Follow

How to Set Up Automatic Nightly Lead Exports

Important: Administrative permission is required to access the Zift123 Settings. For more information, contact your supplier point of contact. 

Overview

 

 

The Nightly Lead Export Email will automatically send a CSV file with a list of leads that includes the lead/opportunity information to My Downloads once setup. The leads that are included are those that have exceeded the lead score threshold and have had some sort of marketing activity on the previous day. The email notification is sent each night. Logged in users can access the report under My Down

The CSV file will include three things:

  1. The standard lead contact information like email address, first name, last name, company, and phone number.
  2. Any custom lead fields such as the product of interest.
  3. A list of the marketing events for that lead in JSON format.  This includes the type, date/time, and description of the event.

Here is an example of the JSON formatted string for marketing events:

[{"Type":"Email Open","Description":"Email 'EP-ADSD-NA-Nurture1-Dynamic' was opened. Click <a href='http://www.sampleemails.org/marketing-email-sample.html' target='_blank'>here<\/a> to view the email.","Date":"6/6/12 6:05 PM"},{"Type":"Website View","Description":"Viewed website '<a href='http://www.molex.com' target='_blank'>http://www.microsoft.com/en-us/default.aspx<\/a>'.","Date":"4... 6:09 PM"},{"Type":"Website View","Description":"Viewed website '<a href='http://www.molex.com' target='_blank'>http://www.microsoft.com/en-us/default.aspx<\/a>'.","Date":"4... 6:09 PM"},{"Type":"Email Open","Description":"Email 'Eloqua Lead Campaign' was opened. Click <a href='http://www.sampleemails.org/marketing-email-sample.html' target='_blank'>here<\/a> to view the email.","Date":"4/16/12 5:21 PM"}]

This list can be easily imported into your CRM using its standard lead or data import capabilities.

Prerequisites

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password

How to Set Up your Nightly Email Export.

  1. On the Zift123 home page, click the drop down arrow beside your name, select Settings.
  2. From Zift123 > Settings, select CRM Settings.
  3. Select Add New CRM Integration.
  4. Select Nightly Lead Export from the drop down.
  5. Complete the settings.
    1. Enter the email address that will receive the report.
    2. Enter the minimum lead score threshold.
  6. Select Save at the bottom of the screen.
  7. Verify the integration is set to On to complete the integration process.

 

Back To Top

Continue Getting Started With Setting Up Your Settings
  1. Company Profile
  2. Manage Users
  3. Email Notification Setting
  4. Social Media
  5. Website Analytics
  6. Suppression List
  7. CRM Settings
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

© 2017 Zift Solutions, Inc.
Powered by Zendesk