Leads: Lead Sources

With Lead Sources, create API or FTP connections to import leads into Flows, upload with CSV, and create rules on how you want to handle duplicates, permissions, and more.

In this article:

To access Lead Sources, expand the  Leads drop-down menu, and click Lead Source. 

In the navigation page you can see all your existing Lead Sources, and see data on how the leads are delivered.

Double click on a Lead Source to view information about all Leads within the Lead Source. 

To the left of the navigation is a breakdown of Leads and their statuses. Click the Leads button to the right to view the Leads with that status. 

Detailed data will look like this: 

To the right of the navigation is a breakdown of the Lead Accept, Update, and Reject rate, including percentages and a bar chart.

Filter the Lead Source view by the source (FTP or API), and the date range in which they were uploaded. 

Click Search to update the Lead Source view.

Lead Source Options

When working with Lead Sources there are several different options to choose from. 

Locate the Lead Source you want to work with and click the cog icon to the right of the navigation view. 

Choose between Import CSV, Leads log, Change log, Import error log, Delete FTP file setting, Edit, and Delete.

Import CSV

Import a .CSV file with Lead data directly in your Lead Source. 

Expand the Separator, Quotation, and Coding drop-down menus to select the format your .csv file will be.

Please note that the .csv file size limit is 35MB.

Click Upload, then select the .csv file from your desktop. 

Under Select Upload Option, tick the checkbox of your preferred upload option. It is recommended to select Insert new Leads, and Update existing Leads, to ensure that your Lead data is up-to-date.

Next, map the data in your .csv file with the Lead System Fields in Flows by Enreach. 

The left hand side column is File fields: these are the columns from your .csv file.

The right hand side column is System fields: expand the drop-down menu and select the corresponding field to match the File fields. 

Any unmapped fields will be ignored by Flows by Enreach, and will not be uploaded. 

Click Import to import the Leads. 

Leads Log

Leads Log will display all Leads uploaded to the Lead Source, including the Lead data, upload time, and upload result. 

Click the CsID of the Lead to be taken to the Lead's Profile in Lead Overview, to view or edit the Lead details. 

Filter the Leads Log view by Lead Data, and the date it was uploaded. Click Search to update the Leads Log with the filters. 

Expand the Options drop-down menu and click Download to download the Leads Log as a .csv file to your desktop. 

Change Log

View all historical change data to the Lead Source by selecting Change Log.

Here you can view which User made the change, along with change type, and the change itself. 

Import Error Log

View all historical errors that have occurred while uploading Leads by selecting Import Error Log. 

Delete FTP file setting

If your lead source is FTP, you can setup rules to periodically delete files from your FTP folder.

Your FTP settings will automatically load. Select how often you want the files to be deleted in the Select deletion rule drop-down menu.


Edit 

Click Edit to edit details about the Lead Source. The options in Edit are the same as the options in Create, so to read more in-depth instructions on how to edit a Lead Source, click here.

Delete

If you want to delete a Lead Source, you will be asked to confirm, as deleted Lead Sources cannot be recovered. 

If you are sure, click Yes delete.

Create a Lead Source

To create a new Lead Source, click the + New button in the right of the navigation page.

In the pop-up wizard, there are ten steps to creating a Lead Source: click a heading below, or scroll through the article for guidance on how to complete each step.

Settings

Under Settings, configure the initial settings for your new Lead Source:

  • Source Name: This is the Lead Source name, and will appear in the Name column on the navigation page. 
  • Description: Enter a description of the Lead Source. This step is optional. 
  • User Name and Password: If you want to integrate this Lead Source to another, enter a User Name and Password that will be required upon integration. 
  • Lead Origin: Enter the origin of the Lead Source, or expand the <#> drop-down menu to insert a merge field. 
  • Lead Source: Enter the source of the Lead Source, or expand the <#> drop-down menu to insert a merge field. 
  • Lead Campaign: If the Lead Source is connected to a Campaign, enter the name, or insert a merge field. 
  • Lead Group: If the Lead Source is connected to a Lead Group, enter the name, or insert a merge field. 

Click Next to continue. 

Source Type

Under Source Type, select how Leads will be imported into the Lead Source.

  • Select API to upload Leads to the Lead Source via an API connection, either between Outbound by Enreach or an external API. 
  • Select FTP to configure the Lead Source to automatically import FTP files found on the FTP server at certain time intervals.

If you have chosen FTP as the Lead Source, enter the following information. Mandatory fields are marked with an asterisk: 

  • File Name
  • FTP Address
  • FTP Port
  • File Format/Separator/Quotation/Coding: Expand the drop-down menus to select which format your .csv file will be. 
  • FTP Folder: Enter the location of the FTP folder. 
  • Username and Password: Enter a username and password in order to access the FTP.

  • File Column/Flows Column: In File Column, enter the column name from the .csv you will be uploading. Next, expand the Flows column drop-down menu and select the corresponding field from Flows by Enreach to match the File Column. 

    Click Add column mapping, and repeat for all File columns.


If you are using your own SFTP server and it is behind a firewall, you will need to whitelist the Flows IP addresses.

Please reach out to support who will provide them.

Click Next to continue.

Validation

Under Validation, select which fields you want Flows by Enreach to check for in each new Lead, before accepting or rejecting the Lead.

If you have ordered custom validations, they will be displayed in the left side of the wizard.

Under Required Fields, expand the drop-down menu and select which field(s) will be required for a Lead to be accepted by Flows by Enreach. Leads imported without a value in these fields will be rejected. Toggle to Yes to activate the required fields. 

Under API Field Format, toggle between On and Off to configure which API fields will be required for a Lead to be accepted.

Click  Next to continue.

Client Plugins

Under Client Plugins, you can configure any custom plugin requested from Enreach Campaigns professional services. Need a custom plugin? Contact your CX Manager today!

Click  Next to continue.

Duplicates

Under Duplicates, configure how Flows by Enreach will handle any duplicate Leads uploaded in this Lead Source. 

Telephone is the default data field that will be used to search for duplicates with. To change this, or add more data fields to the duplicate search, toggle between On and Off to configure. 

Overwrite data with blank will overwrite the data field with a blank field if toggled to Yes. 

Expand the How to handle duplicates? drop-down menu and choose between:

  • Accept Lead to accept the duplicate Lead. Please note that this option will create 2 Leads - the original and the duplicate. 
  • Update Lead to update the data fields with those from the newly updated Lead. 
  • Reject Lead to reject the duplicate Lead - the original Lead will remain intact. 

Advanced

For more advanced duplicate rules, click Advanced, then Add a new rule. 

In the text field, enter the name of your new advanced rule.

Next, you can start building your rule.

  • Expand the Comparison Lead drop-down menu and choose between Value of existing Lead, or Value of new Lead. This will tell Flows by Enreach if you are looking for duplicates based on Leads already in the Lead Source, or Leads that are being uploaded as new.
  • Expand the Lead Field drop-down menu and select which data field the duplicate search will be based on. 
  • In the next drop-down menu, choose the rule: = is equals, < is less than, and > is more than. < and > are only applicable for number fields. 
  • Next, choose between Lead Field and Field Value to determine how the duplicate will be recognised. 
  • If you have chosen Lead Fields, select the corresponding data field from the drop-down menu. If you have chosen Field Value, enter the value into the text field. 
  • Finally, expand the Action drop-down menu and choose whether to Accept, Update, or Reject the duplicate Lead. 

Click Save Changes to save the advanced rule, and repeat the process to add more.

Click  Next to continue.

Budget

Under Budget, configure a budget for Leads that have been purchased from a Lead Source, so you can view budgetary statistics, keep track on your Organisation's spending, and control how to handle Leads once you have reached the budget. 

  • Total spend budget: if you are working with a Lead budget, enter the figure here, and choose whether it's per Day, Week, or Month. 
  • Lead Price: Enter the average spend per Lead. 
  • Reject Leads on max budget: Toggle to Yes to reject new Leads once the budget has been reached. 
  • Notify on budget limit reached: Toggle to Yes to send an automated email when the budget limit has been reached.
  • Selected users to notify: Select which Users will receive the notification email. 

Click  Next to continue.

Automation Flow

Under Automation Flow, you can decide to place Leads in an Automation Flow once they have been accepted, updated, or rejected. 

Expand the drop-down menus and select the Automation Flow you wish to move the Lead to. If the field is left blank, then the Lead will not be added to an Automation Flow. 

Click  Next to continue.

Permissions

Under Permissions, configure the Permissions for Leads uploaded with the Lead Source.

  • Permission: Check the boxes of the Permissions you wish to grant.
  • PermissionSource: Enter the Permission Source. This could be the Campaign the Leads came from, for example. 
  • PermissionOrigin: Enter the Permission Origin. This is the Lead Source origin, for example Facebook.
  • Permission Timestamp: Expand the drop-down menu and select a timestamp. If none is selected, then Flows by Enreach will use the Lead import time as the Permission Timestamp.

Click  Next to continue.

LifeCycle

Under LifeCycle, decide if you want Leads that have been uploaded in a Lead Source to automatically be placed in a LifeCycle status.

Expand the drop-down menu next to the Lead Source and select the LifeCycle status.

Next, expand the drop-down menu to the right of the Lead Source and select which action to take. Choose between Do Not Change, Change on Update, Change on Accept, or Change on Update and Accept. 

Click  Next to continue.

Confirmation

Under Confirmation, enter a password to password protect your Lead Source. If you add a Password Lock, then the password will be required each time you edit the Lead Source. 

Uncheck the Password Lock to leave it without password protection. 

Click  Finish to complete your Lead Source.

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