Integration Guide. Integrating Extole with Salesforce. Overview. Use Cases

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1 Integrating Extole with Salesforce Overview The Extole referral marketing platform is easy to integrate with Salesforce.com and other Customer Relationship Manager (CRM) providers. Extole provides a straightforward method of passing data into your CRM via your standard lead forms, housed in your Marketing Automation tool, and accepts data back via file transfer over SFTP. When you integrate Extole with Salesforce, you can answer questions like: How much revenue am I driving through my referral leads? How many deals are closing through the referral channel? What types of customers refer? Use Cases TRACKING YOUR REFERRALS With Extole, you can receive a referral from any customer interaction: , the web, mobile, over the phone, via your employees. But all your leads end up in Salesforce, become opportunities, and move to closed/won when they become customers. Most referral programs reward advocates when their friends become customers, so when a lead reaches the closed/won stage in Salesforce, it is time to reward the advocate. CHANNEL REPORTING It is important to understand how leads from referrals convert compared to leads from other channels (hint: at a much higher rate). Your data from your other conversion channels lives in Salesforce, so your referral data should too. With this integration, you can attribute revenue from referrals and compare it to all your other marketing channels. 1

2 Getting Started Integrating Extole and Salesforce typically involves these steps, detailed in the following sections: 1. Understanding the customer experience 2. Salesforce initial setup 3. Lead form setup 4. Capturing the Extole identifier 5. Salesforce data transfer to Extole THE CUSTOMER EXPERIENCE To better understand how we integrate with Salesforce, here is the customer journey of an advocate and friend: 1. Friend clicks link shared by the advocate 2. Friend lands on your landing page 3. Friend converts on lead form and lead is created 4. Friend opportunity reaches closed/won 5. Advocate receives their reward SALESFORCE.COM INITIAL SETUP You ll need to create a few fields in Salesforce to configure your referral program. To create these: 1. Navigate to Setup > Admin > Build > Customize > Leads > Fields. 2. Tap Lead Source. 3. Next to Account/Lead Source Picklist Values, tap New. 4. Add Referral Program as an additional value to the Lead Source field on the Lead Object. 5. Return to the Fields menu and tap Campaign field (custom). 6. Next to Picklist Values, tap New. 7. Add Advocate Program and Friend Program as additional values to the Campaign field (custom) on the Lead Object. 2

3 8. Return to the Fields menu. 9. Create a custom picklist field on the Lead Object and name it Referral Program with the following values: a. Advocate b. Friend 10. Create a custom text field on the Lead Object and name it Partner Conversion ID. 11. Navigate to Setup > Build > Customize > Opportunities > Fields. a. Create a custom text field and name it Partner Conversion ID. 12. Navigate to Setup > Build > Customize > Leads > Fields. a. Tap Lead Mapping. b. Map the Lead.Partner Conversion ID field to the Opportunity.Partner Conversion ID field. 3

4 LEAD FORM SETUP After you ve completed the initial setup in Salesforce, there is just a slight modification that needs to be made to your lead forms to capture the Extole Click ID. Most often your lead forms are hosted with a Marketing Automation platform like Marketo, Eloqua, Pardot, and Hubspot. Here s our integration with Marketo and Forms 2.0: MARKETO FORM FIELD INSTRUCTIONS You need to add the Extole Click ID field to every lead form you host. This will allow all friends that convert to be tracked back to the advocate so if they convert on another form, they will still be matched and the advocate will be rewarded. 1. Navigate to Design Studio and scroll down to the Forms section. 2. Select a Form, go to Form Actions and tap Edit Form. 3. In the Field Details section, tap the Add New Field button. 4. Search for Extole Click ID and select. 5. In the Properties section of the Field Details, go to Field Type and select Hidden. (This will make sure the field does not show up on your forms.) 6. Tap the Finish button and tap Approve & Close. 7. Make sure to repeat steps 1-6 for all of your lead forms. 4

5 CAPTURING THE EXTOLE IDENTIFIER The next step is to capture the Extole Click ID after the friend clicks an advocate link. Whether using a Marketing Automation platform or any tool to capture leads, the basic process for integrating with Extole after the friend clicks is the same. The friend clicks and is redirected to a URL on your website Extole passes a unique parameter xtl_click_id via the query string Client will capture xtl_click_id parameter with the new lead when form is filled out the lead Here is how you implement the actions above. The following steps will require some work with your web development team and sample code blocks will be subject to change: 1. Capture the query string parameter xlt_click_id as a cookie on your landing pages. Sample code below: setcookie( xtl_click_id, getparameterbyname( xtl_click_id ), 365*24*60*5, window.location.host, / ) function getparameterbyname( name ){ name = name.replace(/[\[]/, \\\[ ).replace(/[\]]/, \\\] ); var regexs = [\\?&] +name+ =([^&#]*) ; var regex = new RegExp( regexs ); var results = regex.exec( window.location.href ); if( results == null ) { return false; else { var finalvalue = encodeuricomponent(results[1].replace(/\+/g, )); if (finalvalue.match( < ) finalvalue.match( > ) finalvalue.match( ) finalvalue.match( ) ) { return false; else { return finalvalue; function setcookie(cname,cvalue,exminutes,domain,path){ var d = new Date(); d.settime(d.gettime()+(exminutes*60*1000)); var expires = expires= +d.togmtstring(); var cookiestring = cname + = + cvalue + ; + expires; if (domain){ cookiestring += ;domain= +domain; if (path){ cookiestring += ;path= +path; document.cookie = cookiestring; 5

6 2. Pass the value of the xtl_click_id to the Extole Click ID field on your lead forms. Sample code below: var extoleformfietoda extoleformfield = getcookie( xtl_click_id ); function getcookie(cname){ var name = cname + = ; var ca = document.cookie.split( ; ); for(var i=0; i<ca.length; i++){ var c = ca[i]; if (c.indexof(name)==0) { return c.substring(name.length,c.length); return false; SALESFORCE DATA TO EXTOLE You only need to setup one report from Salesforce to export data to Extole. 1. Create an Opportunity report in Salesforce which includes conversion information on recent closed/won deals and/or opportunities in the pipeline including: a. Revenue or Annual Recurring Revenue (ARR) b. Address c. Order ID or Opportunity ID d. Extole Click ID field 6

7 2. Work with your development team to translate each row of data from the Salesforce report into an API call to Extole. a. Use Extole s create conversion API below: Endpoint. Note: All Salesforce implementations are unique. Integration details are subject to change depending on your individual Salesforce instance. About Extole Extole helps marketers acquire customers at scale by rewarding existing customers. With Extole, marketers can create a complete, efficient, and reliable acquisition channel by encouraging their customers to share their brand, products, or content. hello@extole.com (877) Extole Inc. All Rights Reserved. PROPRIETARY/CONFIDENTIAL 7