Last week we released a new feature in 5Buckets. It integrates four different applications - RegOnline, RingLead, Salesforce.com and ExactTarget. RegOnline is a event registration application. You can use RegOnline to let your customers and prospects register for your conferences or road-shows etc. Salesforce.com is of course a premier CRM application; RingLead is a product that goes along with Salesforce.com to de-duplicate Contacts or Leads before they are stored in Salesforce.com. ExactTarget is an email marketing tool.

Our customer approached us with the problem that the registrant data captured in RegOnline was silo-ed off in RegOnline. Instead they wanted to move that data to their CRM database - Salesforce.com. Additionally they wanted to use ExactTarget to send out confirmation and reminder emails. And to complicate things further, they wanted to use RingLead to de-dup information going in to Salesforce.com.

The solution is new functionality in 5Buckets under the “Triggers” feature. As soon as a registrant signs-up in RegOnline, RegOnline triggers an event in 5Buckets. 5Buckets then in turn makes an API call to RegOnline and retrieves the registration information. This information is then passed on to RingLead to add or update in Salesforce.com. Once that is complete, 5Buckets then invokes a ExactTarget API call to send a confirmation email to the registrant.

The beauty of this solution is two-fold: data is near-instantly captured in to customer’s CRM database allowing the sales team to know that their customer or prospect just signed up for an event. And secondly, data is now in a central database. Marketing can setup further communications with customer over time such as sending reminder emails or updates about events.

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Yes, I know I need flat abs


{ July 16th, 2008 }

I was on LinkedIn earlier today and looking up the profile of a former colleague, wanting to get back in touch with him. LinkedIn had placed a Google-driven Ad next to the profile listing. Check this screenshot:

The very first advertisement is for VP level jobs. Hmm, I am not looking for a job, but I will take it as a compliment that I should be applying for a VP level jobs. Next one down is “MedEd Program Experts” and third one is about flat abs. Huh, did I read “flat abs”? I know I need that too. But not while I am supposed to be looking for VP level jobs. And it’s certainly no compliment.So, what’s my point? I am not making fun of LinkedIn or Google. This is a blanket advertisement with some (loose?) logic trying to relate the content I am viewing to the advertisement I am being shown. Much like watching TV and you see an advertisement of a gas guzzling macho truck right after an advertisement for Venus razor shavers for women.My point is - use data to provide targeted communications and messaging. Many of our customers are using 5Buckets to use the data in their CRM to send targeted messages to their prospects and customers. The messaging can be a mix of email, voice messages or direct mail. It’s been 7 days since you downloaded a white paper from our site? How about a reminder email to download the trial version of the software product. Are you a VP level or a Manager level person? VP level person gets a different email message than the Manager level person.

There are many more examples of such relevant marketing. Cultivate that relationship with your customers & prospects. Gain customers and make them your brand advocates.

GoogleAd

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A couple of weeks ago I was at a client site doing ExactTarget API consulting. This client is standardizing on ExactTarget as their single source of all e-mail communications from three of their internal applications. They will use 5Buckets for the automation in certain cases, but also needed to develop their own integration with ExactTarget directly.

One of the developers posed me a question about “filters” in the ExactTarget web service. You can use
simplefilterpart()
to specify what data point you want to filter on, and of course the value. For example, to filter on CustomerKey -


SimpleFilterPart sfp = new SimpleFilterPart();
sfp.Property = “CustomerKey”;
sfp.SimpleOperator = SimpleOperators.equals;
sfp.Value = new string[] { “TransactionalSendKey” };

Here you are first creating an instance of SimpleFilterPart. Then indicating that you want to filter using “CustomerKey”, indicating the operator and finally the value of the CustomerKey.

Now, if you have two filter criteria, you create two instances of the SimpleFilterPart and join the two using ComplexFilterPart (see code example in the Webserivces API guide, pg. 36)

Going back to the question that came up at client site - they wanted to know how they would add a third filter criteria. Well, it’s simple enough. Create a third instance of SimpleFilterPart and set the property and values as appropriate. Then create another instance of a ComplexFilterPart and assign you first ComplexFilterPart to the LeftOperand and the third SimpleFilterPart to the RightOperand.


ComplexFilterPart ComplexFilter2 = new ComplexFilterPart();
ComplexFilter2.LeftOperand = ComplexFilter1;
ComplexFilter2.LogicalOperator = LogicalOperators.AND;
ComplexFilter2.RightOperand = ThirdSimpleFilterPart;

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Drive up your Blog ranking


{ March 5th, 2008 }

My co-worker Luke forwarded a nice article.

Hey guys,

Here is a great article I came across that really has some great ideas for driving web traffic. Many of these are tried and true techniques but there are also a lot of other innovative ways included in this article as well….

http://seonoobs.com/104-ways-to-get-backlinks-mega-backlink-guide/

Some of the items on the list are questionable. But it does exemplify why it is hard to make your blog stand out in the mega-crowd of blogs on the Internet. Just posting blog posts won’t drive traffic; you have to do a lot of grassroots effort.

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Interesting articles


{ February 17th, 2008 }

I ran across a couple of very interesting articles/posts -

1. Olinda - a social broadcast radio with beheavior mining and a hardware API! Read here.

2. Google’s upcoming data center plans. Can you imagine how big a data center Google needs…? Read here.

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Google SocialGraph API


{ February 1st, 2008 }

Google has launched an API around social networking. In the words of Google:

What is the Social Graph API?

The Social Graph API makes information about the public connections between people on the Web easily available and useful for developers. Developers can query this public information to offer their users dramatically streamlined “add friends” functionality and other useful features.

Now here is what I understand of it - 

We all know that Google crawls the web and figures out which pages link to each other. Google is also crawling the web to find out how sites are related to each other. This is done using -

 a) “XFN”: You can change the links on your page (the <a href=”"> tags) to include a parameter called “rel”. “rel” basically indicates how is the linked site related to the current site - is it a friend’s site, or is it a colleague’s site, or is it another of my sites, etc.

b) “FOAF”: Include a series of tags at the top of your site page(s) to indicate who your friends are.

Google is basically going through the “rel” parameters and the FOAF xml tags and storing how one site is related to another. And they have now made this information available to everyone via their new API.

Take a look at the 3 minutes video here, particularly the scenario at the end.

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Web 2.0 definition


{ December 25th, 2007 }

I was on the O’Reilly Radar home and clicked over to the Web 2.0 page: http://radar.oreilly.com/web2/. At the very top is an interesting and refreshing definition of Web 2.0:

“…..Web 2.0 is a transformative force that’s propelling companies across all industries towards a new way of doing business characterized by harnessing collective intelligence, openness, and network effects.”

I really like that. Web 2.0 is not about technology or AJAX or video sharing or blogs. It’s about:

a) collective intelligence;

b) openness (which I think goes hand-in-hand with collective intelligence); and

c) network effects (a wide, easily available, easily accessible and open network makes the collectivness and openness possible).

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Integrating Vontoo and Salesforce.com


{ December 19th, 2007 }

Last week we released the latest version of 5Buckets. This last release was centered around one major feature - integrating with Vontoo.

Vontoo integration screenshot

Vontoo is a permission based voice messaging product. Their tagline is “Say It. Send It. Track It.” Essentially you can create audio clips and have Vontoo make phone calls to your list of opt-in subscribers. Sounds a little intrusive? Initially I thought so too. Phone calls after all have a little urgency to them. So receiving marketing messages on your phone is definitely annoying.

However, there are many situations where I want to get a phone call - school delays, weather alerts come to mind first. But beyond those reminder of a webinar I signed up for or a company wide communication by the CEO also lend themselves to phone calls. Vontoo has a customer in the music industry. The band has recorded messages and phone calls go out to fans about upcoming concerts, ticket sales & CD releases. Hmm, I certainly won’t mind a recorded message from Bono or Paul McCartney. :)

5Buckets is now integrated with Vontoo. It is another “output device” much like ExactTarget is an output device for email communications. The “input device” - the placeholder for phone numbers & email addresses - can be Salesforce.com or your own SQL Server database. For example, you can create a report in Salesforce.com that lists customers that completed their one year anniversary with you. Every day, 5Buckets will pull from Salesforce.com the list of customers with anniversary today and send them a pre-recorded voice message from Vontoo thanking them for their business.

This simple scenario can be extended to include email communications. For example, 30 days before the anniversary date an email could be sent by 5Buckets reminding the same customers that their renewal is due. An email as a renewal reminder, and a personal phone call on their anniversary thanking the customer when they renew.

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Integrating Salesforce.com and Boldchat


{ November 17th, 2007 }

A project we are wrapping up here at Right On Interactive is an integration between Salesforce.com and a chat tool called “Boldchat”. You may have been to web sites where they let you chat with the sales person or a customer service representative. So, instead of emailing or calling the company, you can chat with a live person right on the company’s website. Boldchat is one such product that enables companies to provide the chat feature on their website.

Click to Chat

We have a customer that uses Boldchat on their website; the chat is used by prospects looking for product information. We recently implemented Salesforce.com for this customer and customized their online quote request form to create an Opportunity in Salesforce.com when someone submits the form. Customer was really happy with the way the Opportunities were coming in from the online quote form (slight digression – the quote form checks if the person submitting the form is already in SFDC and creates or updates the record; additional data is captured in a custom object) that he decided that he wants the chat sessions in Boldchat to create Opportunities in SFDC too.

Boldchat is a mature product. They have a well documented API. So, the initial question of “how can we get the data out of Boldchat” was answered quickly – use the API! The next question on my mind was – “but chat sessions are quite unstructured”. Unlike an online quote form, an IM session is very loose and “all over the place”. There is no telling when or how chat visitor indicated their name, their contact information or what product they were looking for. I even looked at the some of the chat sessions and the sessions were literally all over the place. They ranged from simple questions to detailed technical discussions.

We solved the problem by using what’s called a “pre-chat survey”. The chat visitor is required to fill-out some initial information like their name & phone number and some other optional information. That gives us the basic information we need to create/update Contacts in SFDC; and the entire text of the chat session is then dropped in as an Opportunity with the LeadSource set to Boldchat.

Boldchat’s website is: www.boldchat.com and more info about Boldchat’s API is here: http://wiki.boldchat.com/api/

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ExactTarget API help


{ October 28th, 2007 }

If you are like most ExactTarget API users, your first introduction to the ExactTarget API must have been a PDF document. A large 100+ page PDF document. A little daunting, not so much because of the complexity, but because who the heck has the time to go through a 100+ PDF document. Then someone at ExactTarget probabaly mentioned the ExactTarget Developer Community to you. The community has many useful resources - the documentation, code samples (yes!), forums, a call wizard, ET API experts that respond to your questions!

Let me point out one more piece of the Developer Community that I find very useful - an online help file. It is listed on the “Resources” page, towards the very end of the page. This is the entire REST based API in a search-able, indexed Help format!!!! You can search for a specific API call and get to it directly, no need to thumb through a 100+ PDF. :)

Full disclosure - this Help file currently has only the REST based API and the Batch API guides. The Web services API and the ET for AppExchange API are not in there (ExactTarget - please add them in asap!!).

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