Follow

About Lead Auto-Registration Rules

Overview
 

Partners generate, nurture, and qualify leads through a host of marketing and sales tactics. The objective of Zift Solutions Lead Auto-Registration Rules Management is to automate the process of registering leads to partner organizations quickly based on compliant rule sets. When lead auto-registration rules are enabled, new lead registrations are processed when new leads are created or existing leads are updated using supplier managed auto-registration rules or partner defined rules. Using supplier generated rules may lead to increased adoption, consistent partner set-up and less configuration effort by partners.

Learn more about managing rules or contact your Zift representative to take advantage of this feature.

Here is how supplier managed lead auto-registration rules work.

  1. Suppliers create lead auto-registration rules that can be deployed to all partners at once or to individual partners or partner groups.
    1. More than one set of lead auto-registration rules can be defined for partners.
      Partner leads will automatically be registered when they meet the criteria defined in the rules.
    2. Leads associated with ignored companies will not be auto-registered.
    3. Suppliers can monitor the rule set used by partners.
  2. Supplier generated rules will appear in Zift123 Lead Management Settings for partner administrator access.
  3. Partner administrators will determine which rule sets to take advantage of.
    1. Can choose to create their own rules, accept supplier rules, or use no rules.
    2. Are not allowed to edit supplier rules.

Note: Zift recommends that suppliers notify partners when changes are made to the rules using To Partner Communications when rules change.

Location

Leads > Lead Registration Rules

Content

Supplier View of Lead Auto-Registration Rules

2018-04-18_autoregistrationrulesview.png

In this view you can complete the following tasks:

  • Search: Search for rules that have been created
  • Filter: Filters by status to narrow the focus and limit data displayed. Options for filtering include these statuses: published, not published, and archived.
  • Sort the columns of data.
  • Select an individual rule to manage.

 Back To Top

Partner View of Lead Auto-Registration Rules

Partners will see both partner and supplier generated leads in Lead Management Settings. They will need to select the lead rules that meet their needs.

2018-04-18_Zift123LeadManagementSettings_updated2.png

Back To Top

Reporting

Suppliers can see which rule set partners have turned on from Partners > Export > Auto-Registration Rules

2018-04-18_PartnerListExport.png

  1. When rules are turned off the column will be blank.
  2. When the partner rules option is selected, the column will read partner.
  3. When supplier rules option is selected, the column will have a comma separated list of the rule sets.
  4. When supplier rules option is selected but no rules are defined, the column will read none.
  5. Rules can be managed from the Lead Registration Rules > specific rule.

Back To Top

Where to see Registered Leads

 Partners can see registered leads from Contacts > Registered Leads.

2018-04-20_LeadRegistration.png

Suppliers can see registered leads from Leads > All Leads.

2018-05-07_Where_to_see_leads.png

Back To Top

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
© 2017 Zift Solutions, Inc.
Powered by Zendesk