Salesforce allows you to track lead statuses, and move them through the sales process. This integration allows you to tie a Salesforce Lead 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.


Step-by-Step

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 1A

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 1B

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.

1. Click on the settings icon.

2. 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 Control Center - Integrations > CRM. Click Add next to Salesforce.

Once the integration is added, click Configure.

1. You will need to select the Target:

  • Advertiser which uses Advertiser-level events

  • Offer which uses Offer-level events

2. Then, select which Advertiser or Offer.

3. Select which Event to associate with each Salesforce Lead Status.

4. 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.


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