Example of Creating a Lead Load Format

The response list format creates leads from the program flow. It can be stored in the My Data Load Format or Shared Data Load Format folders. This topic gives an example how to create a lead load format based on the Analytics Data Load - Leads sample list format. You can use this feature differently, depending on your business model.

To create a lead load format

1. Navigate to the Administration - Marketing screen, then the List Formats view, and open the Analytics Data Load - Leads sample list format.

2. Create new columns and map the column headers to the integration objects, using the following table as a guide.

   Table Heading	Column Heading	Column Formula
   Lead	Id	'NOID'
   Lead	Lead Status	'@{leadStatus}{}'
   Lead	Treatment Id	'@{treatmentID}{}'
   Lead	Description	'@{description}{}'
   Lead	Contact Id	"- Contact Profile"."Contact Id"
   Lead	Prospect Id	"- Contact Profile"."Prospect Id"
   Lead	Account Id	"- Contact Profile"."Account Id"
   Lead	Source Id	'@{campaignID}{}'
   Lead	Division Owner	'@{divisionID}{}'
   Lead	Quality	'@{leadQuality}{}'
   Lead	Lead Score	'@{score}{}'
   Lead	Primary Partner Id	'@{partnerID}{}'
   Lead	Calc Lookback Days	'@{leadLookbackDays}{}'
   Lead	Calc Product Id	'@{productID}{}'
   Lead Product	Product Id	'@{productID}{}'
   Lead Position	Position Id	'@{positionID}{}'

3. Add a filter to restrict the query count based on constraining stage wave IDs. For example:

   "Re-qualified against original segment criteria
   "AND ' '@{constrainingStageFlag}{N}'= 'N' OR "Campaign History (Transaction 
   Database)"."Campaign Load Wave Id" IN (@{constrainingWaveID}{'0'})
   

4. Set the header and footer to match the object name Mktg Prog Lead Dedup.

5. Set the Purpose attributes. For example:

   • Purpose: Analytics Data Load

   • Delimited

   • Max# Records: 1000