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How to Upload Leads to a Custom Activity

Overview

 

 

Partners generate, nurture, and qualify leads through marketing and sales activities. Zift123 enables visibility and tracking across the lead lifecycle. Qualified leads are a valuable resource that often end in the sale of a product. Users of Zift123 will work with either marketing-generated or distributed leads from suppliers. What's the difference?

  • A marketing-generated lead is a lead generated by the marketing efforts of the partner.  Partners create marketing activities such as emails, web plugins, or print media that are sent to a list of contacts. When a contact interacts with these activities, either by clicking a link or viewing the article, Zift123 assigns a lead score. The lead score shows the leads that respond to marketing efforts the most. Once a contact reaches the lead score threshold, we refer to them as a lead. 
  • A distributed lead is created or provided by the supplier and distributed to the partner through Zift123.  A distributed lead comes into Zift123 with a lead score of 50, which is the typical lead score threshold for a lead.

After launching the campaign, you can use the features of Zift123 to manage marketing-generated leads through the qualification, sales, and closing phases of the sales pipeline. After creating a campaign, you will want to know how successful it was.

Custom Activities can be configured for non-digital tactics executed outside of Zift123. A partner or agency may host a webinar, golf outing, or other in-person event that generates leads. In this article, learn how to upload leads in bulk or individually to a custom activity. Uploading leads allows a partner to do the following:

  • Demonstrate Proof of Performance to the supplier.
  • Create and score leads generated from non-digital tactics.
  • Associate non-digital lead activities (score, timeline, etc.) with contact records in Zift123.
  • Set a lead status for those leads generated from non-digital tactics.
  • Register leads generated from non-digital tactics.
  • Create and Update opportunities for those leads generated from non-digital tactics.
  • If lead settings allow, share lead and opportunity data with the supplier.

We have specific directions for some of the file uploads.

Prerequisites

You should be familiar with the following topics before continuing:

How to Upload Leads to a Custom Activity 

You can directly upload leads to a Custom Activity. This is helpful if you have been to an event and have several names of people of businesses to add as leads.

  1. From Campaigns > My Campaigns, locate the campaign, and select an activity.
  2. Do one of the following:
  3. Select Upload Leads to add a large number of leads.
    1. Choose Upload leads if you have a CSV file.
    2. Browse to select the file to import that has the leads.
    3. Select Upload
  4. Select Add Lead to add a single lead.
    1. Choose Add Lead if you have an individual lead that needs to be added.
    2. Complete the Lead information in the pop-up window.
    3. Select Save.

Back To Top

Continue Getting Started Managing Marketing Leads
  1. Understand the Difference Between a Lead and Contact
  2. Where to Find Your Leads
  3. Understand Lead Scoring
  4. Accept or Reject Your Leads
  5. Assign a Lead to a Sales Rep
  6. Change the Status of Leads
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