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- Original Source Category: source that led to the acquisition of your lead. For example: an organic search, paid, direct search, an import of your lead, a manual addition of your lead, etc. There is no default Original Source Category in in the relationship marketing platform. This criteria is updated according to the source of your lead. Your sources can be grouped under different categories to facilitate the classification and to give a better overview. This field is completed only once and is not editable.
- Keyword:during a search on Google (organic or paid), the relationship marketing platform will display the (keyword) search term used by your lead when he became a member of your database. For example, the lead does a search for "marketing agency", finds the Publipage Publitech site and completes the online form to receive the newsletter. With this form, he is now part of our database. The original source will therefore be an organic Google search and the keyword will be "marketing agency". Just like the original source, this field is not editable.
- Created date:this field is automatically filled with the date at which the lead was created (first interaction of your lead on your digital assets). This field is no longer editable.
- Last updated:last time the lead’s information was updated. This field is updated each time your lead performs an action (profile update, sync, etc.). This update is applied on every lead action, whether it is a website visit, a form completion, an update, a synchronization, etc..
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Attributes are the criteria from which you will be able to segment your lists and customize your mailings.PUBLITRAC offers The relationship marketing platformoffers several default attributes (fields common to all customers). On the other hand, you can also create custom fields; a maximum of 30 custom fields are possible. To create custom fields, see click on the three lines on the menu to the right Settings / Configuration / Custom Fields.
Default attributes (native) available in PUBLITRACthe relationship marketing platform
- Social and demographic profile:gender, first and last name, title, address, city, province, country, postal postal code, telephone number, cell (mobile) telephone number, fax number.
- Email:lead’s email address. Also called unicity key or unique identifieridentifier in certain exception cases, another unicity key can be selected, for example, the customer ID). . PUBLITRAC only supports one unicity key.
- Customer Identifier (ID):identification number assigned by your system (not to be confused with the unicity key which is the lead’s email address, also called uniqueness key).
- External Identifier (ID):number used during a synchronization or lead import.
- Do not call:Checkbox. Determines that a lead cannot be contacted by phone.
- Unsubscribed:Checkbox. Lead who opted out of your communications by clicking on the link to unsubscribe (required under Bill C-28) at the bottom of each email powered by PUBLITRAC. No email will be sent to this unsubscribed lead. You may however, manually uncheck the Unsubscribedcheckboxon the Lead Details pagein the case, if for example, a lead has renewed his subscription in writing (without using a form linked to PUBLITRAC).
- Social and demographic profile:gender, first and last name, title, address, city, province, country, postal postal code, telephone number, cell (mobile) telephone number, fax number.
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