Consider the Minimum Data points required to insert a new record:
- First Name
- Last Name
- at least one method of contact (Phone, Email or a complete Address)
- Source Type
The way data is sent into improveit 360 by the Lead Provider determines the Source and Source Type. If Source and Source Type are coming into improveit 360 incorrectly, talk to your Lead Provider. Send them a link to this Article!
Email is the most heavily weighted field when matching to existing Prospects, we recommend making this field required on your Contact Us webpage. See also: eLead Field Weighting
Email to eLead - What should the email look like?
The email should be formatted as plain text string (not HTML and not JSON) and look like the sample below. The Subject line of the email contains the Source data.
Email Subject: Provider = Website
<?xml version="1.0" encoding="UTF-8"?>
<StreetAddress>456 The Shire</StreetAddress>
<Comments>A wizard is never late, nor is he early, he arrives precisely when he means to.</Comments>
NOTE: For Email-to-eLead, Phone 1 must be formatted as a phone number (xxx) xxx-xxxx
Highlighted below are where the Source and Source Type data can be found in the Email example.
Web form to eLead - What should the POST look like?
The HTTP Post query data should be formatted and look like the sample below.
FirstName=Gandalf&LastName=TheGrey&Phone1=1235551234&Phone1Type=Mobile&StreetAddress=456+The+Shire&City=Oxford&State=OH&Zip=45056&Emailemail@example.com&SourceType=Lead+Provider&Source=Website&Interest=Roofing&Comments=A wizard is never late, nor is he early, he arrives precisely when he means to.
Web form to eLead will also support JSON, which would be formatted like this:
"StreetAddress": “456 The Shire",
"SourceType": "Lead Provider",
"Comments": "A wizard is never late, nor is he early, he arrives precisely when he means to."
Highlighted below are where the Source and Source Type data can be found in the example string above.
Whether inserted via Email, or via HTTP Post string or JSON, the eLead record for the above data examples will look like the following eLead example in improveit 360:
NOTE: A successfully converted eLead will show a link to the Prospect record and the new Lead Source record.
Watch our 1-hour Webinar on eLead Data Collection Best Practices available here: https://attendee.gotowebinar.com/recording/7707259180895153665
Be sure your lead providers are supplying Source Type data in the string. See also: when Source Type Data is not specified what can happen to the eLead?
For a full Field Mapping Template for eLeads, see: eLead Standard Field Mapping
For more information on troubleshooting inserted eLeads, see also: eLead Troubleshooting
Need to setup an eLead Integration? Follow along with the steps in this Article: Setup Web-to-eLead Endpoint URL or contact our Support team by submitting a Ticket.