Campaign Influence

Overview

This application helps Kylas users to update the Campaign information e.g., Source, Campaign, and UTM parameters on meetings from the related Lead, Deal, or Contact.

How Will It Work?

This application helps Kylas users to update the Campaign information e.g., Source, Campaign, and UTM parameters on Meetings from the related Lead, Deal or Contact. The application creates a Webhook in your Kylas account to listen to the Meeting Created event and this application fetches the source, campaigns and other Campaign information from the related entities of the Meeting and updates is back on the Meeting.
Please follow the steps below to set up the application to use it.

Influence Settings:

Select the entity that you would like to update the Campaign information
Once you select an entity, the application will create 8 custom fields (Source, Campaign, Sub-source, UTM Source, UTM Campaign, UTM Medium, UTM Term, UTM Content) on the entity.

Note: Please make sure you have sufficient number of custom fields available to create on your Kylas account to let the application work as expected.

Set priorities:

A meeting can be related to one or more Leads, Deals or Contacts. In this case which entity’s UTM values the app should copy to the Meeting.

Select entity for priority order P0, P1 and P2.
The app will prefer the entity available on the Meeting set as P0. And if entity set as P0 is not associated with the Meeting or No Campaign information are available on the entity, then the app will check for the entity set as P1 followed by P2.

When a Kylas user creates a Meeting in Kylas then the application will look for the campaign information available on the related entities and copy it on Meeting.