Marketing Optimizer offers users a few options for receiving or sending data from the system. The most dynamic option is to configure an HTTP POST. Once created, data can be moved quickly and easily to a capable external program or database, or received instantly into your account.
How It’s Used:
Inbound Posts – Users whom buy leads from providers or aggregators can provide them with the information necessary to deliver leads directly into your Marketing Optimizer account, hands-free! The same instructions can be applied to receiving contact data from remote offices that use a different CRM, and other remote programs or websites that collect contact data. Posted contact data NOT related to existing data creates a new contact. Data relating to a contact already in the system can add/update the contact with the more recent info, accept the data as a duplicate and labeling it as such, or automatically delete the incoming data (see “Deduplication” settings for details).
Outbound Posts – Need to pass contact info to a remote office or independent agent that uses their own CRM? Need to send data to a remote server or compatible software for accounting, project management, etc.? Simply select the contacts you wish to send and choose your POST options from the “Actions” menu. You can also have contact data post automatically by configuring an automation, using the filter tool to determine what contacts are sent and when. HTTP POST configurations can also be applied as a preferred delivery method for your lead buyers.
Setting Up An Inbound POST:
Configuring an inbound HTTP POST is actually done on the lead provider’s end of things. Your Marketing Optimizer account provides the information they will need to successfully set that up. Start by going to “Settings” > “Database” > “Inbound” > “Inbound HTTP POST (Form Posting Instructions)”.
Here, you will see some general instructions at the top of the page, and below a table of variables and fields that can be passed, the first two of which (“action” and “org”) are required.
The green “Export” down-arrow button in the upper-left corner of the table allows you to download this screen as a .CSV (spreadsheet) file, allowing you to then forward the instructions to your lead providers. *NOTE that the instructions are for receiving a “plain-text POST method”. Marketing Optimizer can also receive a GET method by altering the “Action” value to “feedback_get_add”.
Setting Up An Outbound POST:
Marketing Optimizer lets you create as many post configurations as you need. The information you will need for those are provided by the recipient, so you will need to ask them for “plain text HTTP POST” instructions. Once you have this, go to “Settings” > “Database” > “Outbound” > “Outbound HTTP POST”.
When you choose to add or edit a post, a smaller window pops up with five sections (tabs) across the top.
- General – The general information regarding the post like name, the URL the post sends the data to, whether this is an active post, and if you need the system to remove any non numerical characters (parentheses, dashes, periods) from phone and fax numbers passed.
- Misc Information – Here you can choose to pass contact related data other than custom fields including the contact’s unique ID number, status/substatus, notes, capture date/time. Campaign, and visitor IP address. The fields on the right is where you enter the field names of where this information goes in the recipient’s system.
- Assigned User Information – You can pass the name of the contacts’ assigned users by role to any field on the recipient’s end.
- Field Information – Here you match your contact fields in Marketing Optimizer (on the left) to the appropriate field names provided by the recipient (on the right). You do not need to fill out all fields available and can enter only the field names you wish to pass data for.
- Custom Values – This section allows you to optionally pass fixed values (on the left) to recipient fields (on the right). This is commonly used for passing required fields provided by the recipient such as an account ID, campaign ID, server login credentials, etc., or any field value that you want to be the same for every lead passed.
Once completed and saved, you can now select your post configuration when running an action (“Post this contact to an external form”) from the contact list, adding the same action to an automation, and when choosing lead delivery options under “Lead Purchasing”.
*Custom integrations and XML formatted POSTs may be available for an additional charge. Contact customer support for details.