Convertr & LinkedIn Integration for Lead Generation Forms

The Convertr integration with LinkedIn Lead Generation forms allows you to create campaigns, edit forms, post ads and sync leads captured on LinkedIn into your Convertr Enterprise.

Connect Your Convertr Instance To Linkedin

Adding A LinkedIn Account To Convertr


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Prerequisites:

1. A LinkedIn ads account in LinkedIn Campaign
2. One of the following user types on the LinkedIn Company Page
• Page Administrator
• Lead Gen Forms Manager
3. One of the following user types in LinkedIn Campaign Manager
• Account Manager
• Campaign Manager
4. Media budget and a live ad campaign

1

Within your enterprise, navigate to ‘Connected Apps > Linkedin’ in the left sidebar.

LinkedIn Connected App
2

Click the ‘Add Connection’ button.

3

Sign in with your LinkedIn credentials to connect your account to your Convertr Enterprise.

4

The ‘Accounts’ table will show your newly added account, including the account API Token, the date the token was created, the dates it is updated and the date it is due to expire. To continue, click the ‘View button’ to go to your account.

5

You are now ready to begin setting up your new campaign or creating a connection to an existing campaign.

Adding Sponsored Content


Prerequisites:

Create your form in LinkedIn
Create your campaign in Convertr
Create a form within your Convertr campaign
Assign a publisher to your Convertr campaign for clear lead attribution

1

In your account, click ‘Connections’ in the subnavigation.

2

Click ‘Add Connection’ to begin the connection setup process.

3

Complete all fields to setup your connection.

Sponsored Account – The account you would like to connect within LinkedIn.
Linkedin Form – The form you are using on LinkedIn to capture the lead data.
Campaign – The associated campaign within Convertr.
Publisher – The associated publisher leads will be attributed to within the Convertr campaign.
Form – The form you are using within your connected Convertr campaign.
Link ID – The link you are using within your connected Convertr campaign.

4

Click ‘Save’ to connect your LinkedIn campaign to a Convertr campaign.

5

Test the integration by submitting a test lead before going live. Within LinkedIn, navigate to the ‘preview’ section in the ‘Campaign Manager’ dashboard. Click the ‘Preview’ button to submit a test lead.

Prerequisites:

Create a Convertr campaign
Add/Assign White Paper content to your campaign
Create a form within your Convertr campaign

1

Under the ‘Campaigns’ tab, click the ‘Create Campaign’ button.

2

Complete all fields to set your campaign details.

Sponsored Account – The account you are using within LinkedIn.
Convertr Lead Capture Campaign – The campaign you are using within Convertr.
LinkedIn Campaign Group – The campaign group you are using within LinkedIn.
LinkedIn Campaign Name – The name of your LinkedIn campaign.
LinkedIn Campaign Goal – The goal of your new LinkedIn campaign.
Total Budget – The total budget of your campaign.
Daily Budget – The daily budget of your campaign.
Bids – The bids of your campaign.
Targeted Countries – The bids of your campaign.
Start Date – Campaign start date.
End Date – Campaign end date.
Ad Rotation – LinkedIn will optimise for performance or rotate within available space.

3

Create your LinkedIn form and messaging.

Form Name – The name of your form.
Form Headline – Your title or headline.
Privacy Policy URL – A link to your legal page or privacy policy page.
Privacy Policy Text - The copy to accompany your legal page.
Thank You Page Message – The message to appear once the form is completed.
Thank You Page CTA – What action would you like leads to take after completing the form.
Thank You Page CTA URL – The landing page you would like leads to visit after completing the form.
Data Capture Form – Your Convertr form which will be used to process your customer data.
Form Fields – Select the fields you would like to map from your Convertr form to your LinkedIn form.

4

Create your LinkedIn Ad using the white paper assets available in your Convertr campaign. To begin, select your desired white paper, then change details as required:

Title – The name of your asset.
Synopsis – A short description of the white paper.
Label Type – Your CTA.
Privacy Policy Text – Add verbiage based on your privacy policy and opt-in requirements.
Ad Preview – A live preview of how your ad will look in LinkedIn.

5

Click the ‘Save’ button and your Campaign, Ad and Form are ready!

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