Relevant to: Demand Acceleration Platform
There may be instances when you wish to manually upload lead data into the Demand Acceleration Platform. For example, if you have data from an external source that you would like to standardize and validate, add static values, and map the data points to other values.
This can be achieved in the Demand Acceleration Platform by uploading a .csv file to a Source and routing lead data into your Marketing Automation or CRM Systems.
In this article:
| Before you begin building; there are some important considerations that will determine the best way to set up your Campaign/Source for a manual lead upload. |
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1. Identify what benefits you anticipate from manually uploading lead data into the Demand Acceleration Platform - are you looking to combine processes such as validation, standardization, and mapping, plus the addition of static values to route the data into your Marketing Automation or CRM System? This is typically where value will be obtained from manual file uploads (rather than simply checking validation on one field or hoping it will save time overall). 2. Assess and address the cleanliness of your data - the data needs to have been consistently formatted prior to manual file upload or have a standardization processes implemented beforehand (eg. use consistent fields and list values). 3. Consider if your data is coming from multiple data source(s) and how consistent it is - should the data be added to one Campaign that is 'always-on' or would separate Campaigns for each data source make more sense? This depends on how consistent or varied your data sets are. |
Getting started with Manual File Uploads
This is an overview of the process and workflow from initial set up through to the management of lead flows, all in the Demand Acceleration Platform.
1. Build Campaign/Source in the Demand Acceleration Platform *
Set up a CPL Campaign and Event Source in the Demand Acceleration Platform where you can upload and process lead data. Add validations and additional routing rules to send clean data intelligently to your Marketing Automation or CRM system.
| Building a Campaign for Manual File Upload |
| Building a Source for Manual File Upload |
2. Format lead data in a spreadsheet file
Download a spreadsheet template from the Source Summary tab and add your lead data (without changing the columns or file format).
| Completing a Manual File Upload |
3. Upload lead file to Source
Upload the lead data file to the Source in the Demand Acceleration Platform.
| Completing a Manual File Upload |
4. Confirm successful lead flow in all systems *
Check leads have been accepted in the Demand Acceleration Platform and successfully received in your integrated Marketing Automation or CRM system.
| Managing Leads after a Manual File Upload |
| * If you have a Managed Service package with Integrate, we will build and manage your Campaigns and Sources for you within the Demand Acceleration Platform. This includes regular reporting to keep you informed. Contact your Customer Success Manager for more details. |
Recommended Reading
- Building a Campaign for Manual File Upload
- Building a Source for Manual File Upload
- Campaign & Source Settings for Manual File Uploads
- Completing a Manual File Upload