Salesforce allows you to track lead and opportunity statuses, and move them through the sales process. This integration allows you to tie a Salesforce Lead or Opportunity Status to an Everflow Conversion or Event, so that Everflow reporting stays consistent with Salesforce.
Please note that you must have a Salesforce account prior to completing this integration.
Lead Status - [Click Here]
Opportunity Stage - [Click Here]
This integration can either be set up using Email Address Attribution where the email address is used to match up with an Event, or through Salesforce's Lead Source ID, which acts similarly to Everflow's Transaction ID.
Step-by-Step: Lead Status
Step #1
If you already have an existing form on your website that is reporting data to Salesforce, then the following code must be placed into the <head> of the page where the form is.
Be sure to replace INSERT_TRACKING_LINK_DOMAIN and INSERT_ADVERTISER_ID.
<script type="text/javascript"
src="https://INSERT_TRACKING_LINK_DOMAIN/scripts/sdk/everflow.js"></script>
<script type="text/javascript">
var aid = INSERT_ADVERTISER_ID
window.onload = function() {
if (!EF.getAdvertiserTransactionId(aid)) {
EF.click({
offer_id: EF.urlParameter('oid'),
affiliate_id: EF.urlParameter('affid'),
sub1: EF.urlParameter('sub1'),
sub2: EF.urlParameter('sub2'),
sub3: EF.urlParameter('sub3'),
sub4: EF.urlParameter('sub4'),
sub5: EF.urlParameter('sub5'),
uid: EF.urlParameter('uid'),
source_id: EF.urlParameter('source_id'),
transaction_id: EF.urlParameter('_ef_transaction_id'),
}).then(function(transaction_id){
if (document.getElementById('lead_source')) {
document.getElementById('lead_source').value = transaction_id
}
});
} else {
if (document.getElementById('lead_source')) {
document.getElementById('lead_source').value = EF.getAdvertiserTransactionId(aid)
}
}
}
</script>This input needs to be put on the form as well:
<input type=hidden id="lead_source" name="lead_source" />
Step #2
If you need to generate the code to place on your site, then log in to Salesforce and create a Web-to-Lead Form to generate the code that you will place on your site.
Click on the settings icon.
Type "web" into the search bar and select Web-to-Lead Setup. Be sure to include the Lead Source on the form.
Lead Source ID Method
Navigate to Integrations > CRM.
Click Connect Integration next to Salesforce (the example is already connected but when not connected it will say Connect Integration}.
Once the integration is added, click Configure.
Navigate to the Lead tab and click Edit under Configure Salesforce Lead.
You will need to select the Target:
Advertiser which uses Advertiser-level events
Offer which uses Offer-level events
Then, select which Advertiser or Offer.
Select which Event to associate with each Salesforce Lead Status.
Click Save.
Important Notes
The integration would need to be re-configured if a new lead status were to be added to Salesforce.
When setting up a Salesforce Offer, be sure to:
Set up every event that can be tracked as a lead.
Enable Email Ownership under the Attribution tab, if using Email Address instead of Lead Source ID as described above.
We recommend turning on Direct Linking, under the Tracking & Controls tab for this process.
Step-by-Step: Opportunity Stage
An Opportunity stage indicates where the Opportunity is in the sales process. Stages like Prospecting, Pledged, and Closed/Won allow you to track the status of Opportunities to match the specific business processes you use to manage sales.
Note: A primary contact must be assigned to the opportunity and a valid email address must be provided for that contact. Everflow must have already tracked a valid lead submit with that email address prior to the opportunity to track data back to our system.
Once the integration is added, click Configure.
Navigate to the “Opportunity” tab and click on the “Edit” button in the “Configure Salesforce Opportunity”.
You will need to select the Target:
Advertiser (Brand) which uses Advertiser-level events
Offer which uses Offer-level events
Then, select which Advertiser or Offer.
Select which Event to associate with each Salesforce Lead Status.
Click Save.
Important Notes
The integration would need to be re-configured if a new Opportunity Stage were to be added to Salesforce.
When setting up a Salesforce Offer, be sure to:
Set up every event that can be tracked as an Opportunity.
Enable Email Ownership under the Attribution tab
We recommend turning on Direct Linking, under the Tracking & Controls tab for this process.