How To: Set up Lead Delivery to Velocify

TOPICS COVERED IN THIS ARTICLE

  • How to Set up Lead Delivery to Velocify

ENVIRONMENT

LeadManager

DETAILS

Velocify LeadManger is able to receive real‐time, direct posts of data from sources such as custom websites, landing pages, 3rd party systems, etc.

  • Regardless of method, data is delivered to a custom endpoint / posting url supplied by Velocify once the integration is complete - see example below:

https://secure.velocify.com/Import.aspx?Provider=Example&Client=30120&CampaignId=36

  • The Provider Name is created during the setup process and determined by the lead provider / 3rd party / client requesting the integration
  • Velocify Support does not troubleshoot or assist in configuration of external systems for lead delivery

HTTP Post

During setup variables are mapped to the fields to be populated within the LeadManager

Here is an example:

Variable LeadManager Field
fname First Name
lname Last Name
email Email
homephone

Home Phone
mobilephone Mobile Phone
  • Variables are determined by the lead provider / 3rd party / client requesting the integration.
  • Variables cannot contain spaces or special characters
  • Mapping is completed by Velocify Support following the information supplied by lead provider / 3rd party / client requesting the integration.
  • We recommend variables have logical naming convention similar to the one above
  • Leads submitted via Http POST should be delivered in this format within the body of the post
    • variable=value&variable=value&variable=value

Example

first_name=Jon&last_name=smith&email=jsmith@yahoo.com&home_phone=310-489=8798&mobile_phone=778-908-0980

HTTP GET

During setup variables are mapped to the fields to be populated within the LeadManager.

Here is an example

Variable LeadManager Field
fname First Name
lname Last Name
email Email
homephone

Home Phone
mobilephone Mobile Phone
  • Variables are determined by the lead provider / 3rd party / client requesting the integration.
  • Variables cannot contain spaces or special characters
  • Mapping is completed by Velocify Support following the submission of integration information supplied by lead provider / 3rd party / client requesting the integration.
  • We recommend variables have logical naming convention similar to the one above
    • Leads submitted via Http GET should be delivered in this format as part of the post header

variable=value&variable=value&variable=value

Example

https://secure.velocify.com/Import.aspx?Provider=Example&Client=30120&CampaignId=36&first_name=Jon&last_name=smith&email=jsmith@yahoo.com&home_phone=310-489=8798&mobile_phone=778-908-0980

XML Post

An XML Schema must be submitted with the integration request

Mapped is done by Velocify Support following the information supplied by lead provider / 3rd party / client requesting the integration.

XML follows a 1:1 relationship between variables and the fields being populated within the LeadManager

Variable / Node LeadManager Field
<FirstName> First Name
<LastName> Last Name
<EmailAddress> Email
<PrimaryPhone>

Home Phone
<SecondaryPhone> Mobile Phone

Leads submitted via XML should be delivered within the body of the post following the same schema used to setup the integration

Getting Started

Fill out the Lead Post Integration Form

The Lead Post Integration Form is available on the Velocify Support Portal. It is designed to collect all the required information to create the integration.

  1. The posting method (HTTP Post, HTTP GET or XML Post).
  2. A list of the variable to field mapping
  3. Provider Name to be created
    • The Variable Names can be created by the lead provider / 3rd party
    • Lead Providers / 3rd parties must work with clients to confirm the Field Names required for this form
  4. Submit the completed form to Velocify Support.
  5. Once the integration / mapping has been completed the Support Team will provide a posting url / endpoint for lead delivery

LeadManager Campaigns

In LeadManager, clients create something like folders or ‘buckets’ to organize leads from various sources. They might be thought of like folders within an email inbox – where emails from different recipients would be routed into different folders. We call these folders “Campaigns”. LeadManager clients have complete control over creating and titling these campaigns.

If necessary, LeadManager clients may provide a list of these campaigns including the corresponding Campaign Id, along with instructions on what leads should be routed to a particular campaign:

For example, “All leads routed to our webpage via Pay‐per‐Click should be posted to the campaign called ‘AA Short Form CA", Campaign ID 36”

Finally, lead posts can be ‘routed’ to any campaign by appending the campaign id:

  • https://secure.velocify.com/Import.aspx?Provider=Example&Client=30120&CampaignId=36
  • https://secure.velocify.com/Import.aspx?Provider=Example&Client=30120&CampaignId=48
  • https://secure.velocify.com/Import.aspx?Provider=Example&Client=30120&CampaignId=37