Your leads. Your way. Lead delivery options for BuyerZone clients and partners.

Transcription

1 Your leads. Your way. Lead delivery options for BuyerZone clients and partners.

2 Lead delivery from BuyerZone 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. Lead delivery options: Sample lead .. (required)... Text message... CSV attachments via ... CSV via FTP... XML (web services)... HTTP post... Salesforce.com... Salesforce.com sample lead.. 3 rd party lead integration

3 Sample lead Below is a sample of a plain text lead so you can get a sense for the information included 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 Note: the number of questions and answers will vary based on the category ======================================================= Questions? custcare@buyerzone.com or call (888)

4 (required) BuyerZone will always send you leads via as a standard part of our service (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) 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 Contact our Customer Care team at or by so we can add your phone number(s) to your account and provide instructions on how to optin. You must opt-in to start this service, but can opt-out at any time. As always, regular text message rates apply. 5

6 CSV attachments via BuyerZone delivers flat files with comma separated values (CSV) to your designated address or addresses. Each lead is followed by a line break. 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 file has a unique name using the format: Date_hour_unique-16-digit-id.txt. Each CSV file contains only one unique lead category. If you have multiple lead categories, you will receive multiple s with CSV file attachments. Choose your frequency You can receive your BuyerZone leads as a CSV attachment via at the following intervals: Hourly Every 3 hours Once per day Multiple recipients Choose from a single recipient or multiple recipients (up to 5) 6

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 BuyerZone 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) BuyerZone 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></st reet2><city>avery</city><state><statename>idaho</statename><stateabbreviation>id</stateabbreviation></state><zip>838 02</zip></address><phone><phoneFreeText> </phoneFreeText><numericPhone> </numericPhone></phone>< >< Address>buyerzonetesting2014 v3@buyerzone.com</ address></ ></contactinfo><personalinfo><lastname>doe</lastname><firstname>john</first Name><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><questionWithAns wers><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 BuyerZone offers a simple HTTP post to a URL you provide. We will post a predefined 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 BuyerZone provides integration with Salesforce.com based on the Web-to-leads form functionality. We leverage the standard Salesforce.com lead template as the basis for field integration. Lead data is mapped to the following fields: First Name, Last Name Address Company name (if applicable) address Phone number Title Description: contains question and answer data as well as the information on number of employees and industry All question set answers can be entered into the Description field of the default lead form or customized to your specifications. Question and answer values are delimited by a semi-colon and two spaces ( ; and two spaces) an example is shown on the next page. Leads are provided to your Salesforce.com instance in near real time - as frequently as every 10 minutes, or at the standard available intervals (10 minutes, 30 minutes, hourly, every 3 hours, or daily). The maximum number of leads that can be sent per day is 500. Messages regarding failure of the communication are sent to your predefined Salesforce.com administrator. What we need: Test URL OID number This can be found by going to Setup > Company Profile > Company Information The Salesforce.com organization ID (OID) is found under the Organization Detail section Failover address or addresses Web-to-Lead feature must be activated within your instance This can be completed by going to Setup > Customize > Web-to-Lead link Ensure Web-to-Lead is enabled, complete the information on the page and save 10

11 Salesforce.com lead format 11

12 3 rd party lead integration BuyerZone 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 Alicia Hall at or alicia.hall@buyerzone.com for more information or if you don t see the vendor you work with listed below. 12