AdConnect Documentation

eduengage AdConnect Documentation

Summary

The "eduengage AdConnect Documentation" outlines how to create campaigns synced between Salesforce and ad platforms (Meta Ads and Google Ads). Campaigns can be created in either platform. AdConnect integrates multiple ad accounts, syncing performance data to Salesforce daily. It lists supported fields for campaign insights and lead tracking. Meta Ads require sharing with a specific business manager ID, while Google Ads need an ID for access request. It advises using a URL parameter sheet, mentions the "External Campaign ID" is key for Salesforce syncing, and recommends creating new campaigns for different purposes. It details how to record URL values in Account Engagement using tracking fields, and an "eduengage AdConnect cookie." Finally, it notes event submissions to Meta and Google Ads require manual implementation with Salesforce flows.

Creating Campaigns

There are two methods to create campaigns in Salesforce that are synced with the Ad Platform:

1

Ad Platform Initiated

Create campaigns directly within the Ad Platform, and AdConnect will automatically replicate them in Salesforce.

2

Salesforce Initiated

Create campaigns in Salesforce, retrieve the corresponding campaign ID from the Ad Platform, and then add this ID as the External ID in the Salesforce campaign.

How AdConnect Works

• AdConnect allows the integration of multiple ad accounts from the same supported platforms (currently Meta Ads and Google Ads).

• Campaign performance cumulative insights and campaign performance histories daily data are aggregated and synced to Salesforce daily at 00:00 in the Salesforce organization's time zone.

• To retrieve previous campaign performance histories, navigate to a campaign, click the dropdown arrow next to edit/delete/clone and click Get Histories.

• Each campaign has campaign performance histories.

Supported Fields for Campaign Insights and Campaign Performance Histories

• Ad Platform

• Click-Through Rate (CTR)

• Clicks

• Conversion Rate

• Conversion Rate (%)

• Conversions

• Cost Per Click (CPC)

• Cost Per Conversion

• Cost Per Impression (CPM)

• Cost Per Lead (CPL)

• Currency Type

• Daily Budget

• External Campaign ID

• Impressions

• Objective

• Return on Ad Spend (RAOS)

Supported Tracking Fields for Leads

• first_utm_term

• first_utm_source

• first_utm_medium

• first_utm_content

• first_utm_campaign

• last_utm_term

• last_utm_source

• last_utm_medium

• last_utm_content

• last_utm_campaign

• utm_term

• utm_source

• utm_medium

• utm_content

• utm_campaign

• campaign_id

• campaign_name

• ad_group_id

• ad_group_name

• ad_id

• ad_name

• creative_id

• creative_name

• keyword

• matchtype

• network

• device

• extension

• device_model

• free_item_id

• placement

• target

• interest_location

• location

• site_source_name

• gclid

• fbclid

• ttclid

• li_fat_id

• msclkid

• google_lead_id

• meta_lead_id

• tiktok_lead_id

• microsoft_lead_id

• linkedin_lead_id

• microsoft_lead_id

Adding Ad Accounts

• Meta Ads: To connect a Meta Ad account, share the ad account and pixel with business manager ID 1905445606505024 via partner sharing.

• Google Ads: To connect a Google Ads account, provide your Google Ads ID. A manager access request will be sent to your account for your approval.

• LinkedIn Ads

URL Parameters

Use the Tacking Parameters sheet to build URLs with Query Parameters and Macros for each platform, or you can use ready URL templates from the URLs sheet: https://docs.google.com/spreadsheets/d/1lU6vteYBCK4DMCfS8MZcXkliKjgJI70zYSr9xps-LaQ/edit?usp=drive_link

Important Notes

• Make sure you included Platform Campaign ID which can be automatically placed with Macros from the Tacking Parameters sheet.

• Platform Campaign (ex: Google Ads Campaign ID) is named as External Campaign ID in Salesforce and Account Engagement (Pardot).

• External Campaign ID will act as identifier for prospects to be added to the campaign that matches External ID of the Salesforce Campaign.

• If you want to use the same campaign for a different purpose or audience, it is recommended to create a new one since the new leads will be added to the campaign you are trying to change, and the name of the campaign will change on Salesforce and it will lead to losing the previous campaign data.

Forms and Lead Generation

To record values from the URL and pass it to Account Engagement, do the following:

• Create Tracking fields from the Tacking Parameters sheet in Pardot and map them to the related fields in Salesforce (API names begin with eduengage).

• Add those fields to Account Engagement Form as Hidden Field or as field in Form Handler.

• Use eduengage AdConnect cookie to pass the values from the URL to hidden fields.

eduengage AdConnect Cookie

The scripts below provide two variants of the cookie logic. Include the appropriate script on pages where you want to capture and persist tracking parameters and auto-populate form fields.

Variant 1

<script>
(function () {
const COOKIE_NAME = 'eduengage_AdConnect';
const COOKIE_EXPIRE_DAYS = 365;
const FIRST_UTM_KEYS = [
'utm_source', 'utm_medium', 'utm_campaign', 'utm_content', 'utm_term'
];
const LAST_KEYS = [
'utm_source', 'utm_medium', 'utm_campaign', 'utm_content', 'utm_term',
'gclid', 'fbclid', 'ttclid', 'msclkid', 'li_fat_id',
'campaign_id', 'campaign_name', 'ad_group_id', 'ad_group_name',
'ad_id', 'ad_name', 'creative_id', 'creative_name',
'keyword', 'matchtype', 'network', 'device', 'device_model',
'extension', 'free_item_id', 'placement', 'target',
'interest_location', 'location', 'site_source_name'
];
const FIELD_MAPPINGS = {
// First UTMs
first_utm_source: 'eduengage_first_utm_source',
first_utm_medium: 'eduengage_first_utm_medium',
first_utm_campaign: 'eduengage_first_utm_campaign',
first_utm_content: 'eduengage_first_utm_content',
first_utm_term: 'eduengage_first_utm_term',
// Last UTMs
last_utm_source: 'eduengage_last_utm_source',
last_utm_medium: 'eduengage_last_utm_medium',
last_utm_campaign: 'eduengage_last_utm_campaign',
last_utm_content: 'eduengage_last_utm_content',
last_utm_term: 'eduengage_last_utm_term',
// Click IDs
gclid: 'gclid',
fbclid: 'fbclid',
ttclid: 'ttclid',
msclkid: 'msclkid',
li_fat_id: 'li_fat_id',
// Ad data
last_campaign_id: 'eduengage_campaign_id',
last_campaign_name: 'eduengage_campaign_name',
last_ad_group_id: 'eduengage_ad_group_id',
last_ad_group_name: 'eduengage_ad_group_name',
last_ad_id: 'eduengage_ad_id',
last_ad_name: 'eduengage_ad_name',
last_creative_id: 'eduengage_creative_id',
last_creative_name: 'eduengage_creative_name',
last_keyword: 'eduengage_keyword',
last_matchtype: 'eduengage_matchtype',
last_network: 'eduengage_network',
last_device: 'eduengage_device',
last_device_model: 'eduengage_device_model',
last_extension: 'eduengage_extension',
last_free_item_id: 'eduengage_free_item_id',
last_placement: 'eduengage_placement',
last_target: 'eduengage_target',
last_interest_location: 'eduengage_interest_location',
last_location: 'eduengage_location',
last_site_source_name: 'eduengage_site_source_name'
};
function setCookie(name, value, days) {
const expires = new Date(Date.now() + days * 864e5).toUTCString();
document.cookie = `${name}=${encodeURIComponent(value)}; expires=${expires}; path=/; secure; SameSite=Lax`;
}
function getCookie(name) {
const match = document.cookie.match(new RegExp('(^| )' + name + '=([^;]+)'));
return match ? decodeURIComponent(match[2]) : null;
}
function getUrlParams() {
const params = {};
new URLSearchParams(window.location.search).forEach((val, key) => {
if (val) params[key] = val;
});
return params;
}
function parseTrackingCookie() {
try {
return JSON.parse(getCookie(COOKIE_NAME) || '{}');
} catch (e) {
console.warn('Error parsing cookie:', e);
return {};
}
}
function buildTrackingCookie(existing, urlParams) {
const result = { ...existing };
for (const key of FIRST_UTM_KEYS) {
const urlVal = urlParams[key];
if (!result[`first_${key}`] && urlVal) {
result[`first_${key}`] = urlVal;
}
}
for (const key of [...FIRST_UTM_KEYS, ...LAST_KEYS]) {
const urlVal = urlParams[key];
if (urlVal) {
result[`last_${key}`] = urlVal;
}
}
return result;
}
function populateFormFields(trackingData) {
for (const key in trackingData) {
const fieldClass = FIELD_MAPPINGS[key];
if (!fieldClass) continue;
const selector = `p.${fieldClass} input`;
try {
const field = document.querySelector(selector);
if (field) field.value = trackingData[key];
} catch (e) {
console.warn(`Field not found for selector: ${selector}`);
}
}
}
const urlParams = getUrlParams();
const existing = parseTrackingCookie();
const updated = buildTrackingCookie(existing, urlParams);
setCookie(COOKIE_NAME, JSON.stringify(updated), COOKIE_EXPIRE_DAYS);
populateFormFields(updated);
})();
</script>

Variant 2 (eduengage_ prefixed fields)

<script>
(function () {
const COOKIE_NAME = 'eduengage_AdConnect';
const COOKIE_EXPIRE_DAYS = 365;
const UTM_KEYS = [
'utm_source', 'utm_medium', 'utm_campaign', 'utm_content', 'utm_term'
];
const OTHER_LAST_KEYS = [
'gclid', 'fbclid', 'ttclid', 'msclkid', 'li_fat_id',
'campaign_id', 'campaign_name', 'ad_group_id', 'ad_group_name',
'ad_id', 'ad_name', 'creative_id', 'creative_name',
'keyword', 'matchtype', 'network', 'device', 'device_model',
'extension', 'free_item_id', 'placement', 'target',
'interest_location', 'location', 'site_source_name'
];
const FIELD_MAPPINGS = {
// 1. First Touch UTMs
first_utm_source: 'eduengage_first_utm_source',
first_utm_medium: 'eduengage_first_utm_medium',
first_utm_campaign: 'eduengage_first_utm_campaign',
first_utm_content: 'eduengage_first_utm_content',
first_utm_term: 'eduengage_first_utm_term',
// 2. Session UTMs (Now behaves like Last Touch)
utm_source: 'eduengage_utm_source',
utm_medium: 'eduengage_utm_medium',
utm_campaign: 'eduengage_utm_campaign',
utm_content: 'eduengage_utm_content',
utm_term: 'eduengage_utm_term',
// 3. Last Touch UTMs
last_utm_source: 'eduengage_last_utm_source',
last_utm_medium: 'eduengage_last_utm_medium',
last_utm_campaign: 'eduengage_last_utm_campaign',
last_utm_content: 'eduengage_last_utm_content',
last_utm_term: 'eduengage_last_utm_term',
// Other Last Touch Parameters
last_gclid: 'eduengage_gclid',
last_fbclid: 'eduengage_fbclid',
last_ttclid: 'eduengage_ttclid',
last_msclkid: 'eduengage_msclkid',
last_li_fat_id: 'eduengage_li_fat_id',
last_campaign_id: 'eduengage_campaign_id',
last_campaign_name: 'eduengage_campaign_name',
last_ad_group_id: 'eduengage_ad_group_id',
last_ad_group_name: 'eduengage_ad_group_name',
last_ad_id: 'eduengage_ad_id',
last_ad_name: 'eduengage_ad_name',
last_creative_id: 'eduengage_creative_id',
last_creative_name: 'eduengage_creative_name',
last_keyword: 'eduengage_keyword',
last_matchtype: 'eduengage_matchtype',
last_network: 'eduengage_network',
last_device: 'eduengage_device',
last_device_model: 'eduengage_device_model',
last_extension: 'eduengage_extension',
last_free_item_id: 'eduengage_free_item_id',
last_placement: 'eduengage_placement',
last_target: 'eduengage_target',
last_interest_location: 'eduengage_interest_location',
last_location: 'eduengage_location',
last_site_source_name: 'eduengage_site_source_name'
};
function setCookie(name, value, days) {
const expires = new Date(Date.now() + days * 864e5).toUTCString();
document.cookie = `${name}=${encodeURIComponent(value)}; expires=${expires}; path=/; secure; SameSite=Lax`;
}
function getCookie(name) {
const match = document.cookie.match(new RegExp('(^| )' + name + '=([^;]+)'));
return match ? decodeURIComponent(match[2]) : null;
}
function getUrlParams() {
const params = {};
new URLSearchParams(window.location.search).forEach((val, key) => {
if (val) params[key] = val;
});
return params;
}
function parseTrackingCookie() {
try {
return JSON.parse(getCookie(COOKIE_NAME) || '{}');
} catch (e) {
console.warn('Error parsing cookie:', e);
return {};
}
}
function buildTrackingCookie(existing, urlParams) {
const result = { ...existing };
// This loop handles the UTM parameters
for (const key of UTM_KEYS) {
const urlVal = urlParams[key];
// Only proceed if a non-empty value is in the URL
if (urlVal) {
// 1. First Touch Logic: Set only if it doesn't already exist.
if (!result[`first_${key}`]) {
result[`first_${key}`] = urlVal;
}
// 2. Session & Last Touch Logic: Update with the new value.
result[key] = urlVal;
result[`last_${key}`] = urlVal;
}
}
// This loop handles all other parameters (gclid, etc.)
for (const key of OTHER_LAST_KEYS) {
const urlVal = urlParams[key];
// Only update if a new value is present
if (urlVal) {
result[`last_${key}`] = urlVal;
}
}
return result;
}
function populateFormFields(trackingData) {
for (const key in trackingData) {
const fieldClass = FIELD_MAPPINGS[key];
if (!fieldClass) continue;
const selector = `p.${fieldClass} input, .${fieldClass} input, input.${fieldClass}`;
try {
const field = document.querySelector(selector);
if (field && trackingData[key]) {
field.value = trackingData[key];
}
} catch (e) {
console.warn(`Field not found for selector: ${selector}`);
}
}
}
const urlParams = getUrlParams();
const existing = parseTrackingCookie();
const updated = buildTrackingCookie(existing, urlParams);
setCookie(COOKIE_NAME, JSON.stringify(updated), COOKIE_EXPIRE_DAYS);
populateFormFields(updated);
})();
</script>

Test URL

To test the cookie you can use the following URL (do not modify):

https://hello.eduhub.solutions/landingpage?utm_source=google&utm_medium=cpc&utm_campaign=summer_campaign&utm_content=text_ad_1&utm_term=engineering+program&gclid=TEST-GCLID-123&fbclid=TEST-FBCLID-456&ttclid=TEST-TTCLID-789&msclkid=TEST-MSCLKID-002&li_fat_id=TEST-LIFAT-001&ad_group_id=AGID1&ad_group_name=AdGroupName&ad_id=ADID123&ad_name=AdName123&campaign_id=CID321&campaign_name=CampName&creative_id=CRID456&creative_name=CreativeTest&device=mobile&device_model=Pixel5&extension=EXT1&free_item_id=FREE123&interest_location=Berlin&location=Germany&matchtype=broad&network=search&placement=google.com&site_source_name=google&target=students&keyword=engineering

Event Submissions

To send events to Meta and Google Ads, a manual implementation must be done with flows in Salesforce.