LinkedIn Steps on Your Website
You can include the LinkedIn Group Join part on any web page such as your home or registration page. However, we recommend you include the part on the page users navigate to after registering or logging in to your website. This way, when a user joins your LinkedIn group, the user's profile information processes to the constituent record in Blackbaud CRM. When you place the part on a page, one of three scenarios happens on the part.
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A website user does not have a constituent record in Blackbaud CRM and registers as a member of your website. The user then clicks the option to join your LinkedIn group. After the user joins the group on your page, the view option appears. When the user clicks this, the group appears in a new window or tab on LinkedIn. |
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When the user registers as a member of your site, a transaction processes to Blackbaud CRM to create a constituent record for the user. The user's LinkedIn profile and group information processes to the back end and the information automatically appears on the constituent record once it exists. This process may take up to 24 hours. Once it completes, you can view the data on the Contact tab under Social media accounts. |
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A website user has a constituent record in Blackbaud CRM and is also a member of your website. While logged into your website, the user clicks the option to join your LinkedIn group. After the user joins the group on your page, the view option appears. When the user clicks this, the group appears in a new window or tab on LinkedIn. |
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This automatically processes the user's LinkedIn profile and group information to the constituent record in Blackbaud CRM. On the Contact tab, you can view the data under Social media accounts. |
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A website user has a constituent record in Blackbaud CRM and is also a member of your website. However, the user is not logged into your site and clicks the option to join your LinkedIn group. After the user joins the group on your page, the view option appears. When the user clicks this, the group appears in a new window or tab on LinkedIn. |
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This workflow does not process any data for the user to Blackbaud CRM. |
Join — When a user is not in a group, the join option appears on the page based on your HTML editor design.
View — When a user is in a group, the view option appears on the page. It uses the same HTML editor design as the join option.
Note: The Join group and View group merge fields generate the join and view options on your page. If the user is not in a group, the join option automatically appears. If the user is in a group, the view option automatically appears.