Leadline DocsCreate Channel Tracking Link
Overview
This playbook covers how to create a Channel Tracking Link for a Position in Leadline.
→ See 106 - Channel-Tracking-Links for full product knowledge on Channel Tracking Links.
→ See 111 - Positions for more information on Positions.
How Do I Create a Channel Tracking Link?
There are two ways to open the Channel Tracking Links tab for a Position:
- From the Positions list, click a Position to open its side drawer, then click "Channel Links." Next to the search bar, click "Create New."
- Alternatively, open the Position in full screen, click "Edit Position," then click the "Channel Tracking Links" tab.
Use whichever entry point matches where you're already working — the side drawer if you're browsing the Positions list, or the full-screen Position editor if you're already there making other changes.
Either path opens the "Add Custom Channel" modal, where you first select a channel type: Organic Post, Event, Paid Advertisement, or Referral Program.
- Organic Post: Select a channel from the Channel dropdown (such as Company Website, Facebook, Indeed, Instagram, LinkedIn, TikTok, Twitter, or Custom), then click "Save."
- Event: Type the name of the event into the Event Name field, then click "Save."
- Paid Advertisement: Select a channel from the Channel dropdown (such as Facebook, Indeed, Instagram, LinkedIn, TikTok, Twitter, YouTube, or Custom), then click "Save."
- Referral Program: This channel type has its own dedicated flow. See 1203 - Create-Referral-Program for full instructions.
Related Topics
106 - Channel-Tracking-Links — Full product knowledge on Channel Tracking Links
111 - Positions — Understand how Channel Tracking Links connect to Positions
1203 - Create-Referral-Program — Instructions for creating a Referral Program, a special type of Channel Tracking Link