Lead Delivery Options. Your leads sent your way. Lead delivery options for clients and partners.

Transcription

1 Lead Delivery Options Your leads sent your way. Lead delivery options for clients and partners.

2 Introduction We know how important quality and timely leads are for your business. That s why we offer a number of lead delivery options so you have one less thing to worry about. This easy guide will walk through the multiple options we support. Table of contents (required) Sample lead ... Text message... CSV attachments via ... CSV via FTP... XML (web services)... HTTP post... Salesforce.com... Form POST

3 (required) Business.com leads will always be sent via by default (in addition to any other options you choose). Every lead will include the lead contact information, question and answers specific to the category, as well as the lead category and unique lead number within the subject line of the lead . HTML or text Choose your lead format: either plain text or HTML Multiple recipients While we require at least one recipient on your account, you may choose to have multiple addresses receive each lead (up to 5) 3

4 Sample Lead Below is a sample of a plain text lead so you can get a sense for the information included. Your lead s will be coming from BuyerZone a service that powers our quote-ready lead generation product Original Message----- From: leads@buyerzone.com Sent: Thursday, April 25, :18 AM To: your @ .com Subject: New <Category Name> Lead - #XXXXXXX The following information is a quote request from a BuyerZone buyer for <Category Name>. Please be sure to: 1. Review the buyer's purchasing requirements. 2. Contact the buyer as soon as possible - preferably within the next hour. 3. Mention that you received their request from BuyerZone. ======================================================= BUYER INFORMATION Name: Jeff Kelly Title: General Manager Company: AMK Company Company Size: 1 to 9 Industry Type: Retail Address: 2223 Wyman Street Location: Waltham, MA, Phone number: @amkcompany.com *Please note: This address may be different than the address in which the buyer is looking to purchase a product or service. We match leads to suppliers based on the zip code in the Request for Quote below. ======================================================= REQUEST FOR QUOTE Question 1: Answer 1 Question 2: Answer 2 Question 3: Answer 3 Question 4: Answer 4 Zipcode: address: @amkcompany.com ======================================================= Questions? custcare@buyerzone.com or call (888) Note: The number of questions and answers will vary based on the category. 4

5 Text Message If you re always on the go, our text message lead delivery option can be a great choice. Supported by major carriers We can send you leads while you re out of the office to ensure speedy lead follow-up Multiple recipients You may choose to receive text messages to a single address or multiple (up to 5) How to opt in 1. Log-in to Online Account Tool 2. Click Account 3. Click TXT Message Opt-In 4. Enter phone number 5. Turn on notifications for categories that you would like to get notifications for 5

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7 CSV via FTP Leads are delivered via a CSV file posted to your designated FTP site. The first row is the title row; subsequent rows contain the lead information and include: Request # Date/time Contact information Question and answer information Each format differs depending on answers to the questions submitted by the buyer. Each category has a unique 16 digit ID. This ID is the distinguishing factor to differentiate between leads from different categories. Each file has a unique name using the format: time_date_unique-16-digit-id.txt to ensure we do not overwrite any file at this URL, and so you can grab the files at your own convenience. Note that we only send you a file if there is lead data (we do not send empty files). Choose your frequency You can receive your Business.com leads in CSV format via FTP at the following intervals: Every 10 minutes Hourly Once per day Once per month Failover (s) Include a failover address or addresses in the event of an issue so you ll never miss a lead What we need: FTP URL FTP port FTP username FTP password FTP directory (optional) Failover or s 7

8 XML (web services) Business.com offers real-time lead delivery service with XML as the lead format type for delivery over HTTP post. The leads are delivered individually. All XML formatted leads follow our internal schema. We open a HTTP socket and then post the entire stream of XML data into one URL parameter. As long as we receive an HTTP status code of 200, we will assume the lead was sent successfully. To get started, we will send you a XML sample file for each category so you create your XML parser to read it. The same fields are sent each time, so it is important the data is mapped correctly. What we need: URL Test URL (if applicable) Parameter name (if applicable) Failover or s Sample XML format: <quotelist><quote><quoteid> </quoteid><categoryname>business Phone Systems</categoryName><categoryId>10144</categoryId><quoter><contactInfo><address><street>N/A</street><street2></stre et2><city>avery</city><state><statename>idaho</statename><stateabbreviation>id</stateabbreviation></state><zip>83802</z ip></address><phone><phonefreetext> e><fullname>john Doe</fullName></personalInfo><businessInfo><companyName>Testing, Inc.</companyName><title>CEO/President/Owner</title><industry>Advertising/Marketing/PR</industry><companySize>50 to 99</companySize></businessInfo></quoter><requestDetails><questionWithAnswers><answer> Installing new phone system</answer><question>new, replace, or expand:</question><prioritylevel>0</prioritylevel></questionwithanswers><questionwithanswers><answer> 100 </answer><question>number of phones:</question><prioritylevel>0</prioritylevel></questionwithanswers><questionwithanswers><answer> ASAP</answer><question>Timeframe:</question><priorityLevel>0</priorityLevel></questionWithAnswers><questionWithAnswer s><answer> </answer><question>zip code:</question><prioritylevel>0</prioritylevel></questionwithanswers><questionwithanswers><answer> buyerzonetesting2014v3@buyerzone.com </answer><question> address:</question><prioritylevel>0</prioritylevel></questionwithanswers></requestdetails></quote></quotelist> 8

9 HTTP post Business.com offers a simple HTTP post to a URL you provide. We will post a pre-defined set of fields which include: quote_number category full_name first_name last_name company industry job_title address address2 city state zip phone company_size description Includes all questions + answers in the form of supplier question: answer(s) <line break> Note: if there is no data for any of the fields, a blank string will be sent. If the HTTP post does not return a status code of 200, a failover will be sent. What we need: URL Failover or s 9

10 Salesforce.com Business.com provides integration with Salesforce.com based on the Web-to-leads form functionality. We can leverage the standard Salesforce.com lead template as the basis for field integration or use any custom fields you ve created for the leads. Please contact us for a full list of fields we can integrate with, for your specific type of leads! Leads are provided to your Salesforce.com instance in real time. Any messages regarding failure of the communication are sent to your pre-defined Salesforce.com administrator. Once you create your Web-To-Lead. Here s what we need to begin: Web-To-Lead Failover or s Directions on pulling your Web-To-Lead: Go to Setup > App Set-Up > Leads > Web-To-Lead > Create Web-To-Lead Drag over fields you d like to use Click generate 10

11 Form POST Business.com integrates directly with a number of CRM, marketing automation and sales management software vendors. Included below are vendors we commonly work with but we can work with any system that accepts a form post. Please contact your sales rep or integrations@business.com for more information. 11