09. Lead Injector

Navigation: Campaign | Lead Injector

Overview

The Lead Injector provide an automated way of importing leads into Noojee Campaigner.

The Lead Injector is run using an automated schedule which pulls leads into Noojee Campaigner from an external source.

Examples of external sources are:

Web form
CRM
Database
Field salesteams creating leads via a smartphone/tablet application

The Lead Injector can import a single lead or thousands of leads at a time.

Update existing leads

The Lead Injector can also be used to update existing leads.

Usage

The most common use scenarios for the Lead Injector are:

Web to lead

an organisation has a web enquiry form and they want to be able to use Noojee Campaigner to call the leads generated from their web site. Using the Lead Injector the web enquiry form can send leads directly to Noojee Campaigner.

Mass Import from CRM or Database

If you have a CRM or database which stores leads you can directly import them into Noojee Campaigner using the lead Injector including 'topping up' the campaign each day as new leads are created in you CRM or database.

Update from CRM or Database

There are many situations where the details of a lead are updated in your CRM or Database. These updates may need to be applied to leads that have previously imported into a campaign. The Lead injector allows you to send an update to a lead, including the ability to update a leads disposition (e.g. you can close a lead if necessary).

Dialing

Once the lead Injector has imported the leads they are treated just the same as a CSV import. The leads are immediately made available to be dialed (well at least within a few minutes) and will be pushed the to the first available agent working on the Allocation the leads were imported to.

Callbacks

The Lead Injector optionally allows the callback date/time and priority of each lead to be set as it is added to Noojee Campaigner. Where applicable a lead can also be delivered to a specific Agent.

As with any lead imported into Noojee Campaigner, any number of fields may be added to the lead, however the fields must correspond to the set of available fields expected in for the selected Campaign Template.

Configuration

To import leads, the Lead Injector makes a database call to an external database reading leads and then saving them into a Allocation.

To configure the Lead Injector you need to first create an 14. External Connectionsand then add a new Lead Injector which will use that External Database Connection.

System fields

When returning data from the external datasource each row may contain the following system fields in addition to any user defined fields.

Supported Fields

Name	Description	Mandatory
njCampaignType	The name of the campaign type that leads will be associated with. The Campaign Type must already exist.	No
njCampaignName	The name of the campaign that leads will be associated with. The Campaign Name must already exist.	No
njAllocationName	The name of the allocation that leads will be associated with. If the allocation doesn't exist it will be created.	No
njCallbackDate	The date and time on which the lead is to be called. If not specified the lead is treated as a 'new' lead and will be called on a first come first served basis. Format is "yyyy/MM/dd HH:mm"	No.
njPriority	A priority between 0 and 100. The lower the number the higher the priority. Higher priority leads will be called before lower priority calls.	No, unless njCallbackDate is specified.. If not specified a default priority of 10 will be applied.