Set up lead delivery so we know how we’ll be delivering your newly acquired leads to you. It’s pretty easy, and the system will help you test your newly created delivery method so you’re confident everything is good to go!
Learn how to setup your Lead Delivery with our Demo Tutorial, or follow the next guide:
To get started go to the Lead Delivery Tab, and click on the blue, “Add delivery destination” button.
The first step is to name your Lead Delivery destination in the “Settings” section. It’s a good practice to make a specific reference to the way you capture your leads, by CRM or email system; using a clear naming convention allows you to use the same lead delivery setting again, on any new campaigns that are setup in the account.
Next comes the HTTP Request section, which is where the Lead Delivery and we are able to ensure the magic happens for you to receive all those valuable leads.
First choose your Posting Method: “Post” or “Get.” Your choice should align with how your system receives leads and either option works perfectly with ZAN. Once you’ve selected the method, input your Lead Delivery Posting URL, ensuring it’s accurate and ready to receive leads (NOTE: make sure to use ‘http://…etc’).
Then, you’ll need to decide how you want to map your lead information so that ZAN can accurately transmit your leads’ data to your system. You have two options for this: Simple Field Mapping or using custom code.
Navigate to the over 20 fields provided by ZAN, such as “First Name”, “Last Name”, “Phone”, “Email”, etc., and input the title by which those attributes are represented in your internal system. For example, if in your system the First Name of the leads is processed as “first_name”, that is the code you want to input in the “First Name” field.
Ensure the attributes you are adding match exactly how they are identified in your own system. Even minor discrepancies, such as a single letter, underscore, or comma, can cause lead delivery to fail. For example, if your system represents the field “Phone” with the word “phone,” only with minus characters, and you input “Phone” with a capital “P,” the entire lead delivery setup will fail, and you won’t be able to receive your leads’ data. Repeat this process for all the fields you wish to collect.
Additionaly, if you need to collect additional custom parameters from leads, you can add them in the “Custom Parameters” field, separating them with an “&” sign. Remember to input them exactly as they appear in your internal system.
If your Lead Delivery is nested in a JSON or XML code, simply activate the “This lead delivery includes nested JSON or XML” option, and paste your code into the “Request Body” Field.
After you’ve mapped your leads’ information, fill in the next two fields:
• Request Headers: If you’ve chosen the “Post” delivery method, enter the name and body of your request headers in the “Request Headers” section. You can add multiple headers using the “Add Request Header” button.
• Response Patterns: Define your success and failure response patterns to identify whether a lead was successfully accepted by the endpoint. Use labels that correspond to your internal system, such as “Accepted” or “Success” for Success Response Patterns, and our “.*” wildcard for Failure Response Patterns.
Finally, and very importantly, make sure your Lead Delivery is working, by going to the “Test posting URL” section and clicking the green button. This will send a test using our sample data, and the response will indicate whether everything is ready for the live launch. If the test is successful, click “Save” to finalize your settings.
If this is not your first campaign, and you want to use the same Lead Delivery Settings from a previous one, just click on the green “Load Settings From Another Destination” button, select the desired Lead Delivery setup, and click on the green “Save” button.
