Relevant to: Demand Acceleration Platform | Content Syndication | Webinar Integrations | Social Integrations
To ensure leads are flowing successfully, monitor the lead flow from your Source(s) to your integrated Marketing Automation or CRM system. You can do this by generating reports and analyzing the lead post out status.
It's advisable to work with your system admin to check that lead numbers in the Demand Acceleration Platform are aligned with those in your integrated system.
This article provides an overview of how to monitor the status of your post outs.
In this article
Checking the status of post outs
|
Many customers find that a weekly check to ensure alignment between systems is sufficient. |
Using the options below, determine the cadence and monitoring method that works best for your team depending on your volume and requirements.
There are several ways you can check the status of post outs:
- Compare the number of accepted leads in the Demand Acceleration Platform and the integrated system.
- Check the response content in a Post Out Log Report.
- Check the disposition codes in a Lead Report (if using an API integration to Marketo or Salesforce).
- Confirm that leads are displayed as Delivery Successful (if using an API integration to Marketo or Salesforce).
Below is an outline of each option. For system specific instructions and recommendations, see the relevant Monitoring your Lead Post Outs article.
|
API integrations |
|
| Monitoring your Lead Post Outs to Salesforce | |
|
Other integrations |
|
| Monitoring your Lead Post Outs to Pardot | |
|
Monitoring your Lead Post Outs to HubSpot (Outbound Forms) |
Monitoring your Lead Post Outs to HubSpot (HTTP Raw) |
Compare the number of accepted leads in both systems
Check that the total number of accepted leads in the Demand Acceleration Platform matches those in your integrated system. You may need to work with the system admin if you don't have access to your Marketing Automation or CRM system.
Download a Post Out Report
Check that the Response columns in a Post Out Report indicate the success values that you expect for your system.
- Success codes indicate that data has been successfully sent from the Demand Acceleration Platform, but it does not confirm it has been processed by the receiving system.
Download a Lead Report (Marketo & Salesforce API integrations only)
Check the Disposition Code column in a Lead Report to identify any errors. See Demand Acceleration Platform Dispositions for more information.
- This method is only suitable for API integrations with Marketo and Salesforce. This is because the chart is determined by the response code that is received directly from Marketo/Salesforce through a REST API integration.
- Success codes indicate that data has been successfully sent from the Demand Acceleration Platform, but it does not confirm it has been processed by the receiving system.
Confirm leads are displayed as Delivery Successful (Marketo & Salesforce API integrations only)
The Lead Status chart should display leads as Delivery Successful in the Demand Acceleration Platform (Source Integrations tab) - and not as Delivery Failed or Never Delivered.
- This method is only suitable for API integrations with Marketo and Salesforce. This is because the chart is determined by the response code that is received directly from Marketo/Salesforce through a REST API integration.
- This option is only available for data that has been collected in the last 90 days.
For all methods, check the instructions and recommendations for your specific system as they can vary.
|
If you conclude that leads have been posted out as expected, no further action is required. |
| If you have encountered post out errors, move on to Identifying errors and determining the solution. |
Identifying errors and determining the solution
If you have discovered that there are leads in your Source that didn't successfully post to an integrated system, identify the appropriate solution in the article below that corresponds to your system.
|
API integrations |
|
| Interpreting Salesforce Post Outs Responses & Common Errors | |
|
Other integrations |
|
| Interpreting Pardot Post Out Responses & Common Errors | |
|
Interpreting HubSpot (Outbound Forms) Post Out Responses & Common Errors |
Interpreting HubSpot (HTTP Raw) Post Out Responses & Common Errors |
|
Once you have discovered why the post out has failed and you have rectified the issue, the next step is to repost the leads. |
Recommended Reading