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
- Head over to Integrations → Salesfusion
- You will be prompted to fill out your Salesfusion username and password.
- Setup a new CNAME for your domain that will point to okt.to.
- Enter your Salesfusion Product Id and the new CNAME that was created.
- 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:
|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|