Push & export data to your CRM, Marketing Automation Platforms & other MarTech softwares

Quentin Paquot -

5 different options are currently available to automatically integrate data coming from Qualifio to your systems. Please find underneath a recap table and more details on each option. Don't hesitate to contact your Customer Success Manager for any project or questions.

Overview

 

Webhook

Real-Time Push

FTP Push

FTP Export

Amazon S3 Bucket Export

Data are sent through

Webservice

Webservice

sFTP

sFTP

sFTP

Number of files

n/a

n/a

Single: 1 file for all campaignsu7i

Multiple: 1 file per campaign

Multiple: 1 file per campaign

Timeframe

Real-time

Real Time

Incremental: the daily file contains only new participations' data since the last PUSH.

Cumulative: each file contains all participants data since the beginning of the campaign

Cumulative: each file contains all participants data since the beginning of the campaign

Questionset data included

no

no

no

yes

yes

Monitoring

yes

yes

no

no

no

Activation

Manually via a master form

Manually via a master form

Manually via a master form

Automatic (prefined criteria)

Automatic (prefined criteria)

WebHook

  • Webhooks are HTTPs callbacks
  • Qualifio can configure with any of your custom URL.
  • When the specific webhook PUSH is enabled within a campaign, the callback will be triggered each time the identification form of that campaign is submitted.
  • The profile of each participant is sent in real time to your endpoint.
  • You can have access to the Qualifio Monitoring.
  • You define the data structure to take into your web service.
  • Activation: the push is activated in the back office in the menu Data Connections.
  • If the push isn't activated in a running campaign, it is not possible to push data from a past period.
  • The callback payload is only a raw JSON structure.
  • Standard for third-party platforms like Blendr.io & Zapier.com 

Custom Real-Time Push

  • The profile of each participant is sent in real time to your web service.
  • You have access to the Qualifio Monitoring.
  • We'll define together the data structure that will be sent to your web service.
  • Activation: the push is activated in the back office in the menu Data Connections.
  • If the push isn't activated in a running campaign, it is not possible to push data from a past period.
  • If you choose this option, you will need to fill a standard “Preparation Document”.
  • We have built custom integrations with different platforms Actito, Splio, Microsoft Dynamics, Mapp, Salesforce, Selligent, Cabestan, Splio; Adobe Campaign, SugarCRM, Boxever, Quimera Social CRM, etc.
  • Those integrations are custom and done for our Platinum & Gold customers.
  • We have some generic connectors with some of the above-mentioned platforms.
  • Our certified partners can create custom integrations as well - please contact us.

FTP Push

  • A CSV file is generated for the defined period and sent via FTP/sFTP.
  • Incremental push :
    • 1 single file data from all campaigns with push activated from the previous period (e.g. file is dropped at 00.00 with data of the previous date)
    • Once pushed, a new file is created on our side & filled-in with the next participation
    • Activation: the push is activated in the back office in the menu Data Connections.
    • If the push isn't activated in a running campaign, it is not possible to push data from a past period.

Use case

Let's say you have 17 active identified campaigns on 26/04/2017 generating 12.036 profiles on that day. On 27/04/2017 at midnight, Qualifio will drop a single CSV file with the data of those 12.036 profiles and extra columns to be defined: Brand, Campaign ID, Campaign Title etc After dropping the file, the data are erased from the CSV and Qualifio starts to fill it with new data. This file will be dropped on 28/04/2017 at midnight.

FTP Export

  • 1 single CSV file per campaign is generated and sent via FTP/sFTP.
  • It is possible to include Question Set data (questions/answers)
  • Cumulative push :
    • 1 file per campaign
    • The file contains all data from the beginning of the campaign. Data sent on day 1 are also sent on day 2.
    • Data available since 2014
    • After the daily push, Qualifio continues to fill the same file.
    • Activation: the push is automatically activated based on predefined criteria: All active campaign (= ON), All campaigns that are live (= within begin and end date), etc.

Use Case

Let's say you have 3 active identified campaigns on 26/04/2017 with the following details:

  • Campaign 1: live since 01/04/2017 - 39.045 profiles.
  • Campaign 2: live since 16/04/2017 - 21.369 profiles
  • Campaign 3: live since 26/04/2017 - 896 profiles.

On 27/04/2017 at midnight, Qualifio will drop 3 CSV files:

  • File 1 named 20170427_CAMPAIGNID: contains all data from 01/04/2017.
  • File 2 named 20170427_CAMPAIGNID: contains all data from 16/04/2017.
  • File 3 named 20170427_CAMPAIGNID: contains all data from 26/04/2017.

 Amazon S3 Bucket Export

  • 1 single CSV file per campaign is generated and drop on Amazon S3 Bucket
  • It is possible to include Question Set data (questions/answers)
  • Cumulative push :
    • 1 file per campaign
    • The file contains all data from the beginning of the campaign (Data sent on day 1 are also sent on day 2)
    • After the daily push, Qualifio continues to fill the same file.
    • Activation: the push is automatically activated based on predefined criteria: All active campaign (= ON), All campaigns that are live (= within begin and end date), etc.
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