NOTE: You need system administrator privileges in-order to properly install and configure the AdIntel App in your Salesforce Org.

Step 1 – Go to the AdIntel App listing on Salesforce AppExchange and click the Get It Now button to start the installation process.

AdIntel App listing on Salesforce AppExchange

Step 2 – Login to AppExchange with your Salesforce Production Org credentials and select where you want to install the App.

 
If you chose Sandbox, you may be asked to login with your Sandbox org login credentials.
If you chose Production, you may be asked to login with your Production org login credentials.

 
Step 3 – Accept the terms & conditions and then click the Confirm and Install button.

 
Step 4 – Select the Install for All Users option and click the Install button.

 
Step 5 – In the Approve Third-Party Access popup window, select “Yes, grant access to these third-party web sites” checkbox and then click the Continue button.

 
Step 6 – Wait until the Installation complete screen appears and click the Done button.
 
Step 7 – Click the Next link below to proceed to configure the App settings.

Before you install the AdIntel App in your Salesforce Org, please review the following specifications to fully understand the App’s requirements. The App will not function properly if the App Configuration requirements are not met.

App Configuration

• The AdIntel App supports both Salesforce Web-to-Lead and custom web forms to capture and save leads in Salesforce.
• The App also supports custom web forms to capture and save contacts in Salesforce.
• The App has in-built support for Salesforce Web-to-Lead forms but for your custom web forms, some additional work on your end is required, depending on how your system is currently capturing and saving leads / contacts in Salesforce.
• The App requires that you add two hidden fields in the web forms. The html code to add these two fields is shown in the AdIntel Config page.
• The App requires that you include a JavaScript on your website pages where you have the web forms implemented. The html code to add this javascript is shown in the AdIntel Config page.
• The App needs access to your Google Analytics account (via OAuth protocol) if you want to track the visitor activity on your website. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
• The App needs access to your Google AdWords account (via OAuth protocol) if you want to track the performance of your Google AdWords ad campaigns. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
• The App needs access to your Microsoft Bing Ads account (via OAuth protocol) if you want to track the performance of your Bing ad campaigns. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
• The App needs access to your Facebook Ads account (via OAuth protocol) if you want to track the performance of your Facebook campaigns. You enable access for the App from the AdIntel Config page. You perform this step only once and your login credentials are not stored by the App.
• If access to the above Ad platforms is not provided, then the App can only track organic search results and other ad campaigns which use Google Urchin Tracking Module (UTM) URL parameters.

Data Access

• All the data used by the App is stored within your Salesforce environment in custom objects and in custom fields of the Lead and Contact standard objects.
• Your Salesforce user credentials are neither sent nor stored outside your Salesforce environment.

Web Services

• Google accounts web service is accessed (via OAuth) to authenticate your Google account used in managing your Google AdWords ad campaigns. URL: https://accounts.google.com
• Google Analytics related web services are accessed to obtain information about visitor activity on your website. URL: https://www.googleapis.com
• Google AdWords related web services are accessed to obtain information about your ad campaigns. URL: https://adwords.google.com
• Microsoft accounts web service is accessed (via OAuth) to authenticate your Microsoft live account used in managing your Bing Ads ad campaigns. URL: https://login.live.com
• Facebook web service is accessed (via OAuth) to authenticate your Facebook account used in managing your Facebook ad campaigns. URL: https://www.facebook.com
• Success Software web services. URL: https://success-software.biz/adintel

Lead Correlation & Reporting

• The App tracks only inbound leads / contacts that come into Salesforce CRM after the App is installed. Any other inbound leads that you have already prior to the installation of the App are not tracked.
• The App contacts Google AdWords, Microsoft Bing Ads, and Facebook Ads via web services to obtain any missing additional information regarding the inbounds – such as Campaign Name, Ad Group, Ad Text, Keyword, Search Query. This is done via a batch process that runs every hour (default).
• The App fetches cost information from Google AdWords, Microsoft Bing Ads, and Facebook Ads only via a scheduled batch process and then makes the necessary ROI calculations. Thus the data presented in Dashboards is as of the last run of the batch process.

Following is the step-by-step installation and configuration guide for the AdIntel App for Salesforce. We recommend that you complete all the steps in the order as shown below.

1. Prerequisites and Specifications
2. Disclaimer
3. Installation
4. Configure AdIntel App Settings
5. Configure Web Forms
6. Configure Google Analytics
7. Configure Google AdWords
8. Configure Microsoft Bing Ads
9. Configure Facebook Ads
10. Configure Facebook Lead Ads
11. Configure Twitter Ads
12. Configure AdRoll
13. Configure other sources
14. Configure AdIntel Web Analytics Gadget
15. Configure AdIntel Web Activity Gadget
16. Configure Profile Settings

Appendix

1. AdIntel Web Analytics Object
2. AdIntel Tracker Object
3. Ad Performance Object
4. Integration with Marketo Forms
5. Integration with HubSpot Forms
6. Integration with Custom Forms
7. Integration with Act-On Forms
8. Integration with Pardot Forms
9. Frequently Asked Questions
10. End User License Agreement (EULA)

Raise your ROI

The AdIntel App for Salesforce enables you to analyze and understand the performance of your Google AdWords, Microsoft Bing Ads, and Facebook advertising campaigns. It provides you with all the information about the inbound leads/contacts, pipeline and revenue generated from these campaigns, and automatically calculates your overall Return on Investment (ROI). This intelligence guides you to prioritize and optimize your ad campaigns and increase your overall ROI. In addition, the App also provides you information about organic searches that are generating your leads/contacts and revenue.

Now from one centralized location in Salesforce, you can visualize and measure the performance of your online marketing initiatives on diverse platforms, and take necessary actions to deliver the best possible return on your online investments.

Key Benefits

The AdIntel App for Salesforce helps Sales & Marketing professionals in your organization to easily identify which online sources are generating leads/contacts and driving revenues. This vital intelligence about your online marketing efforts helps you identify and prioritize value creating ad campaigns, and improve or eliminate campaigns with unsatisfactory results. Thus the App enables you to make informed decisions in optimizing your online marketing initiatives – thereby saving you money, time, and the needed human resources.

Google Adwords, Microsoft Bing Ads, and Facebook Dashboards:

The out of the box Google Adwords, Microsoft Bing Ads, and Facebook Dashboards give you an up to date summary of your ad campaigns on these respective ad platforms.

Specifically, the Dashboards help you:

• Identify the number of inbound leads created, number of leads converted, and the lead conversion rate.
• Identify the number of inbound contacts created.
• Identify the number of opportunities created, number of opportunities won, and the opportunity win rate.
• Examine the average cost/inbound and the average cost/opportunity – thus giving you an idea about your acquisition costs so that you can optimize your current acquisition strategy, in case the current acquisition costs are deemed too high.
• Identify the average Return of Investment (ROI) of your online efforts – so you can grasp the significance and relevance of your online investments vs. the revenue generated.
• Recognize the top performing keywords, search phrases, and campaigns that are driving the creation of leads, pipeline, and revenue – so you can further search engine optimize (SEO) the content of your website/landing pages, and generate even more revenue.
• Drill-down the reports, thus providing you additional information than what is presented in the dashboards.
• Customize and extend the dashboards with your own custom components as needed.

AdIntel Dashboard

The out of the box AdIntel Dashboard gives you a complete overview of leads, opportunity pipeline, and revenue generated from both organic search results as well as paid search programs (Google Adwords, Microsoft BingAds, Facebook, and others).

Specifically, the AdIntel Dashboard helps you:

• Identify the number of leads/contacts created from organic and paid searches.
• Identify the top search queries and keywords that generated the leads/contacts.
• Recognize the pipeline generated by the organic and paid searches.
• Recognize the top search queries and keywords that generated the pipeline.
• Find the revenue obtained from the organic and paid searches.
• Find the top search queries and keywords that generated this revenue.
• Customize the dashboard and extend it with your own custom components as needed.

AdIntel Web Analytics Gadget

In addition to the above dashboards and the underlying reports, the App also provides the AdIntel Web Analytics Gadget, which can be placed in the Lead, Contact, and Opportunity detail pages.

The AdIntel Web Analytics Gadget is a powerful tool that gives you a comprehensive summary of all the intelligence regarding the lead/contact generated by the Organic and Paid searches. When the lead is converted, this intelligence gets copied over to the related Contact / Opportunity so that the information is not lost. If you received an inbound contact instead of a lead, then the intelligence gets copied over to the related Opportunity.

Thus anytime you open a Lead, Contact, or an Opportunity detail page, the AdIntel Web Analytics Gadget presents you with a visual snapshot that helps you:

• Identify the traffic type (Organic or Paid) and the traffic source (Google AdWords, Microsoft Bing Ads, Facebook, or other) that generated the lead.
• Find out the Ad Campaign, Ad Group, and Keyword that generated the lead (Google AdWords, Microsoft Bing Ads, Facebook).
• Get a preview of the Ad that generated the lead/contact (Google AdWords, Microsoft Bing Ads, Facebook). This preview is extremely useful to quickly find out which Ad generated the lead/contact.
• Identify the location from where the lead/contact was initially generated.

AdIntel Web Activity Gadget

The AdIntel Web Activity Gadget is a powerful tool that gives you insights into the browsing activity of the visitor on your website. Using this gadget you can identify the pages visited during different times, and different actions performed (Events such as PDF downloads, watched videos, clicked specific links etc.). The AdIntel Web Activity Gadget can be placed in the Lead, Contact, and Opportunity detail pages.

Ad Performance Data

Serialize Google AdWords, Microsoft Bing Ads, and Facebook ad performance reports in the custom object Ad Performance. This data can be aggregated on a daily, weekly, and monthly basis. By having this raw data stored in your Salesforce org in a custom object, you can utilize it to develop your own custom reports, make calculations, and integrate with other applications that depend on this type of data.