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Former Member

Lead creation from Social media.

Hi Guys,

Could you please help me how we can create a Lead from social media in C4C. Is there any help document to follow? or an API for lead creation from social media. And how we can achieve Lead creation from List ( files). Please help?


Thanks,

Niranjan.

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4 Answers

  • Best Answer
    Posted on Sep 23, 2015 at 10:45 AM

    Hello Niranjan,

    You can migrate the Leads using the migration template specific to migrate it. You will find the template under the Activity under Prepare Phase.

    Download the template, fill it with the Lead data from your file and then migrate the data into C4C using the Migration Tool under the Integrate and Extend Phase.

    Hope this helps

    Regards,

    Chandan

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  • Posted on Sep 23, 2015 at 10:43 AM

    Hello,

    Social media messages create tickets.. from these tickets it is possible to create follow up documents Lead, Opportunity and Sales Quote.

    Regards

    Preethi

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  • Posted on Sep 23, 2015 at 10:47 AM

    To add more details, You can download it from Prepare for Data Migration activity in Prepare phase and migrate the filled template using the activity Migration of Leads in the Integrate and Extend phase.

    Regards,

    Chandan

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 24, 2015 at 04:36 PM

    The out of box business process to create leads from social media is the following

    1. Setup social media engagement in C4C for Twitter, Facebook or YouTube

    2. This will create social media tickets as consumers/customers post to your monitored social sites

    3. If the social ticket is a sales inquiry, then you can create a follow-up Lead from the ticket (activate Lead Management for your service/social users).

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