Relevant to: Demand Acceleration Platform
Automate lead uploads beyond traditional channels and connectors. Such examples could include sending leads into the Demand Acceleration Platform from Marketo with a Marketo Webhook, from an Eloqua form or from a webinar/online event using an API (which could not be achieved with a Webinar Integration).
Whether you choose to use a webhook or API to upload leads, you will need to create a Source in a CPL Campaign in the Demand Acceleration Platform first.
This article explains the initial setup needed in the Demand Acceleration Platform, including how to collect the required API posting details.
| You need to have set up a CPL Campaign in the Demand Acceleration Platform - before building a Source. |
|
In this article:
Setup overview
When using a Marketo Webhook
- In the Demand Acceleration Platform - In a CPL Campaign, create a Source.
- In the Demand Acceleration Platform - Collect credentials from Source.
- In Marketo - Create a Webhook and add Source credentials.
- In Marketo - Create a Smart Campaign to trigger the webhook.
When using an Eloqua form
- In the Demand Acceleration Platform - In a CPL Campaign, create a Source.
- In the Demand Acceleration Platform - Collect credentials from Source.
- In Eloqua - Create a form.
- In Eloqua - Create a Campaign.
When using other system APIs
- In the Demand Acceleration Platform - In a CPL Campaign, create a Source.
- In the Demand Acceleration Platform - Collect credentials from Source.
- In your inbound system (eg. BrightTalk) - Add Source credentials.
- Check the documentation of your specific system or contact their Support team to finalize.
Building a Source for Lead Uploads via API
1. In to the Demand Acceleration Platform, navigate to Campaigns > My Campaigns. Click on the published CPL Campaign to house your Source and serve as the template.
| The Source that you are creating will be associated with this Campaign and cannot be relocated to another. |
2. Click Add New Source and select Add Event Source.
| A note on CPL Event Source types: your account name will appear wherever there is reference to a Media Partner. This is because there is no associated Media Partner (typically used in Content Syndication). |
3. Your Source has been created; click Check out your new source.
The Source is automatically set to Live and housed in your Campaign.
4. Check and update the Source information outlined below by moving methodically left to right through the tabs. For more information about Source tabs, see: Adding New Sources.
Name your Source
You can give your Source a nickname - known as the Source Alias - to help you identify it. This is done in the Source Summary tab by clicking on the Source title. Type your new Source Alias and it will save automatically when you click elsewhere.
The Source Alias can be anything you like - we recommend determining a naming convention to use across all your Sources, which will help you to identify them.
Confirm start and end dates
The initial Start and End Dates of your Source have been carried over from the setup of your Campaign. On the Source level, you can now make adjustments to these flight dates based on the needs of your Source.
Make sure your Source Start and End Dates encompass the expected duration of lead flow. Your Source will mark itself as 'Completed' once it reaches the end date, which stops lead flow.
| You can leave your Event Source End Date open ended to allow consistent lead flow. |
Confirm setup of fields
The initial fields on the Fields tab of your Source have been carried over from the associated Campaign. On the Source level, you now can make changes or additions as needed to collect and validate the lead data from your inbound system.
1. In the Source, click on the Fields tab. Confirm you're happy with the fields; add and/or remove fields using the drag and drop Field Creator if needed.
- These fields should match those in your inbound system. Pay close attention to which are marked as required, field types used, and validations applied.
- Any inbound leads that do not meet the conditions set on the Fields tab will be marked as Rejected and will not be processed through the outbound integration to your Marketing Automation or CRM system.
2. Click on the Source Field that you would like to edit. This will open the Field Details panel and reveal the field editing and validations available for that field type.
|
It's recommended to keep your Source Field names consistent (eg. using Work Email or Email) to enable consistent reporting later. |
3. Add or remove any validations specific to this Source to block any undesirable leads from your inbound system. These field validations help determine whether inbound leads are accepted or rejected. To read more about types of field validations available, see Build Basics.
Rejected leads are still visible within the Demand Acceleration Platform. See Managing Leads after a Manual File Upload for applicable details.
Confirm Terms
The rules in the Default Terms tab have been carried over from the setup of your Campaign. On the Source level, you can adjust these as needed for your file upload.
It is advised to use the following values:
| Field |
Required? |
Recommended |
| Total Allocation Per Source |
Required |
Leave as the default value 10000 (this is primarily used for Content Syndication). |
| Payout Amount |
Required |
Leave as the default value 0 (unless you have a set CPL for these leads, this is primarily used for Content Syndication). |
|
Over-Delivery
|
Select one option |
Recommend setting to Allowed with an Over Delivery Price of 0. |
|
Pacing
|
Select one option |
Recommend setting to None for constant lead flow. |
| Seller Proofs | Check box or leave blank |
Leave this field blank (as this is primarily used for Content Syndication). |
| Source Agreement | Check box or leave blank |
Leave this field blank (as this is primarily used for Content Syndication). |
It is recommended to add de-duplication rules to prevent multiple versions of the same lead. For API and Marketo Webhooks, select Email - Reject if Already Exists in Source.
Read more in De-Duplication Rules.
Confirm outbound integration
The settings in your Source's Integration tab has been carried over from the associated Campaign. On the Source level, make changes or additions to post out accepted leads according to the needs of the specific Source (eg. add routing details specific to your file upload).
Open the Source integration tile to make changes and send a test lead to confirm, then click Save. For more about setting up and testing Marketing Automation and CRM integrations, see Integrations & Post-outs.
|
If you will be using a Marketo webhook, ensure you are sending the Integrate Lead ID to the corresponding Marketo field. |
Collecting Source API Posting Details
Once you're ready to begin accepting leads into your Source, collect the API posting details from your Source as you'll need to add them to your inbound platform.
1. Navigate to your Source's Summary tab.
2. Scroll to the Delivery section.
3. Collect the following values (which are typically needed when setting up an API connection):
| Component |
Description |
Where to locate it |
| Post URL |
Identifies the Source where leads will be posted. This will look something like: https://api.integrate.com/post/ |
The first value in the Sample POST Request box. |
| Post Body String (Payload) |
Identifies the field names with placeholder values (myValue) where you need to add your inbound system field names. This will look something like: first_name=myValue&last_name=myValue&email |
The third value in the Sample POST Request box. |
|
Your Source is now set up. |
|
|
If you are using Marketo webhooks: see Sending Leads into the Demand Acceleration Platform with Marketo Webhooks for the next steps. If you are using Eloqua forms: see Sending Leads into the Demand Acceleration Platform using an Eloqua Form for the next steps. If you are using any other systems: check with your inbound platform's support team for instructions on how to build within their platform. For example, BrightTALK's API instructions. |
|
Recommended Reading
- Sending Leads into the Demand Acceleration Platform with Marketo Webhooks
- Sending Leads into the Demand Acceleration Platform using an Eloqua Form