Integrate Knowledge Base

Integrate Social Process Requirements & Best Practices

For a seamless Social build and launch process, make note of the requirements and recommendations corresponding to your role within the Integrate Social process.

Please Note: This article is focused on process specifics. If this is your first time building a Social source, full instructions for the build and launch process can be found here -- LinkedIn or Facebook

Social Process Requirements & Best Practices

  1.  Build lead gen forms within LinkedIn Campaign Manager / Facebook Business Page
    • Requirement – Finalize your lead gen forms before proceeding 
      • This will prevent any future disruption or additional work needed
      • Please note, a change in your lead gen form after Integrate Sources are built (i.e. form names, field names, allowed values) could disrupt the connection and a new connection may need to be established
    • Best Practices
      • Be consistent with field naming conventions (i.e. use Work Email or Email on all forms) – This helps provide consistent reporting later 
      • Use only alphanumeric characters in custom field names – Avoid any punctuation (other than underscores) and avoid special characters in localized languages when possible

  2.  Activate lead gen forms within LinkedIn Campaign Manager / Facebook Business Page

    • Requirement – Lead gen forms must be set to ACTIVE status in order to begin building within Integrate Orchestrate platform
      • Connection cannot be established in any other status (Draft, Complete, etc.)
      • They should be attached to a campaign, but do not need to be running ads yet
    • Best Practice – Don’t begin promoting ads just yet!
      • Hold off on attaching ads to the form until after build and launch of Integrate Sources complete
      • This will prevent leads from being collected before the Integrate connection is tested and established

  3.  Build Social Sources within Integrate Orchestrate platform

    • Requirements  The following details must be specified ahead of time and communicated to the user responsible for building within Orchestrate…
      • Desired validation filters (i.e. email validation, only allowing certain countries, etc.) – Integrate will block any leads that do not match these filters from entering your MA/CRM system
      • Specific values or formatting needed for data entering your MA/CRM fields (i.e. two letter country abbreviations)
    • Best Practice – Update the Source Alias 
      • The Orchestrate platform currently creates a Social Source for each social campaign / form combination.
      • For easier tracking, having a unique alias for each lead gen form is helpful to identify these between systems.

  4. Test & Launch Social Sources within Integrate Orchestrate platform

  5.  Begin promotion of ads within LinkedIn Campaign Manager / Facebook Business Page

  6.  Monitor alignment between all systems to ensure successful lead delivery

    • Best Practice – Review and resolve any Rejected leads within Orchestrate


After launch, please immediately notify the Integrate team* and/or user responsible for managing Social activity within Orchestrate if any of the following changes have/will occur…

  • Changes made to a lead gen form within LinkedIn Campaign Manager / Facebook Business Page (i.e. changes to form names, field names, or allowed values)
  • Changes occurred with your Connector Authenticator (user who authenticated the LinkedIn / Facebook account within Orchestrate) (i.e. changes to their permission level or password)

Please Note: Any changes to forms, connections, or users including those listed above may require additional work and time needed to correct and re-establish lead flow.

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