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How to connect ChargeBee with LinkedIn Matched Audiences

Connect ChargeBee to LinkedIn Matched Audiences with LeadsBridge

ChargeBee » LinkedIn Matched Audiences

In this article, you'll learn how to set up the bridge and connect ChargeBee to My CRM Example using LeadsBridge.

Benefits

LinkedIn Matched Audiences is a set of targeting tools that allow advertisers to better reach users on the platform using their own data. LinkedIn already provides a unique and convenient way to target members by company, industry, skills, titles, and more.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose ChargeBee as the source for your bridge
  2. Choose LinkedIn Matched Audiences as the destination for your bridge
  3. Click on the Continue button
  4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your ChargeBee with LinkedIn Matched Audiences

Step 2.A: Setup your ChargeBee integration

  1. Click on Connect ChargeBee
  2. Click on Create new integration to connect your ChargeBee (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the ChargeBee integration
  4. Fill Domain, API Key field to connect ChargeBee with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this ChargeBee and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your ChargeBee is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for ChargeBee

How to get Domain, API Key

In the URL, enter the site name of your account. Example URL: https://sitename.chargebee.com Site name from the example: sitename

In order to obtain the API Key, log in your Chargebee account, select Settings > Configure Chargebee > API Keys and Webhooks and then click on the API Keys tab. If no API Keys are listed, you need to create it clicking on the Add an API Key button.

Step 2.C: Setup your LinkedIn Matched Audiences integration

  1. Click on Create new integration to connect your Ad account (or select an existing one from the dropdown if you already connected it)
  2. You will be prompted to the Ad platform authorization experience. Here you will need to grant LeadsBridge access on click on the Authorize button
  3. Once done, you can choose a name for this LinkedIn Matched Audiences and LeadsBridge integration (you can also edit it later)
  4. Once the authorization pop up is closed, you are ready to select from the dropdown the Ad Account and all the required parameters, including the sync frequencies.
  5. Use Simulation functionality in order to test the source data and receive a report to verify the information processed
  6. Now that your LinkedIn Matched Audiences integration is fully set up too, you can click on the Continue button

Notes for the simulation mode: A published bridge with simulation ON is not sending any data, the simulation has to be switched off to have the audience being created, up and running on the Advertising platform. You can edit it later from inside the bridge if you want to go live and send the data.

Step 3: Fields Mapping

Here you'll be able to map your ChargeBee information with your LinkedIn Matched Audiences fields.

  1. You will have LinkedIn Matched Audiences fields on the left. Match the information you wish to pass align from ChargeBee
  2. Based on LinkedIn Matched Audiences functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

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