Lead Injector

A Lead Injector allows you to automatically import leads from an external system on a scheduled basis.

For example you may have a web site through which potential customers express an interest in your products or services. A Lead Injector can be created to pull those leads directly from the website into a Campaign. The leads are then available to dial within a minute or two.

Leads imported via a Lead Injector can enter the system as a Callback and as such will be called as soon as the callback date time is due. Providing you have your Callback Availability set to 'Global' the callbacks will fire regardless of which Allocation your team is currently dialing. If need be, this can be restricted through the standard callback configuration.

The Injector is designed to pull leads from an external Database at a defined frequency.

Once you have created the Injector settings (and before you enable it) you can test the settings by clicking the 'Test' button.

Before you add a new Lead Injector you must first create an External Connection.

Fields

Name A unique name for the Lead Injector.
Description A description of what the Injector is used for and or the source of leads.
Connection An External Connection that defines the database the leads are to be pulled from.
Procedure Name A stored procedure that the Injector will call at the defined frequency to retrieve leads from the external database.
Header Procedure Name A stored procedure that returns just the names of the columns (field names) that will be returned by the stored procedure nominated in the above 'Procedure Name' field. 
Unique Id Field The name of the sql column returned from the stored procedure (defined in Procedure Name) that contains an ID which uniquely identifies the lead within the campaign.
Last Id Imported The unique Id, supplied by the external database, of the last lead imported. On the next call to fetch leads this is passed back to the stored procedure so that the external database can identify which leads have already been imported.
Last execution time Displays the date and time that the Injector was last run.
Frequency The frequency at which the Injector is run. Each time the Injector is run it calls the stored procedure (defined in Procuedure Name) to retrieve any new leads.
Enabled If checked, the Injector will be run according to the Frequency setting. If not checked then the Injector will not run.
Allow Duplicates Controls how duplicate phone numbers are handled. For a normal campaign you should select the option 'Don't allow duplicate phone numbers'. The options 'Allow duplicate phone numbers for unique callback dates' allows you to load multiple callbacks for the same phone number. These will however still be treated as individual leads (from a call history perspective). Note: if you are using the lead update mechanism then the 'Allow Duplicates' is essentially ignored as we are intending to update an existing lead.
Callback Date Format Imported leads may be imported as a Callback if the Stored Procedure returns a field called njCallBackDate. This format controls how the value of the njCallBackDate field is interpreted as a date. If this doesn't match what your database returns, then expect some strange results!
Template The Campaign Template to load the leads into.
Campaign The Campaign to load the leads into.
Allocation The Allocation to load the leads into.