Tracking Qualified’s interactions with your prospects will ensure that you are attributing pipline and ROI correctly.
Creating your campaign in Salesforce
To get started, create your Qualified campaign in Salesforce. This campaign is going to help you track your conversational marketing efforts using Qualified.
When creating your Salesforce campaign, we recommend calling it “Qualified.com” to make sure that you can distinguish between a ‘qualified’ lead and the app Qualified.
There are a few other fields you'll want to look at when creating your campaign:
1. Type: Set the type to 'web conversations.'
2. Status: Most likely your campaign for Qualified will be ongoing, so you'll want to set the status as 'In Progress' for now.
3. Start and End Date: You can leave this blank or fill in the dates that you'd like to run this particular campaign.
Set up campaign attribution in Qualified
In order for Qualified to know which campaign you’d like to associate with your leads and contacts, set this up within Lead Mapping and Contact Mapping. To get here, navigate your way to Settings → Integrations → Salesforce → Lead Mapping and next, Contact Mapping.
Scroll down to the bottom and you’ll see Campaign Attribution.
Once this is set, Qualified will know which Salesforce campaign to associate your leads or contacts to by default.
Leads and Contacts are mapped separately, so you need to map both to your Qualified campaign.
Lead source
Setting your lead source is important to help you report on where your leads in Salesforce came from. Before finishing your Campaign Attribution setup, make sure that your lead source field in Salesforce is being populated by Qualified when a lead is created.
To do this, navigate to Settings → Integrations → Salesforce → Lead Mapping
Look for your ‘Lead Source’ field or select to create one as shown below. Once you’ve created the field, set your default value on that field to “Website Conversation” or "Qualified.com Conversation" so that later on in your reports you can determine how many leads were created specifically from Qualified.
.svg)
