2.20

• Added Google Analytics dashboard, which gives you an overview of views by page title; event information such as page views, user engagements, and file downloads; unique users by country, browser, device, and operating system.
  
• Added an option called Web Activity Frequency. If this value is set, the App will check regularly at the frequency defined by this value if there is any latest web activity by the existing leads / contacts in Salesforce. If any such activity is detected, a bell notification is sent so that the Lead / Contact owner can check this latest activity from the AdIntel Web Activity component that is displayed on the Lead / Contact lightning record page.
  

2.19

• Added new fields to the Ad Performance custom object. The Conversions__c custom field tracks the conversions for a given time period based on the interactions with online ads. The Ad_Id__c custom field stores the Ad Id. Check this link for a complete list of fields supported by this custom object.
• Added new functionality to expand the coverage of performance reports. Previously one can get only Ad Performance reports, but now you can configure the App to get Account, Campaign and Ad Group Performance reports.
  
• Breaking change – Previously the standard Name field of the Ad Performance object is used to store the Ad Id. With this release, the Ad Id will be stored in a separate field called Ad Id (API Name: Ad_Id__c), and the Name field will be used to store the report type, for example AD_REPORT.
  

2.18

• This version is released with a few code fixes to ensure that the App works with Salesforce Summer 2023 release.

2.17

• Added support for Google Analytics 4 (GA4) properties. Google Analytics 4 is an analytics service that enables you to measure traffic and engagement across your websites and apps. With this release, the AdIntel App will not work with Google Universal Analytics properties as Google will sunset support for them on July 01, 2023. Check this page on how to setup Google Analytics GA4 properties to work with the AdIntel App for Salesforce.

2.16

• Updated the App to support Salesforce API version 55.0.
• Added support for the latest API version of Google AdWords, Bing Ads, Facebook, and LinkedIn.

2.15

• Added support for Facebook Lead Ads. Click here to learn more about how to setup the AdIntel App to work with Facebook Lead Ads.

2.14

• Added support for the LinkedIn Ads platform. If you are using LinkedIn to manage your online marketing campaigns, you can now connect AdIntel to LinkedIn and capture ad specific information (Campaign Group, Campaign, Ad) and performance metrics (Impressions, Clicks, CTR, Conversions, Spend) directly in Salesforce.

2.13

• Added support for the Twitter Ads platform. If you are using Twitter to manage your online marketing campaigns, you can now connect AdIntel to Twitter and capture ad specific information (Campaign, AdGroup, Ad) and performance metrics (Impressions, Clicks, CTR, Conversions, Spend) directly in Salesforce. Read here to learn more about how to configure your Twitter ads to work with the AdIntel App for Salesforce.

2.12

• Added support for the latest API version of Google Analytics.

2.11

• Added support for the latest API versions of Google AdWords, Bing Ads, and Facebook.
• Updated the App to support Salesforce API version 50.0.

2.10

• Added support for the AdRoll digital marketing platform. If you are using AdRoll to manager your online marketing campaigns, you can now connect AdIntel to AdRoll and capture ad specific information (Campaign, AdGroup, Ad) and performance metrics (Impressions, Clicks, CTR, Conversions, Spend) directly in Salesforce.

2.9

• Updated the AdIntel Web Activity Gadget to also show event activity of the visitors on your website. Now you can also track events such as PDF downloads, watched videos, clicked specific links etc.
  

2.8

• Added a new custom object Ad Performance to help you serialize Ad Performance data in Salesforce. From AdIntel Config tab -> Ad Reports subtab, you can configure this custom object to capture Ad Performance data from Google AdWords, Microsoft Bing Ads and Facebook.
  

2.7

• Added a new lightning component AdIntel Web Activity Gadget which gives you insights into the browsing activity of the visitor on your website. Using this gadget you can identify which landing pages the visitor had arrived during different times. In addition, you also get a session history during each such visit. The AdIntel Web Activity Gadget can be placed in the Lead, Contact, and Opportunity detail pages.

2.6.2

• This is a minor patch update to the App. After Salesforce Spring 21 release, the background of the AdIntel Config page became transparent instead of showing the standard white color. This patch rectified this issue.

2.6.1

• This is a minor patch update to the App. Fixed an issue with Adhoc Reports. In some cases where performance data is not available for a given Traffic Source, the error message Script thown an exception is shown. This issues is fixed and now the correct error message No data for the selected criteria is shown.

2.5

• Added support for currency conversion. If the cost data obtained from Google AdWords, Bing Ads, and Facebook is in a currency that is different from your Salesforce default org currency, the App will apply a currency conversion step before storing these values in Salesforce.

2.4

• Added support for the latest API versions of Google AdWords, Bing Ads, and Facebook.

2.3

• Added Adhoc Reports tab. Now you can get instant performance reports from Google AdWords and Bing Ads and export the data as a CSV file if needed.

2.2

• Added support for Facebook Ads and the App now can automatically fetch advert and cost information from your Facebook accounts. This information is then visualized in the Salesforce Facebook Dashboard.

2.1

• Converted AdIntel Web Analytics Visualforce component to Lightning Experience component.
• Converted Reports and Dashboards to Lightning Experience.

2.0

• Converted the packaging method of the App from First-generation managed packaging (1GP) to Second-generation managed packaging(2GP). This change impacts only the underlying life cycle development process of the App. It does not change the data model and functionality of the App, and how the end-user interacts with the App. Visit the following link for more information on 2GP packaging:
  https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_dev2gp.htm

The following table summarizes the suggested Salesforce profile settings for the different components of the App. You can also enable access to any other relevant profiles as you deem it necessary by using this table as a reference.

If you are using Pardot web forms instead of Salesforce Web-to-Lead to capture leads on your website, you need to do a minor customization to the web forms so that the two fields required by the AdIntel App are populated properly when the visitor clicks the submit button.

The two AdIntel fields will be updated automatically by the AdIntel javascript that is included in your web site template just before the ending body tag. Following is a complete example of a sample form which includes the two AdIntel custom fields.

Prerequisites:

1. You have included the following AdIntel javascript on your web site, just before the ending tag. Ideally do this in your web site template so that the script is present in all your web pages.

   <script type='text/javascript' src='https://success-software.biz/adintel/ss_adintel.js' defer></script>
   </body>
   
   

2. Pardot is integrated with your Salesforce CRM org and is configured to push prospects captured from web forms to Salesforce.

Procedure:

1. Create two custom text fields called Referral URL and Landing URL for the Prospect object in Pardot. Ensure that their API names are ads_referral_url__c and ads_landing_url__c respectively.
2. Map the Referral URL prospect field to the corresponding AdIntel custom field in the Salesforce Lead object.
3. Map the Landing URL prospect field to the corresponding AdIntel custom field in the Salesforce Lead object.
4. Create the web form as you normally do with the Pardot form builder.
5. If you plan to include this web form in an IFRAME on your web site, ensure that our javascript is also added in your web form, towards the bottom of the web form.

   <script type='text/javascript' src='https://success-software.biz/adintel/ss_adintel.js' defer></script>
   

6. If you plan to have the web form as part of an independent Pardot landing page, ensure that our javascript is included in the landing page before the ending body tag.

   <script type='text/javascript' src='https://success-software.biz/adintel/ss_adintel.js' defer></script>
   </body>
   

7. Add the Referral URL and Landing URL prospect fields as hidden fields to the form.
8. Do any other necessary customizations and save the form.
9. Make a test to check that the AdIntel fields in the prospect object are being populated properly.
10. Done. AdIntel is now integrated with your Pardot web form. Please repeat this procedure for all other Pardot forms.

Example: Pardot Web Form

<html>
<body>
	<p>
	<form id="form1" method="POST" action="Pardot form action">
	<!-- The two AdIntel fields included as hidden form fields -->
	<input type="hidden" id="ads__landing_url__c" name="ads__landing_url__c">
	<input type="hidden" id="ads__referral_url__c" name="ads__referral_url__c">
	First name:<br>
	<input type="text" id="firstname" name="firstname">
	<br>
	Last name:<br>
	<input type="text" id="lastname" name="lastname">
	<br><br>
	<input type="submit" value="Submit">
	</form>
	</p>

	<!-- This script sets the values for the two hidden fields ads__landing_url__c, ads__referral_url__c when the form is loaded-->
	<script type='text/javascript' src='https://success-software.biz/adintel/ss_adintel.js' defer></script>
</body>
</html>

If you are using Act-On web forms to capture leads on your website, you need to do a minor customization to the web forms so that the two fields required by the AdIntel App are populated properly when the visitor submits the form. The update of the two AdIntel fields is done in the doSubmit handler of the standard javascript code provided by Act-On.

Prerequisites:

1. You have included the following AdIntel javascript in your web site (template), just before the body tag:

   <script type='text/javascript' src='https://success-software.biz/adintel/ss_adintel.js'></script>
   </body>
   
   

2. Act-On is integrated with your Salesforce CRM org and configured to push leads/contacts captured from web forms to Salesforce.

Procedure:

1. Ensure that the Contacts are optimized for Salesforce so that the two AdIntel fields (Landing URL and Referral URL) show up in Act-On Contacts interface (Contacts -> Standard Field Names). If you do not see them, click the Optimize for Salesforce.com button.
2. Create the web form as you normally do with the Act-On form builder (Content -> Forms -> New Form).
3. Add the AdIntel fields Landing URL and Referral URL as hidden fields to the form.
    
   
    
4. In the next screen under Sign-ups to Salesforce section, enable the option Push Sign-up Data to Salesforce when someone submits this form.
    
   
    
5. In the next screen, ensure that the fields Landing URL and Referral URL under the Form Field Name column map to the corresponding names in the List Column Name column.
    
   
    
6. Make any other necessary customizations and Save the form.
7. Hover the mouse on the form in the Forms folder and select the Get Public URLs option.

 

 

8. Hover the mouse on the section titled Default and click the Get Code option.
    
   
    
9. Follow the instructions in the code and implement the form on your website accordingly.
10. In the form code, note the ids assigned by Act-On to the two AdIntel input fields Landing URL and Referral URL.
11. In the doSubmit javascript function provided by Act-On, add the following two lines right before the call form.submit();

    formElementById(form, 'form_0001_fld_0').value = AdIntelGetLandingUrl(); formElementById(form, 'form_0001_fld_1').value = AdIntelGetReferralUrl(); form.submit();
    

12. Ensure that you have replaced form_0001_fld_0 and form_0001_fld_1 with the appropriate ids noted in Step 10.
13. Make a complete test of the web form to check that the AdIntel fields are being populated properly, and the data is being copied to Salesforce as a lead / contact.
14. Done. AdIntel is now integrated with your Act-On web form. Please repeat this procedure for all other Act-On forms.

Example:

Click here to see the sample form in action.

<html>
<!-- ======================================================================================= -->
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<link rel="stylesheet" type="text/css" href="https://success-software-dev.actonservice.com/acton/form.css">
<link rel="stylesheet" type="text/css" href="https://success-software-dev.actonservice.com/acton/formNegCap.css">
<script type="text/javascript" src="https://success-software-dev.actonservice.com/acton/form/16714/0001/form.js">
</script>
<script type="text/javascript">
function formElementSerializers() { function input(element) { switch (element.type.toLowerCase()) { case 'checkbox': case 'radio': return inputSelector(element); default: return valueSelector(element); } };
function inputSelector(element) { return element.checked ? element.value : null; };
function valueSelector(element) { return element.value; };
function select(element) { return (element.type === 'select-one' ? selectOne : selectMany)(element); };
function selectOne(element) { var index = element.selectedIndex; return index < 0 ? null : optionValue(element.options[index]); };
function selectMany(element) { var length = element.length; if (!length) return null; var values = []; for (var i = 0; i < length; i++) { var opt = element.options[i]; if (opt.selected) values.push(optionValue(opt)); } return values; };
function optionValue(opt) { if (document.documentElement.hasAttribute) return opt.hasAttribute('value') ? opt.value : opt.text; var element = document.getElementById(opt); if (element && element.getAttributeNode('value')) return opt.value; else return opt.text; };
return { input: input, inputSelector: inputSelector, textarea: valueSelector, select: select, selectOne: selectOne, selectMany: selectMany, optionValue: optionValue, button: valueSelector };
};
var requiredFields = new Array(); var requiredFieldGroups = new Array(); addRequiredField = function (id) { requiredFields.push (id); };
addRequiredFieldGroup = function (id, count) { requiredFieldGroups.push ([id, count]); };
missing = function (fieldName) { var f = document.getElementById(fieldName); var v = formElementSerializers()[f.tagName.toLowerCase()](f); if (v) { v = v.replace (/^\s*(.*)/, "$1"); v = v.replace (/(.*?)\s*$/, "$1"); } if (!v) { f.style.backgroundColor = '#FFFFCC'; return 1; } else { f.style.backgroundColor = ''; return 0; } };
missingGroup = function (fieldName, count) { var result = 1; var color = '#FFFFCC'; for (var i = 0; i < count; i++) { if (document.getElementById(fieldName+'-'+i).checked) { color = ''; result = 0; break; } } for (var i = 0; i < count; i++) document.getElementById(fieldName+'-'+i).parentNode.style.backgroundColor = color; return result; };
var validatedFields = new Array(); addFieldToValidate = function (id, validationType, arg1, arg2) { validatedFields.push ([ id, validationType, arg1, arg2 ]); };
validateField = function (id, fieldValidationValue, arg1, arg2) { var field = document.getElementById(id); var name = field.name; var value = formElementSerializers()[field.tagName.toLowerCase()](field); for (var i = 0; i < validators.length; i++) { var validationDisplay = validators[i][3]; var validationValue = validators[i][1]; var validationFunction = validators[i][2]; if (validationValue === fieldValidationValue) { if (!validationFunction (value,arg1,arg2,id)) { field.style.backgroundColor = '#FFFFCC'; alert (validationDisplay); return false; } else { field.style.backgroundColor = ''; } break; } } for (var i = 0; i < implicitValidators.length; i++) { var validationDisplay = implicitValidators[i][0]; var validationValue = implicitValidators[i][1]; var validationFunction = implicitValidators[i][2]; if (validationValue === fieldValidationValue) { if (!validationFunction (value,arg1,arg2,id)) { field.style.backgroundColor = '#FFFFCC'; alert (validationDisplay); return false; } else { field.style.backgroundColor = ''; } break; } } return true; };
var r = ''; formElementById = function(form, id) { for (var i = 0; i < form.length; ++i) if (form[i].id === id) return form[i]; return null; };
doSubmit = function(form) { try { if (typeof(customSubmitProcessing) === "function") customSubmitProcessing(); } catch (err) { } var ao_jstzo = formElementById(form, "ao_jstzo"); if (ao_jstzo) ao_jstzo.value = new Date().getTimezoneOffset(); var submitButton = document.getElementById(form.id+'_ao_submit_button'); submitButton.style.visibility = 'hidden'; var missingCount = 0; for (var i = 0; i < requiredFields.length; i++) if (requiredFields[i].indexOf(form.id+'_') === 0) missingCount += missing (requiredFields[i]); for (var i = 0; i < requiredFieldGroups.length; i++) if (requiredFieldGroups[i][0].indexOf(form.id+'_') === 0) missingCount += missingGroup (requiredFieldGroups[i][0], requiredFieldGroups[i][1]); if (missingCount >
0) { alert ('Please fill all required fields. '); submitButton.style.visibility = 'visible'; return; } for (var i = 0; i < validatedFields.length; i++) { var ff = validatedFields[i]; if (ff[0].indexOf(form.id+'_') === 0 && !validateField (ff[0], ff[1], ff[2], ff[3])) { document.getElementById(ff[0]).focus(); submitButton.style.visibility = 'visible'; return; } } if (formElementById(form, 'ao_p').value === '1') { submitButton.style.visibility = 'visible'; return; } formElementById(form, 'ao_bot').value = 'nope'; formElementById(form, 'form_0001_fld_0').value = AdIntelGetLandingUrl(); formElementById(form, 'form_0001_fld_1').value = AdIntelGetReferralUrl(); form.submit(); };
</script>
<!-- ======================================================================================= -->
<!-- place exactly one copy of everything above these lines in the head section of your page -->
<!-- place everything below these lines in the body section of your page -->
<!-- ======================================================================================= -->
<body>
<form id="form_0001" method="post" enctype="multipart/form-data" action="https://success-software.biz/adintel/AdIntelFormHandler.php" accept-charset="UTF-8">
<input type="hidden" name="ao_a" value="16714" >
<input type="hidden" name="ao_f" value="0001" >
<input type="hidden" name="ao_d" value="0001:d-0001" >
<input type="hidden" name="ao_p" id="ao_p" value="0" >
<input type="hidden" name="ao_jstzo" id="ao_jstzo" value="" >
<input type="hidden" name="ao_cuid" value="" >
<input type="hidden" name="ao_srcid" value="" >
<input type="hidden" name="ao_bot" id="ao_bot" value="yes" >
<input type="hidden" name="ao_camp" value="" >
<link rel="stylesheet" type="text/css" href="https://success-software-dev.actonservice.com/acton/form/16714/0001/form.css">
<div id="ao_alignment_container" class="aoFormContainer" align="center">
<table class="ao_tbl_container" border="0" cellspacing="0" cellpadding="0">
<tr>
<td class="ao_tbl_cell" style="padding-left: 10px; padding-right: 10px" align="center">
<div align="left">
<input type="hidden" id="form_0001_fld_0" name="Landing URL" value="">
</div>
</td>
</tr>
<tr>
<td class="ao_tbl_cell" style="padding-left: 10px; padding-right: 10px" align="center">
<div align="left">
<input type="hidden" id="form_0001_fld_1" name="Referral URL" value="">
</div>
</td>
</tr>
<tr>
<td class="ao_tbl_cell" style="padding-left: 10px; padding-right: 10px" align="center">
<div class="formField">
<div class="formSectionDescription">
Enter instructions for the user here</div>
</div>
</td>
</tr>
<tr>
<td class="ao_tbl_cell" style="padding-left: 10px; padding-right: 10px" align="center">
<div align="left">
<div class="formField">
<table cellspacing="0" cellpadding="0">
<tr>
<td class="sideBySideCell formFieldLabel" >
<label for = "form_0001_fld_3_fn">
First Name</label>
</td>
<td class="sideBySideCell formFieldLabel" style="padding-left: 5px">
<label for = "form_0001_fld_3_ln">
Last Name</label>
</td>
</tr>
<tr>
<td class="sideBySideCell" >
<input type="text" class="l6e formFieldText formFieldMediumLeft" id="form_0001_fld_3_fn" name="First Name" value="">
</td>
<td class="sideBySideCell" style="padding-left: 5px">
<input type="text" class="l6e formFieldText formFieldMediumRight" id="form_0001_fld_3_ln" name="Last Name" value="">
</td>
</tr>
<tr>
<td>
 </td>
</tr>
<tr>
<td class="formFieldLabel sideBySideCell">
<label for = "form_0001_fld_3_em">
Email Address</label>
</td>
</tr>
<tr>
<td colspan="2">
<input type="Email" class="l6e formFieldText formFieldLarge" id="form_0001_fld_3_em" name="E-mail Address" value="">
</td>
</tr>
</table>
</div>
<script type="text/javascript">
if (typeof(addFieldToValidate) != 'undefined') { addFieldToValidate ('form_0001_fld_3_em', 'EMAIL'); } </script>
</div>
</td>
</tr>
<!-- BUTTONS -->
<tr>
<td>
 </td>
</tr>
<tr>
<td style="padding-bottom: 10px" align="center" id="form_0001_ao_submit_button">
<input id="form_0001_ao_submit_input" type="button" name="Submit" value="Submit" onClick="doSubmit(document.getElementById('form_0001'))">
</td>
</tr>
<tr class="formNegCap">
<td>
<input type="text" id="ao_form_neg_cap" name="ao_form_neg_cap" value="">
</td>
</tr>
</table>
</div>
<img src='https://success-software-dev.actonservice.com/acton/form/16714/0001:d-0001/pgend.gif' width='1' height='1'>
</form>
<!-- The following AdIntel script needs to be included in your web site template before the closing body tag -->
<!-- This script sets the values for the two hidden fields ads__landing_url__c, ads__referral_url__c when the form is submitted -->
<script type='text/javascript' src='https://success-software.biz/adintel/ss_adintel.js'></script>
</body>
</html>

If you are using custom web forms instead of Salesforce Web-to-Lead to capture leads on your website, you need to do a minor customization to the web forms so that the two fields required by the AdIntel App are populated properly when the visitor clicks the submit button.

The two AdIntel fields will be updated automatically by the AdIntel javascript that is included in your web site template just before the ending body tag. Following is a complete example of a sample form which includes the two AdIntel custom fields.

Example:

Click here to see the sample form in action.

<html>
<body>
	<p>
	<form id="form1" method="POST" action="https://success-software.biz/adintel/AdIntelFormHandler.php">
	<!-- The two AdIntel fields included as hidden form fields -->
	<input style="display:none;" type="hidden" id="ads__landing_url__c" name="ads__landing_url__c">
	<input style="display:none;" type="hidden" id="ads__referral_url__c" name="ads__referral_url__c">
	First name:<br>
	<input type="text" id="firstname" name="firstname">
	<br>
	Last name:<br>
	<input type="text" id="lastname" name="lastname">
	<br><br>
	<input type="submit" value="Submit">
	</form>
	</p>

	<!-- The following AdIntel script needs to be included in your web site template before the closing body tag -->
	<!-- This script sets the values for the two hidden fields ads__landing_url__c, ads__referral_url__c when the form is submitted -->
	<script type='text/javascript' src='https://success-software.biz/adintel/ss_adintel.js'></script>
</body>
</html>