Marketing¶ Google Ads Integration Overview Purpose Target users Marketing managers Sales managers System administrators How conversion tracking works Click ID priority Conversion value calculation Conversion types Audience synchronization Ad performance reporting Lead form imports Automated processes Module information Security User groups Salesperson Sales Manager System Administrator Record rules Conversion queue company isolation Health alert visibility Assigning groups Menu access GDPR consent management Workflows Connection Setup Prerequisites Step 1: Open the configuration Step 2: Enter API credentials Step 3: Authorize with Google Step 4: Test the connection Step 5: Configure defaults Step 6: Enable optional features Next steps Conversion Tracking Overview Required permissions Configure a CRM stage Step 1: Open stage configuration Step 2: Enable sync Step 3: Choose action mode Step 4: Set conversion type Step 5: Configure value Step 6: Set category and lookback window Step 7: Save and sync Monitor the conversion queue Handle spam leads Value restatements Next steps Audience Management Overview Required permissions Create an audience list Synchronization modes Delta sync (daily) Full refresh (monthly) Manual sync Import existing segments Conversion value rules New customer acquisition Next steps Reporting Overview Required permissions Enable reporting Campaign reports Ad group reports Keyword reports Filtering and grouping Data freshness Next steps Lead Forms Overview Required permissions Enable lead form imports View imported submissions How leads are created Next steps Troubleshooting Connection issues “Connection test failed” error OAuth authorization fails Conversion tracking issues Conversions stuck in “pending” status Conversions marked as “failed” Conversions marked as “skipped” Audience issues Audience list shows “Below Minimum” Audience sync fails with error Reporting issues No report data showing Report data seems outdated Health alerts Understanding alert types Lead form import issues No leads being imported Imported leads missing data Getting help Social Marketing Quick Start Module Components Core Overview What Problem Does It Solve? Target Users Supported Platforms Key Concepts Posts Publishing Targets Accounts Content Types Media Requirements Data Model Overview Integration Points Post Lifecycle Workflows Connecting Accounts Prerequisites Connecting Your First Account What Gets Connected Viewing Connected Accounts Account Statuses Reconnecting an Account Disconnecting an Account Instagram and Facebook Page Relationship Rate Limiting Creating Posts Required Permissions Creating a New Post Content Type Requirements Feed Post Reel Story Carousel Uploading Media Publishing a Post Publish Immediately Schedule for Later Post States Viewing Publishing Results Handling Failed Posts Best Practices Scheduling Posts How Scheduling Works Setting a Schedule Viewing Scheduled Posts Modifying a Scheduled Post Cancelling a Scheduled Post Immediate Publishing Override Automated Processing Engagement Tracking Automatic Engagement Sync Engagement Metrics Manually Refreshing Engagement Viewing Comments Filtering Comments Replying to Comments Viewing Posts on the Platform Published Posts View Configuration Required Permissions Meta Developer App Setup Required Meta Permissions Module Configuration Meta App Credentials API Settings Engagement Sync Testing the Configuration Environment Variables APP_KMS_KEY Automated Cron Jobs Publish Queue Support Troubleshooting Connection Issues OAuth flow fails with “Configuration Incomplete” OAuth redirects to an error page “No Facebook Pages found” after authorization Account shows “Needs Reauthorization” Publishing Issues Post stuck in “Publishing” state “Caption too long for Instagram” “Carousel requires at least 2 media items” “Image exceeds 8MB limit for Instagram” “Video processing timeout” “Account needs reauthorization” during publish Engagement Issues Engagement data not updating Comments not syncing Rate Limiting “Daily post limit reached” API calls throttled Getting Help Email Marketing Email marketing dashboard List view Kanban view Calendar view Graph view Search options Settings Create an email Subject Recipients Add recipient filter Mail Body tab A/B Tests tab Settings tab Email content Tracking Send, schedule, test Send Schedule Test Mailing campaigns Create mailing campaign (from campaigns page) Kanban view List view Campaign form Create mailing campaign (from settings tab) Mailing lists Create mailing lists Add contacts to mailing list Link mailing list to website Manage unsubscriptions (blacklist) Unsubscribe and blacklist Unsubscribe Blacklist Blacklisted email addresses Unblacklist contacts Lost leads reactivation email Minimum requirements Add the necessary filters Created on Stage Lost Reason Active Add body content Send or schedule Select appropriate lost reasons Analyze the results Email nurturing Analyze metrics View metrics Opened rate Replied rate Clicked rate Received rate Bounced rate Create metrics reports Mass mailing analysis Deliverability issues Events Events dashboard Settings Events section Registration section Attendance section Create events Sell event tickets Track and manage talks Event templates Event booths Event tracks Registration desk Revenues report Create events New event Event form Tickets tab Communication tab Mail Questions tab Notes tab Publish events Send event invites Sell event tickets Configuration Sell event tickets with the Sales app Sell event tickets through the Website app Talks, proposals, and agenda Event website Talks page Talk Proposals page Agenda page Event templates Event templates page Create event template Event template form Booths tab Use event templates Event booths Configuration Booth categories Create booth category Add booth to an event Booth form Sell event booths Event tracks Configuration Event Tracks page Create event track Speaker tab Contact Details section Speaker Bio section Description tab Interactivity tab Add Quiz button Publish event track Registration Desk Registration Desk page Scan a badge Select attendee Revenues report Revenues reporting page Measures Filters and grouping options Filter options Group By options Sample report: event ticket analysis (graph) Sample report: event type analysis (pivot table) Surveys Dashboard List view Activities view Create surveys Scoring surveys Create questions Live Session surveys Survey analysis Create surveys Survey form Questions tab Add a question Add a section Options tab Questions section Time & Scoring section Participants section Live Session section Description tab End Message tab Survey form buttons Scoring surveys Create questions Questions tab Create sections Create questions Create Sections and Questions pop-up window Answers tab Description tab Options tab Answers section Multiple Choice question types Multiple Lines Text Box question type Single Line Text Box, Numerical Value, Date, Datetime question types Constraints section Conditional Display section Live Sessions section Live Session surveys Create Live Session survey Options tab Questions section Time & Scoring section Participants section Live Session section Start Live Session surveys Survey analysis See results Question analysis Participations
