The improveit 360 Email-to-eLead feature makes it easy for developers to send leads into any improveit 360 system by simply sending a specially formatted email to a specific email address.
The received email is processed by our system and entered as an 'eLead', which, if formatted correctly, will automatically convert into a Prospect, Lead Source, and Marketing Opportunity.
To find your unique email address:
- Login to your improveit 360 system as the Administrator
- Go to Setup > Develop > Email Services
- Click on the Email Service Name (not the Apex Class) to the left of "ELeadImportEmailService"
- If you do not see this listed, your email address has not been set up. Follow the set up directions below.
- Use the Email Address near the bottom of the page to send eLeads to / provide this email address to your lead provider to submit eLeads to
To setup your unique email address:
- Login to your improveit 360 system as the Administrator
- Go to Setup > Develop > Email Services
- Click New Email Service
- Fill in the fields as follows:
- In Email Service Name = 'ELeadImport'
- In Apex Class = 'ELeadImportEmailService'
- Set Accept Attachments to 'All'
- Make sure to Accept Email From is blank (so that all emails are accepted)
- Check the 'Active' box
- Check 'Enable Error Routing' and enter an email address to send errors to.
- Click Save and New Email Address
- Fill in the fields as follows:
- In Email Address = 'EleadImport'
- Clear out anything in Accept Email From (so that all emails are accepted)
- Click Save
- Use the Email Address near the bottom of the page to send eLeads to / provide this email address to your lead provider to submit eLeads to
The body of this email should be formatted and look like the following example:
Subject line: "Provider = Source Name"
<?xml version="1.0" encoding="UTF-8"?>
<Lead>
<Email>lolaexample@email.com</Email>
<FirstName>Lola</FirstName>
<LastName>Morgan</LastName>
<StreetAddress>1888 Kona Street</StreetAddress> <City>Yellow Springs</City> <State>IA</State> <Zip>96224</Zip> <Interest>Sunrooms</Interest>
<Phone>(909) 772-8829</Phone>
<YearHomeBuilt>1962</YearHomeBuilt>
<YearHomePurchased>1999</YearHomePurchased>
<HouseholdIncome>$70K to $99K</HouseholdIncome>
<HomeValue>$150 to $200K</HomeValue>
<Date>4/4/2012</Date>
<RequestAppontmentDate>4/24/2012</RequestAppontmentDate>
<BestTimeToCall>Evening</BestTimeToCall>
<Comments>Hot lead, call them first</Comments> </Lead>
See our companion article on eLead Integration Matching Details