How to Set Up the Salesfusion Integration

With Oktopost's technology, you can synchronize social media lead information with your Salesfusion account. Our platform updates Salesfusion with precise lead source information, including which social network or social profile a click or conversion came from. You can quickly and easily set up workflows in Salesfusion based on this information, and subsequently catalog leads into dedicated social media buckets for re-marketing and nurturing purposes.

How to Set Up the Salesfusion Integration

  1. Head over to Integrations → Salesfusion
  2. You will be prompted to fill out your Salesfusion username and password.
  3. Setup a new CNAME for your domain that will point to okt.to.
  4. Enter your Salesfusion Product Id and the new CNAME that was created.
  5. Make sure that the Track Social Click Activity is checked and click on the Submit button.

Once all this is setup, every time a social link is clicked, Salesfusion will see all social clicks and display them in the lead's social journey.

The anatomy of a social click URL:

http://[YOUR CNAME]/social/[NETWORK]/[CAMPAIGN NAME]/[SOCIAL PROFILE]?utm_medium=Social&utm_source=[NETWORK]&utm_term=[CAMPAIGN TAGS]&utm_campaign=[CAMPAIGN NAME]

Note: the URL has more parameters that are used by advanced users. The full list of parameters:

Parameter Definition
utm_medium Will always be "Social"
utm_source The social network name: Twitter, Facebook, LinkedIn, Google
utm_term A comma separated list of campaign tags
utm_campaign The Oktopost campaign name
utm_content The source of the post: UI, Api, Autoposter, Bookmarklet, Board
okt_campaign_id The Oktopost campaign Id
okt_profile_name The name of the profile that was used to send the message
okt_profile_id The Id of the profile that was used to send the message
okt_poster_name The name of the user who posted the message
okt_poster_id The Id of the user who posted the message
okt_post_id The Id of the Oktopost post
okt_message_id The Id of the Oktopost message
okt_remote_url The link to the post on the social network site

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