Leadspace Studio: Deploy-to LinkedIn

Overview

Leadspace Studio allows you to deploy your enriched data directly to your LinkedIn instance as a campaign audience. Leadspace Studio natively supports the ability to deploy existing and net new segments to Linkedin with a click of just a few clicks.

In this article, we will review how to utilize the Deploy-to LinkedIn feature.

If you are interested in enabling this Deploy-to integration, please contact your Customer Success Manager or file a support ticket.

How does it work?

Leadspace creates a Deploy-to LinkedIn connector that all users in your Studio can access. We tie this connector to your existing LinkedIn credentials to identify your account and then connect directly via API to ensure we can push the segment directly to LinkedIn, allowing you to deploy within hours!

Getting Started

The first step in the process is to ensure you capture your LinkedIn credentials, which you'll provide to Leadspace to set up the connector.

Get your LinkedIn Credentials

In order to enable the LinkedIn integration, follow these steps:

1. From your LinkedIn instance, navigate to https://www.linkedin.com/campaignmanager/accounts
2. Provide the Account ID listed in this section, see the screenshot below.
3. Create and authorize a LinkedIn user account to generate a secure connection between LSOD and LinkedIn. This account/user will need to have access to LinkedIn indefinitely and have “Account Manager” permissions.
4. Leadspace will provide an authentication link - follow the subsequent steps to generate the token:
   1. After clicking the link, click authorize. This will take you to LinkedIn’s Oauth 2.0 authorization page, where you will first be prompted to log in to LinkedIn
      • You will then be redirected to a screen that will say “Leadspace would like to access some of your LinkedIn info”
      •  Click Allow and you will finally be redirected back to the original website linked above, where your API token will be printed on the screen.
5.  Once you receive your token, send Leadspace your Account ID and API token information. Once we receive your credentials we will connect Studio and LinkedIn
   1. Note: LinkedIn’s OAuth 2.0 Tokens require a refresh every 60 days. This means that every 60 days a refreshed token must be sent to Leadspace in order for Deployment to function. In order to access the refresh token, follow the authorization link sent by Leadspace and send the API token that the link will redirect to.
6. That's it for setup!

Deploying Segments

• Once the integration has been enabled, a new 'Deploy' option will be available in the 3 vertical dots for enrichment segments after they have finished processing.
• All available deploy-to integrations we have set up will be highlighted under the 'Deploy' box. Click on 'MORE...' to see additionally available integrations. 

1. Selecting your Segment
   1. Find a Segment you’ve created historically, or Select the Person or Company Segment you just created
   2. Click the vertical dot menu on the segment card and you’ll receive a dropdown with Segment Options
   3. From here, if you’re ready to deploy this segment, hover > Deploy
   4. Upon hovering, you’ll receive a submenu with your available destinations
      1. Deployment Best Practices - Segments should be at max~100k records or else we risk failure for segment build on LinkedIn side.
2. Choose your Destination
   1. Once you’ve found your available destinations, you’ll want to choose LinkedIn
      Shift your hover from Deploy > LinkedIn. Select LinkedIn
   2. From here, a dialogue box will appear allowing you to configure your deployment
3. Define your Remote System Settings and finalize your deployment criteria
   Ensure System equals LinkedIn
   1. Name your segment with a recognizable name you can find later
   2. Segment type reflects the type of segment built. Options are Company or Perso
4. Deploy your Segment - once you’re happy with your Settings, it's time to deploy
5. Once ready select Deploy
   1. You will now see an 'In Progress' message on the segment and in LS Studio, you will see the action in the 'Deployed To' section in the right panel. 
   2. Deployment Timing
   3. Upon deployment, your Segment will fall into the LS Queue
6. Once completed, you’ll see a confirmation in the form of a LinkedIn icon in Studio
   Note that it will take 24 - 48 hours for the segment to be available for use on LinkedIn
   Once LinkedIn has processed your segment, it will be available as third-party data source for use

Once the segment is successfully deployed, you will also get an email notification that provides details of the deployment: