eLead Integration & Matching Details – improveit! 360

eLead Integrations to improveit 360

improveit 360 can accept automated electronic leads from an email or a web form. The two methods are referred to as “Email-to-eLead” or “Web-to-eLead”. Both these options require a specific type of formatting (either for the body of the email, or formatting of the Contact Us page on the company’s website).

This integration depends heavily on what your web developer or lead provider can accommodate.

Please send the below information to your web developer/lead provider and ask if they can accommodate either of these two methods. Let me know which method your web developer would prefer. Once we know which method your web developer can accommodate, I will be able to set up either a dedicated Email address OR a dedicated URL for the eLead integration.

Critical information to capture: Source Type, Source Name, the Taker (your Canvasser), the Taken On Date, Prospect’s First and Last Name, either an Email address OR a Phone number OR a complete Address (an eLead MUST have at least one method of contact; either Email, Phone or Mail).

eLead Field Weighting

When an eLead comes into the system, improveit 360 will attempt to match the data entered with existing Prospect data in the system. Each Field is weighted differently. Below are the details on which eLeads would produce a “Match”.

An eLead “Match” consists of 15 Points or more of matching data points.
No Match (you will see “Conversion Issue” check box will be checked on the eLead) is less than 7 Points.

The eLead and Prospect matching fields and their weighting are listed below. These weighted settings cannot be configured. They are standardized across all improveit 360 systems.

Email address = 16 Points

Phone = 11 Points

Last Name = 3.6 Points

First Name = 2.8 Points

Street Address = 1.3 Points

Zip Code = 1.1 Points

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.

Email Subject: Provider = Website

Email Body:

<?xml version="1.0" encoding="UTF-8"?>
<Lead>
<Email>1234@fake.com </Email>
<FirstName>Gandalf</FirstName>
<LastName>TheGrey</LastName>
<StreetAddress>456 The Shire</StreetAddress>
<City>Oxford</City>
<State>OH</State>
<Zip>45056</Zip>
<Product>Roofing</Product>
<Phone1>(123) 555-1234</Phone1>
<Phone1Type> Mobile</Phone1Type>
<Comments>A wizard is never late, nor is he early, he arrives precisely when he means to.</Comments>
</Lead>

Web form to eLead - A couple of tips:

Change the retURL field to a page on your website that you want them to get directed to after the form is submitted.

You can remove any fields you don't want to use.

You add additional fields. If the "name" is recognized as the API name of a field on the eLead, it will get put in that field automatically. IF they are not recognized they will get added to the 'Comments'.

Make use of the debug hidden field so you can see how the data is being mapped and to display errors. When turned on, the redirect will not happen and the data as it is mapped to the eLead will be displayed in JSON format.

Web form to eLead - What should the POST look like?

https://orgdomain.secure.force.com/Provider/services/apexrest/i360/eLead?FirstName=Gandalf&LastName=TheGrey&Phone1=1235551234&Phone1Type=Mobile&StreetAddress=456+The+Shire&City=Oxford&State=OH&Zip=45056&Email=1234@fake.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.

Note: the portion in red above should be unique to your org and comes from a url endpoint that you can either create yourself or ask i360 support for help providing. Steps for creation of this endpoint and how to format it in the URL POST can be found here: Setup Web-to-eLead Endpoint URL

This method also accepts JSON which would look like this:

{
"FirstName": “Gandalf",
"LastName": "TheGrey",
"Phone1": "1235551234",
"Phone1Type": "Mobile",
"StreetAddress": “456 The Shire",
"City": “Oxford",
"State": "OH",
"Zip": “45056",
"Email": "1234@fake.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."
}

eLead to Prospect Matching

Introduction

After an eLead is inserted into the database, Prospects are graded in an attempt to match an eLead with an existing Prospect; this grading process is executed in the TryAFullSearch function of the eLeadTriggerSupport batch class. Grading is commenced using a 3-point scale:

3: Great Match
2: OK Match
1: No acceptable match

If a Great Match is found (Grade 3), then that prospect's Id is assigned to the eLead's i360__Prospect__c field and a new lead source is created using the eLead and Prospect.

If an OK Match is found (Grade 2), then the eLead's Conversion_Issue__c field is set to true and an email is sent to the User regarding the number of eLead conversions that failed. Note that no lead source is created for an eLead with a Grade of 2.

If no acceptable match is found (Grade 1), then a new Prospect is created from the eLead, the new Prospect's Id is assigned to the eLead's i360__Prospect__c field, and a new lead source is created using the eLead and Prospect.

Description of Grading Process

Note that if multiple matching Prospects are found for an eLead, the list of Prospects is ordered by Last Modified Date in descending order and limited to 1 result. Thus, only 1 Prospect match at most will be chosen, and this Prospect will be the best match that was also modified most recently.

A Grade of 3 is assigned if a Prospect is found during any of the following checks:

Check Level 1:

Prospect primary first name is similar to eLead first name AND Prospect primary last name is similar to eLead last name. If the aforementioned primary names do not match, then Prospect secondary first name is similar to eLead first name AND Prospect secondary last name is similar to eLead last name
Prospect phone 1 equals eLead phone 1 OR Prospect phone 2 equals eLead phone 1 OR Prospect phone 3 equals eLead phone 1
Prospect home address is similar to eLead address 1
Prospect primary email equals eLead email OR Prospect secondary email equals eLead email

Check Level 2:

Prospect primary first name is similar to eLead first name AND Prospect primary last name is similar to eLead last name. If the aforementioned primary names do not match, then Prospect secondary first name is similar to eLead first name AND Prospect secondary last name is similar to eLead last name
Prospect phone 1 equals eLead phone 1 OR Prospect phone 2 equals eLead phone 1 OR Prospect phone 3 equals eLead phone 1
Prospect home address is similar to eLead address 1

Check Level 3:

Prospect primary last name is similar to eLead last name. If the aforementioned primary names do not match, then Prospect secondary last name is similar to eLead last name
Prospect phone 1 equals eLead phone 1 OR Prospect phone 2 equals eLead phone 1 OR Prospect phone 3 equals eLead phone 1
Prospect home address is similar to eLead address 1

Check Level 4:

Prospect primary last name is similar to eLead last name. If the aforementioned primary names do not match, then Prospect secondary last name is similar to eLead last name
Prospect phone 1 equals eLead phone 1 OR Prospect phone 2 equals eLead phone 1 OR Prospect phone 3 equals eLead phone 1

Check Level 5:

Prospect phone 1 equals eLead phone 1 OR Prospect phone 2 equals eLead phone 1 OR Prospect phone 3 equals eLead phone 1
Prospect home address is similar to eLead address 1

Check Level 6:

Prospect primary email equals eLead email OR Prospect secondary email equals eLead email

A Grade of 2 is assigned if a Prospect is found during any of the following checks:

Check Level 7:

Prospect phone 1 equals eLead phone 1 OR Prospect phone 2 equals eLead phone 1 OR Prospect phone 3 equals eLead phone 1

Check Level 8:

Prospect primary first name is similar to eLead first name AND Prospect primary last name is similar to eLead last name. If the aforementioned primary names do not match, then Prospect secondary first name is similar to eLead first name AND Prospect secondary last name is similar to eLead last name
Prospect home address is similar to eLead address 1

A Grade of 1 is assigned if none of the above checks find a matching Prospect.

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