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Lead Summary

Purpose of This Report

The purpose of this report is to enable you to see how many leads your partners have generated through Zift123. Leads can be generated in two ways:

  • Marketing activities initiated by partners
  • Leads distributed to partners by the supplier. 

Use this report grouped by a partner to see leads generated by a partner, tactics that generate the most opportunity, and leads to the original source.

Location

Analysis > Leads and Pipeline > Lead Summary

What Data is Being Reported

The data is gathered from leads generated using Zift123 regardless of the source. A marketing lead represents a contact interacting with your marketing campaign activities. These interactions are assigned points and the points are assigned category names on the report as outlined below.

    • A contact is considered a lead once their score is greater than or equal to 15 (the Zift default). Your scores may have been set differently.
    • A Hot Lead is defined as a contact whose interactions with partner marketing have resulted in a score greater than or equal to 50 (the Zift default). Your scores may have been set differently.
    • If you have customized these defaults, your lead score thresholds are whatever you have had them set to. Your scores may have been set differently.
    • Learn more about points assigned to different activities and lead scoring

These same categories are used for Distributed Leads. A distributed lead is assigned 50 points when it first comes into the system from the supplier. Once the distributed lead comes into Zift123, they will receive marketing materials just as the leads that began as marketing activity leads. They will begin to accumulate more points in the same way as the marketing activity lead. 

A marketing lead is credited to the last campaign or activity that pushed it over the threshold. For example, a lead would be considered as coming from social if it was a click on a social post that put it over the threshold. The same applies to counting a lead against a particular campaign. The contact may have interacted with more than one campaign but is counted as a lead for the campaign for which their interaction pushed them over the lead threshold.

Initial Report View and Editing Suggestions

  • The default report shows an alphabetical list of partners, the number of leads in each lead scoring category,  and the source of the leads generated.
  • To see which campaigns have generated the most leads and where those leads came from, edit the report and in the Set Report Groupings section, group by a campaign.
  • To see which groups of partners have generated the most leads, edit the report and in the Set Report Groupings section group by custom partner attributes.
  • To differentiate between partner generated and distributed leads, edit the report with the Set Report Groupings filter set to Lead Type.

 

Moving left to right, the data in each column provides the following information. 

  1. Date: The default is for 12 months. Select the date to make a change.
  2. Partner: This column lists your channel marketing partners in alphabetical order. Clicking on a listed partner will bring up the Partner Details Page; to return to the Lead Summary, click your browser's Back arrow.
  3. New Leads: This column records the number of prospects/contacts who have engaged in enough marketing activities to attain a lead score greater than 15 during the date range. 
  4. All Leads: This column records the number of partner prospects/contacts who have engaged with enough marketing activities to meet your minimum Lead-Score Threshold. Reporting of all leads is not limited to those initiated during the date range specified but rather those before and during the time specified frame. (i.e., Net All leads)
  5. New Hot Leads: This column records the number of new partner prospects/contacts who have engaged in enough marketing activities to meet your Hot-Lead-Score Threshold during the date range specified for the report.
  6. All Hot Leads: This column records the number of all partner prospects/contacts who have engaged with enough Zift marketing activities to meet your Hot-Leads-Score Threshold. Reporting of all hot leads is not limited to those initiated during the date range specified but rather those before and during the time specified frame.(i.e., Net New Hot leads).
  7. From Social: This column records the number of all leads generated from social activities. Reporting of these leads generated from social media activity is not limited to those initiated during the date range specified but rather those before and during the time specified frame. (i.e., Net Social leads)
  8. From Ad Campaigns: This column records the number of leads generated by ad campaigns. Reporting of these leads generated from ad campaigns is not limited to those initiated during the date range specified but rather those before and during the time specified frame. (i.e., Net Ad Campaign leads)
  9. From Print: This column records the number of all leads generated from print activities. Reporting of these leads generated from print marketing is not limited to those initiated during the date range specified but rather those before and during the time specified frame. (i.e., Net-Print leads)
  10. From Email: This column records the number of all leads generated from email activities. Reporting of these leads generated from emails is not limited to those initiated during the date range specified but rather those before and during the time specified frame. (i.e., Net Email leads)
  11. From Web: This column records the number of leads generated from independent web plugins. Reporting of website leads is not limited to those initiated during the date range specified but rather those before and during the time specified frame. (i.e., Net website leads)
  12. From Distributed Leads: This column records the number of all distributed leads.  Reporting of these distributed leads is not limited to those initiated during the date range specified but rather those before and during the time specified frame. (i.e., Net distributed leads)
  13. Other: This column records the number of leads other than those that fall into the categories: ad campaigns, print, email, web plugin, and distributed leads. Reporting of these leads is not limited to those initiated during the date range specified but rather those before and during the time specified frame, i.e. Net custom activity leads. This data can be used to determine the ROI associated with capturing leads via custom activities. Here are some examples of leads that will fall into the Other column on this report. 
    1. Custom activities - Custom activity leads are generated when a user responds to a custom activity, such as a Campaign Marketplace activity. 
    2. Telemarketing activities - Telemarketing activities are generated using custom activities. Leads generated from telemarketing activities fall into the Other column on the Lead Summary.
    3. Workflow activities - Activities associated with a workflow will fall into this column.
    4. Leads generated from Campaigns created by the partner in Zift123 versus by a supplier in ZiftMarcom for the partner. 
    5. Leads that are registered by the partner as their very first "touch". (These would include leads uploaded as contacts, registered without any marketing activities, and then had marketing activities occur against the lead after the fact).
    6. Leads that are generated by a test form submission. A test form submission is not associated with an email open which results in the lead not being associated with an email. 
  14. Edit Report: See How to Edit ZiftMarcom Reports.
  15. Export: See How to Use Report Options.
  16. Options: See How to Export Reports.
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