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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.

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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