Velocify Integration Common Questions

How to get the Client ID and Campaign ID?

In order to find the Client ID, you need to have a Posting URL. You can find it following these steps:

1. Access the Menu page by clicking on your name in the upper right of the header
2. Under Administration, click on Campaigns
3. Under the main Manage Campaigns page, select the Delivery Instructions/URL link next to the campaign and copy and paste the highlighted area into an e-mail

Into the Posting URL, you’ll be able to find the Client ID. In order to get the Client ID, just copy the green-highlighted part of your URL that you can find in the image into the Integration field.

Please note: requests for a URL can only come from an administrator on the account. If you are a lead provider, please contact the company’s administrator.

Campaign ID is a unique identifier associated with each of your campaigns, and they are an easy way for you to reference your campaigns. It’s the Campaign ID you would like your leads to import under.

You may find it by accessing the Lead Sources page under Administration » Lead Sources. IDs are stated in the left column of the table.

How to add Velocity Custom Field to the bridge?

To add a new custom field used in your Velocify instance and be able to map it with the field of your source integration, you should first create it on Velocify. After that, follow the steps below to use it in a new bridge successfully:

1. Go to the Integrations section of your account, and select your Velocify integration. If you still don’t have one, you can create it.
2. Add the Custom Field that you’ve previously added on Velocify into the Custom Fields section (E.G. Custom_Question_1). The field is not case-sensitive
3. Go back to the Bridges section in your LeadsBridge account, and select the bridge in which you’ve connected your favorite source integration with Velocify. If you still didn’t do it, also in this case, you can create a new bridge by clicking on the Create new Bridge button.
4. Hit the Continue button until you reach the Field mapping step. In here, you’ll be able to select the new custom fields you’ve created.
5. Send a test lead and check if you see it properly on your Velocity account

If you don’t receive the correct information inside Velocify, we suggest getting in touch with Velocify support and requesting the exact HTTP POST documentation for this custom field pr ask for the field ID for LeadsBridge provider.

Customers can share with Velocify support the following API endpoint: https://secure.velocify.com/Import.aspx?Provider=LeadsBridge

Once you receive this information from Velocify, you need to check if it’s different from the value that you’ve added in the Integration field (EG: Custom_Question_1), if so you need to edit it with the right value provided by Velocify support (EG: CustomQuestion1).

How do I send leads to a different Velocify Campaign?

Since each integration with Velocify may have one Campaign ID at most, the best and most used practice is to set up a new integrationif you need to send leads to a different campaign in Velocify.

When doing so, you can add the campaign ID you’d like to connect with your source integration.

Then, select the new integration when creating a new bridge and start sending leads to your new campaign.

How do we handle duplicated contacts when Velocify is used in Destination?

When Velocify is used a Destination, LeadsBridge does not handle duplicates.

This means that:

• any lead that comes from the source is pushed to Velocify, without checking if that contact has already been synced before;
• as a consequence, LeadsBridge does not handle the update of previously synced contacts.

API CALL - Full URL

The information below is a tad more technical

When using Velocify in destination, behind the scenes, LeadsBridge performs an API call to this URL:

https://secure.velocify.com/Import.aspx?Provider=LeadsBridge&Client=\[CLIENT\_ID\_CUSTOMER\]&XmlResponse=true&AcrossCampaigns=True

In its payload, we include the value for keys such as email, first name, last name, etc.

We are not aware of how Velocify then handles a duplicated contact - for instance, which fields are used to determine that the contact already exists in Velocify (e.g., name + last name; email address; id; etc.) and/or what to do next (e.g., discard the lead or update the existing one). We can say for sure that LeadsBridge doesn’t have any logic that’d handle these duplicated contacts.

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