Adjust values of the field "conversion Type"

[Julien-Hennico]

Hello @ruipperez We have been revieing the value of the field "conversion type" with @Urshkita and we would like to do few adjustments :

• Remove paid from the list ( it is misleading as paid is not a conversion point but a channel)
• add Third-Party (Lead acquired via a 3rd party channel (ie: Intentsify)
• RenameReferrals with a name more close to the use of this value: "enrichment tool", "database Enrichement".... Referrals is a marketing concept that normally refers to lead coming from another website link which is not the definition of this picklist value and can bring to confusion

[MiriamMartinezNunez]

Hi! We will work on this w/c 13 june 2022

[ruipperez]

@Julien-Hennico Regarding the above, I'm not sure about the difference between Referrals & Third-Party (=Enrichment Tool). Referrals/Enrichment tool can create records via import.... I feel we're mixing "the what" & "the how".

Please let me know.

@victorfolque any impact on your side?

[victorfolque]

@ruipperez Renaming Referrals supposes that we will have to change this name in our queries also. It's not a big deal but we have to keep this in mind.

Also, I don't know if Third-Party conversion type will make a Lead just a Lead or a MQL. I guess this can be answered by @Urshkita

[Julien-Hennico]

Hello @ruipperez REFERRAL (to be renamed Enrichment tool) are lead coming from prospective tools like zoominfo, lusha etc... 100% outbound While THIRD PARTY is an inbound conversation type where marketing will work with an external provider to run campaign on their platform and the lead will be captured on their platform directly (not on any of our LP)

Does it help¿

[ruipperez]

Ok, thanks.

@Urshkita please confirm when you can @victorfolque's question above

@victorfolque @josemgonzalezleon once we have an answer please let us know when it'll be good for us to change this so you can review the impact

[Urshkita]

Hi,

All leads are just leads, no matter the type or how they enter. They become an MQL based on the grading model that looks at other lead information like job title, company size, industry, etc... @Victor Folqué @.***>

Thanks.

Urska

On Tue, Jun 14, 2022 at 4:01 PM ruipperez @.***> wrote:

Ok, thanks.

@Urshkita https://github.com/Urshkita please confirm when you can @victorfolque https://github.com/victorfolque's question above

@victorfolque https://github.com/victorfolque @josemgonzalezleon https://github.com/josemgonzalezleon once we have an answer please let us know when it'll be good for us to change this so you can review the impact

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[Julien-Hennico]

@ruipperez cc @victorfolque @Urshkita

Yesterday nigth a new Marketign Campaign has been launch with a provider (Netline) wich conversion type fall into the new value "third-party". Good news is that we already received leads from there 🚀

I Activated the third-party value in the picklist to avoid sync errors with SF. didn't touch the rest. Just wanted to let you know so you are aware of it. Let me know if anything needs to be adjusted. Thanks Julien

[ruipperez]

@Julien-Hennico Well, ok, but we're still trying to get things aligned here and as I mentioned, this has impact on our dash, etc. I will follow up on #rev-ops_ivicuo so maybe it's clear. But please, don't do any changes in the future in SF if this is not approved from us.

[Julien-Hennico]

Sure!! Sorry for that @ruipperez, I wanted to avoid sync error but definitely get your point and 100% aligned. Sorryyyy 🙏

[ruipperez]

It's okey :) Just want to avoid this happening again because we need to make sure that we can tackle any changes required in all fronts. We'll wrap this up next week.