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LinkedIn

A professional networking service with more than 600 million members

Overview

LinkedIn is a business and employment-oriented service that operates via websites and mobile apps. LinkedIn is designed to make it easier for people to network, manage their personal brand, and connect with recruiters, job seekers, and clients.

Authentication


IMPORTANT INFORMATION

PLEASE TAKE NOTE OF THE FOLLOWING WARNINGS AS THEY APPLY TO ALL USERS/ USE CASES

Authentication Expiration Date

When selecting the parameters that you wish to use for your authentication set up, no matter which ones you decide to include, you MUST tick the first parameter:

linkedin-required

This checkbox is essentially a warning message to all users stating that you acknowledge the fact that your LinkedIn account authentication will expire exactly one year after creation. The account owner will receive two warning notifications before this occurs - ten days prior to the expiration date and again five days after (should nothing have been done about this since the first warning message).

If you do not create a new LinkedIn authentication to replace your old one, within the given time frame, all workflows using the original authentication will stop working on their preassigned end date.

Duplicate Authentications

If you intend to have more than one LinkedIn authentication for your Tray.io account, you MUST make sure that all of your LinkedIn authentications have the EXACT SAME PARAMETERS during setup.

The structure of the Tray.io and LinkedIn account partnership is such that you - as an account holder - can only have one authentication structure set up with your LinkedIn account, at any one time, when using it in conjunction with Tray.io workflows.


When using the LinkedIn connector, the first thing you will need to do is go to your Tray.io account page, select your workflow. Once in the workflow dashboard itself select and drag the LinkedIn connector from the connectors panel (on the left hand side) to your workflow.

With the new connector step highlighted, in the properties panel on the right click on 'New Authentication' under the 'Settings' heading.

linkedin-auth

In the authentication window that appears, name your authentication as appropriate, and select the scopes (permissions) that you want your authentication to have. Note that we have preselected several options for you based on the most common use cases but please make sure they apply to your own project:


Please remember to take note of the above warnings, and CHECK THE FIRST PARAMETER regardless of project specifications.

When you've selected the scopes you want, click on the 'Add authentication' button. A pop-up window will appear, asking you to sign into your LinkedIn account:

linkedin-popup1

Once you have signed in, you will then be asked to confirm that you wish to allow Tray.io access to your LinkedIn account. You may have to scroll down in order to see the 'Allow' button in order to continue.


Once you have clicked through again, your authentication should now be complete and available within your LInkedIn connector settings -> 'Authentication' field.

linkedin-auth-complete

Basic operations list

Full list of operations can be found HERE

  • Create ad campaign
  • List accounts
  • List campaign groups
  • List creatives
  • Search organizations
  • Update ad campaign

Note on Operations usage

Setting up your LinkedIn account so that it can access lead generation data

Sometimes as a client you may wish to create a Tray.io workflow that can handle "lead generation data". This is indeed possible, provided the following accounts and permissions are set up correctly. As a result we have decided to dedicate this section to clarifying some of the complexities often found during setup for this particular instance.

Requirements

Before you can access lead generation data via the LinkedIn connector, you will first need to have the permissions set up:

Before you can access lead generation data via the LinkedIn connector, you will first need to have the following permissions set up via your LinkedIn account/s. As you may have several accounts managing different aspects of your services, please read the below diagram and information given carefully:

diagram

The first thing you need to make sure of is that you have a LinkedIn account which is capable of accessing LinkedIn's 'Campaign Manager Console'. If you are unsure if your account has these permissions please contact your LinkedIn representative for confirmation and/ or access to said console.

The console itself is where your campaigns are managed. It is with this particular LinkedIn account, and in this area of the LinkedIn application, that you are able to oversee and regulate who has access to your campaign data among other things.

You will also need to make sure that the LinkedIn account you are using in conjunction with your Tray.io connector authentication, is the one you have granted campaign access rights to through said console, in order to gather your desired campaign's lead data. This LinkedIn account will also need to have been granted the role of 'Company Page Admin' as well (which again, should be handled by the console manager).

Ideally you would wish to use one LinkedIn account to manage all of the rights and roles outlined above. However in most cases this is not possible due to company and project specifications. Permissions and access management can get complex as a result, so please feel free to not only contact your LinkedIn representative but also our Customer Success Team as we are always happy to help.

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