Overview

Partners generate, nurture, and qualify leads through marketing and sales activities. Zift123 enables visibility and tracking across the lead lifecycle. Qualified leads are a valuable resource that often end in the sale of a product. Users of Zift123 will work with either marketing-generated or distributed leads from suppliers. What's the difference?

• A marketing-generated lead is a lead generated by the marketing efforts of the partner.  Partners create marketing activities such as emails, web plugins, or print media that are sent to a list of contacts. When a contact interacts with these activities, either by clicking a link or viewing the article, Zift123 assigns a lead score. The lead score shows the leads that respond to marketing efforts the most. Once a contact reaches the lead score threshold, we refer to them as a lead.
• A distributed lead is created or provided by the supplier and distributed to the partner through Zift123.  A distributed lead comes into Zift123 with a lead score of 50, which is the typical lead score threshold for a lead.

After launching the campaign, you can use the features of Zift123 to manage marketing-generated leads through the qualification, sales, and closing phases of the sales pipeline. After creating a campaign, you will want to know how successful it was.

Custom Activities can be configured for non-digital tactics executed outside of Zift123. A partner or agency may host a webinar, golf outing, or other in-person event that generates leads. In this article, learn how to upload leads in bulk or individually to a custom activity. Uploading leads allows a partner to do the following:

• Demonstrate Proof of Performance to the supplier.
• Create and score leads generated from non-digital tactics.
• Associate non-digital lead activities (score, timeline, etc.) with contact records in Zift123.
• Set a lead status for those leads generated from non-digital tactics.
• Register leads generated from non-digital tactics.
• Create and Update opportunities for those leads generated from non-digital tactics.
• If lead settings allow, share lead and opportunity data with the supplier.

We have specific directions for some of the file uploads.

• How to Upload Files to Create a Contact List
• How to Upload Leads to a Custom Activity
• How to Include Merge Fields in Your Mailings
• Best Practice for Secure File Transfer Protocol
• Best Practice for File Upload

Prerequisites

You should be familiar with the following topics before continuing:

• Zift123 Username
• Zift123 Password
• About Contacts and Leads

How to Upload Leads to a Custom Activity 

You can directly upload leads to a Custom Activity. This is helpful if you have been to an event and have several names of people of businesses to add as leads.

1. From Campaigns > My Campaigns, locate the campaign, and select an activity.
2. Do one of the following:
3. Select Upload Leads to add a large number of leads.
1. Choose Upload leads if you have a CSV file.
2. Browse to select the file to import that has the leads.
3. Select Upload
4. Select Add Lead to add a single lead.
1. Choose Add Lead if you have an individual lead that needs to be added.
2. Complete the Lead information in the pop-up window.
3. Select Save.

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