Transfer Data from LeadsHook to LeadByte
Leads Hooks is an awesome system that enables you to build journeys using decision trees. This article outlines the steps you need to take to submit registration data from Leads Hook to LeadByte, covering the following:
- Posting data from LeadsHook to LeadByte
- How to track what channels your leads came from
- How to post data to LeadByte, get the Buyer details and redirect to a custom page
To successfully post data to LeadByte you will need to ensure the following is done:
- You have access to LeadByte REST API (Create Leads function).
This is found under Admin > Tech Hub > REST API
- You have created your LeadByte campaign with the correct fields
The fields represent the data you want to post from Leads Hook to LeadByte
- You have the ability in Leads Hook to add the Web Hook Node
This is how data is sent to LeadByte
How is data transferred from Leads Hook to LeadByte?
POST using JSON! LeadByte supports this using our REST API method for submitting leads. Please ensure that you have access to REST API on your LeadByte account, which can be found under Admin > Tech Hub > REST API.
You should also check that you can add a Web Hook node in Leads Hook. The magic of transferring data happens in web hook dialogue window (below)
Leads Hook will do the set up for me, what do I need to give them?
You need to provide Leads Hook with an integration guide for the LeadByte campaign that you want to submit leads to using their Web Hook. The video below shows you how to do that!
When you click "Get Posting Guide" an integration guide will be generated; you can share the URL with your Leads Hook account manager. The integration guide is everything that Leads Hook will need to successfully submit leads to your LeadByte campaign.
This is an example of the POST URL
This is an example of the JSON payload (specific for this campaign)
I am setting this up myself in Leads Hook, what do I need to do?
Firstly, you need to generate the LeadByte integration guide for the campaign (as above). This will provide you with the POST URL and JSON payload to configure your Leads Hook web hook successfully. Once that is done, you need to login to Leads Hook and follow the instructions below.
We suggest you watch the video at the bottom of the article, this will show you an example of a decision tree in Leads Hook and the "steps and checks" done to make sure you can submit data from Leads Hook to LeadByte.
Key Steps / Points (MUST READ)
1. For any answer that you want to post to LeadByte, you must create this as a Custom Field in Leads Hook unless it is a standard field. Further reading about Custom Fields here.
2. To submit data from Leads Hook to LeadByte you need to add the Web Hook node in your decision tree. Typically this is added at the end of the journey, but before the Thank You page. It is the Web Hook that submits the data to LeadByte.
3. The JSON payload must contain the correct Leads Hook tags to be mapped to the correct LeadByte campaign fields. See image below. If this is not done correctly, it will not work.
4. Use the "Test Request" function in Leads Hook to check that data is being submitted correctly to LeadByte. If it is successful, you will get a Status Code 200 response.
5. To check the lead has been created in LeadByte you need to go to the Leads screen. If it is not there, check the system rejections. If it is in system rejections, you will be given a reason why it has been rejected i.e. "email address is a required field"
Leads Hook Explainer Video - How to configure your decision tree and web hook
This shows you have to configure your Decision Tree to post leads to LeadByte using a WebHook Node in LeadsHook.
Tracking what channel my leads came from
In LeadByte we have the concept of SID (supplier ID). This can be used to associate leads to a specific Supplier (affiliate, source, channel i.e. Facebook, Google, YouTube). Please watch the video below on how to do this. Alternatively you can use your default SID which is the value "1" and use SSID's to submit your channel.
How to submit a lead, wait for the Buyer result, store the response and redirect to a custom TY Page
In the below video you can see this in action.
For this to work you will need ensure the following is in play:
- You have an Administrator REST API Key
- Your REST API Key has all buyer data options selected in the API queue settings
- You are granted access to WebFormSubmit (live decisioning server)
- You Authorise your REST API key in LeadByte to allow the request from LeadsHook