your associated Media Partners (if using Content Syndication).
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| Terms |
Define terms including set goals and de-duplication rules to further determine the acceptability of incoming lead data. |
| Integrations |
Set-up your outbound integration with any lead data reconfiguration or routing details added to post lead data to your Marketing Automation or CRM system.
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| Proofs | Skip this tab initially - Proofs will be uploaded by Media Partners once this process has begun (if using this feature for Content Syndication). |
| Audit Logs | Skip this tab initially - logs will begin to populate with a record of changes made to your Source once the Source is live. |
Frequently Asked Questions
Can I clone an existing Source?
No. However, you can use the Load from Existing feature on the Fields tab, Creative tab, and Integrations tab to pull existing set-ups from a previous Campaign or Source.
Recommended Reading
- Demand Acceleration Platform Build Basics
- Building an Event Lead Management Source
- Building a Source for Manual File Upload
- Building a Social Source -- LinkedIn
- Building a Social Source -- Facebook