NARRATIVE: Automate the Lead list records into Salesforce**As a** MarketerI want to have the lead list table which is currently being pushed to the data warehouse to be pushed to SalesforceSo that I can leverage this list for Paid Targeting and Acquisition through ad campaigns in Salesforce Marketing Cloud (SFMC)CONTEXT: The Partner Lead list which is being generated by two scraping tools https://data-miner.io/ and https://www.webscraper.io (i.e. chrome extensions). These tools are used on a number of web directories (such as cloud.io, goodfirms.co) in order to target a particular audience (ex. If a Partner team . is looking for Partners based in a geographical region such as Australia and New Zealand, with x employees, etc.,). Note: Currently have a paid account for data-miner.io and webscraper.io is free. - Ideal approach is to move away from having to manually maintain the updates to this csv file and avoiding continuing loading this data in Data warehouse. Today, once the scraping tools outputs a .csv file, it is being manually maintained to remove duplicates before the final version is pushed to the data warehouse. - OUTSTANDING QUESTIONS:**1. N/A
ASSUMPTIONS:
Able to push this lead list from the tools that scrape the web directories into Salesforce
This data should be available for Partner teams to run a report in Salesforce to identify specific partners that they want marketing to target - list of teams include Strategic Partnerships, International, Plus Partners, etc. (List to be finalized) - separate story
These records could eventually be enriched once we have the Partner data loaded into Salesforce (currently using Scrapebox) - separate story
Salesforce would be able to suppress the list to exclude any partners that have signed up via the Partner landing page - separate story
Website URL will compare domains inclusive of top level domains ex: test.com and test.com.au
ACCEPTANCE CRITERIA:AC1: The Partner Marketing Lead and Rep should be able to Import a csv file containing the Lead List records. User will be able to execute this function from the Lead list view and select "Import" in order to open the Data Loader. AC2: User should have access to the Standard Lead object in order to upload the file AC3: SFMC Profile (Marketing Cloud Connector) should have access to view these fields in Salesforce in order to generate Paid Media platforms (such as Google, Facebook, LinkedIn) to drive further acquisition. AC4: Creation of new fields in Salesforce on the Lead Object visible to the Partner Marketing team:
Date Added | Lead_List_date_added__c | DateDate Added | Lead_List_date_added__c | DateCompany | Company | Text(255)Name | Name | NameWebsite | Website | URL(255)Lead List digital marketing agency | Lead_List_digital_marketing_agency__c | CheckboxLead List ecommerce experience | Lead_List_ecommerce_experience__c | CheckboxLead List Id | Lead_List_Id__c | Number(18, 0) (External ID) (Unique)Lead List jimdo expert | Lead_List_jimdo_expert__c | CheckboxLead List magento partner | Lead_List_magento_partner__c | CheckboxLead List Max Agency Size | Lead_List_Max_Agency_Size__c | Number(18, 0)Lead List Min Project Size | Lead_List_Min_Project_Size__c | Currency(18, 0)Lead List prestashop partner | Lead_List_prestashop_partner__c | CheckboxLead List shopify | Lead_List_shopify__c | CheckboxLead List shopware partner | Lead_List_shopware_partner__c | CheckboxLead List squarespace partner | Lead_List_squarespace_partner__c | CheckboxLead List Tagline Description | Lead_List_Tagline_Description__c | Long Text Area(32768)Lead List technical agency | Lead_List_technical_agency__c | CheckboxLead List traditional marketing agency | Lead_List_traditional_marketing_agency__c | CheckboxLead List wix partner | Lead_List_wix_partner__c | CheckboxLead List woocommerce partner | Lead_List_woocommerce_partner__c | Checkbox
NARRATIVE: Automate the Lead list records into Salesforce**As a** Marketer I want to have the lead list table which is currently being pushed to the data warehouse to be pushed to Salesforce So that I can leverage this list for Paid Targeting and Acquisition through ad campaigns in Salesforce Marketing Cloud (SFMC)CONTEXT: The Partner Lead list which is being generated by two scraping tools https://data-miner.io/ and https://www.webscraper.io (i.e. chrome extensions). These tools are used on a number of web directories (such as cloud.io, goodfirms.co) in order to target a particular audience (ex. If a Partner team . is looking for Partners based in a geographical region such as Australia and New Zealand, with x employees, etc.,). Note: Currently have a paid account for data-miner.io and webscraper.io is free. - Ideal approach is to move away from having to manually maintain the updates to this csv file and avoiding continuing loading this data in Data warehouse. Today, once the scraping tools outputs a .csv file, it is being manually maintained to remove duplicates before the final version is pushed to the data warehouse. - OUTSTANDING QUESTIONS:**1. N/A
ASSUMPTIONS:
Able to push this lead list from the tools that scrape the web directories into Salesforce
ACCEPTANCE CRITERIA: AC1: The Partner Marketing Lead and Rep should be able to Import a csv file containing the Lead List records. User will be able to execute this function from the Lead list view and select "Import" in order to open the Data Loader. AC2: User should have access to the Standard Lead object in order to upload the file AC3: SFMC Profile (Marketing Cloud Connector) should have access to view these fields in Salesforce in order to generate Paid Media platforms (such as Google, Facebook, LinkedIn) to drive further acquisition. AC4: Creation of new fields in Salesforce on the Lead Object visible to the Partner Marketing team: Date Added | Lead_List_date_added__c | DateDate Added | Lead_List_date_added__c | DateCompany | Company | Text(255)Name | Name | NameWebsite | Website | URL(255)Lead List digital marketing agency | Lead_List_digital_marketing_agency__c | CheckboxLead List ecommerce experience | Lead_List_ecommerce_experience__c | CheckboxLead List Id | Lead_List_Id__c | Number(18, 0) (External ID) (Unique)Lead List jimdo expert | Lead_List_jimdo_expert__c | CheckboxLead List magento partner | Lead_List_magento_partner__c | CheckboxLead List Max Agency Size | Lead_List_Max_Agency_Size__c | Number(18, 0)Lead List Min Project Size | Lead_List_Min_Project_Size__c | Currency(18, 0)Lead List prestashop partner | Lead_List_prestashop_partner__c | CheckboxLead List shopify | Lead_List_shopify__c | CheckboxLead List shopware partner | Lead_List_shopware_partner__c | CheckboxLead List squarespace partner | Lead_List_squarespace_partner__c | CheckboxLead List Tagline Description | Lead_List_Tagline_Description__c | Long Text Area(32768)Lead List technical agency | Lead_List_technical_agency__c | CheckboxLead List traditional marketing agency | Lead_List_traditional_marketing_agency__c | CheckboxLead List wix partner | Lead_List_wix_partner__c | CheckboxLead List woocommerce partner | Lead_List_woocommerce_partner__c | Checkbox
REFERENCES:
Current Lead List table: https://docs.google.com/spreadsheets/d/1kiIWBVAwptyzJwsecwwL-OsxZCY8HfG3DfNKGM0w7zg/edit#gid=0 **Note: DO NOT EDITOperational Workflow - Slides 13/14: https://docs.google.com/presentation/d/1wDYn7f_8wIWV4q3blalMpjooSRoUA59t_mO8R4ljhFk/edit#slide=id.g5b217e6369_0_186Upload Instructions - https://docs.google.com/presentation/d/1XSarnH0uuq7sxJfprpleFypdjwVPuAW9cU6i2ugC33c/edit?usp=sharing