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LinkedIn -- Building a Source

Building a LinkedIn Source

Before you begin… 

Prior to building a LinkedIn Source within Integrate, you must create a Social Campaign to house your social sources and prepare the necessary info. See our “Building a Social Campaign” and "Preparing to Build a LinkedIn Source" articles for details before proceeding. 

How to Create a LinkedIn Source

Within the Campaigns section, navigate to the Social Campaign you created to house this source. Select the “Add New Source” button from the top right corner to display the “Add Social Source” pop-up modal.

Enter the following details that correspond to the source you are creating:

  • LinkedIn Integration – [REQUIRED] Corresponds to the LinkedIn Sponsored Account, if you only have one connected account you won’t need this specified
  • LinkedIn Campaign – [REQUIRED] Pulls directly from list of ACTIVE LinkedIn Campaigns within your selected LinkedIn Account
  • LinkedIn Campaign Form – [REQUIRED] Pulls directly from list of available forms within your selected LinkedIn Account

You will then be routed to the Summary page of your newly created source! Once leads are uploaded, this is where you’ll be able to see the number of Accepted/Rejected leads and download the lead data quickly to see the results.

Give your source a custom “nickname” (Source Alias) by clicking on the bold title at the top of your source Summary page that begins with “Editing…”. This will open the editor where you can type your desired Source Alias (recommend using your LinkedIn Campaign and Form name) and it will save automatically when you click elsewhere.

IMPORTANT: We highly recommend changing the “nickname” (Source Alias) of your new Integrate source to match the LinkedIn Campaign/Form combo it was created for. This will help you identify it later on!

Fields tab

Navigate to the Fields tab where you’ll see the fields from your pre-selected LinkedIn Form have been automatically added as Integrate fields. All you need to do here is determine what available validations you would like to place on these fields.

Click on a field row to open the corresponding Fields Details panel on the right-hand side 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. Ex: Competitor email domains.

If any of your LinkedIn Form fields were using a picklist, an identical picklist has been created for you within the Integrate platform. By clicking on the name of the picklist within the Field Details, you will open a modal where you can choose to move any of the values from the Allowed to Disallowed Values column if needed.

Please note: LinkedIn typically allows leads to upload 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 list mapper. See our “Creating List Mappers” and “Applying List Mappers” articles for assistance with that.

Default Terms tab

Navigate to the Default Terms tab. These have been carried over from the default settings you set-up during the creation of your campaign.

Here you can apply a de-dupe setting using either an Email or Phone field type if present on the fields page. These should also be applied sparingly as any leads blocked as duplicates will also still be considered billable by LinkedIn. Therefore, it is most common to leave these off for social sources.

Integrations tab

Navigate to the Integrations tab. This is where 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 get started!

Within that pop-up modal, you can either choose to select…

  1.   An available outbound integration from your Integrations Hub to start fresh
  2.   Or load an existing integration from a previous social source.

We recommend (A) starting fresh each time since your fields have been pulled in dynamically from your selected LinkedIn Form. That means your inbound fields will be set-up already, so matching up your outbound fields and adding any additional fields needed will be quick and easy!

See the “Integrations” section of our KnowledgeBase for more details on your specific integration type and instructions for that set-up.

When you’ve completed your Integration configuration, don’t forget to save & test!

Still finalizing your source? As soon as a LinkedIn source is created, leads will start flowing in from the LinkedIn Campaign & Form you selected. Keep that in mind if your outbound integration (to your MA/CRM system) is not finalized or you are waiting on test lead approvals. If any changes to your outbound integration are needed after going live you can repost any leads that have come in from LinkedIn in the meantime to push them over again to your MA/CRM system with the corrected configuration.

My source is live... now what?

Once you're fully up and running, lead flow will be continuous from LinkedIn --> Integrate --> MA/CRM system. We recommend checking in on your lead flow WEEKLY by...

  1. Looking at your post-outs from Integrate --> MA/CRM system
    • This will show you if any leads within Integrate have been unable to pass successfully to your system so you can repost them
    • See our "Post Out Log Report" article for details on scheduling a weekly report to send yourself!
  2. Checking on your lead total alignment between all systems
    • Leads are flowing from LinkedIn --> Integrate --> MA/CRM system so you'll want to be sure you see the same number of leads across the board
    • See our "Source Report" article for details on scheduling a weekly report to send yourself!
    • Then you'll want to check LinkedIn and your MA/CRM system to ensure they're in a alignment as well

Sync up with all involved team members to establish a workflow that works for your team!

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