Resources/Get started here/Introductory concepts

Exporting Your Data

Jessica Collier
posted this on Jan 24 14:08

In this section, get introduced to information related to the configuration, scheduling and delivery of data from LiveBall into your back office or third-party marketing technologies.

  • Introduction to LiveBall exports
  • Standard exports
  • Steps to build & use exports
  • Scheduling & delivery of data exports
  • On-demand data exports
  • Exchanging data using a web service

Introduction to LiveBall exports

Any data you collect in LiveBall, such as form data and hidden data, can be exported to external sources. You can also export 'core fields', which is data that LiveBall automatically collects on visitors when they hit your LiveBall pages. Core fields are collected whether the visitor converts or not, and includes things like IP, geo-location, behavioral tags, timestamp, etc. There are numerous core fields that are available for export along with the data you collect on your forms. 

When you set up your export formats you can 'marry' your data exports to your forms or campaigns, so you are in control of what data gets exported, to whom and when. 

Data can be exported once, to a single export, or can be exported multiple times in multiple formats. Exports can be scheduled in batches, or delivered 'real-time' when the visitor data is collected. It's up to you! This flexibility is helpful for distributed teams or teams who use multiple platforms and need data exported in a variety of formats. 

Available standard exports, and options for custom export integrations

LiveBall's export features are powerful. Many export options are standard and easily configured by your non-technical marketing staff. Standard exports include:

  • Create lead in Salesforce.com
  • Delimited file
  • Formatted email
  • Post to web form
  • Post XML/JSON to web service
  • v-Card-format file

Each export type has its own configuration called its "format." Export formats are designed to easily map your form fields to your export fields. 

Other exports may need more technical expertise, or even some level of customization and custom development. That's OK! We're here to help support your export needs—it's our job to help you get the data out of LiveBall in the format you require. Your account manager can help you by involving our marketing technology team—specialists in helping you set up complex data exports and integrations. We are available for custom projects, troubleshooting, training and more. 

Steps to build & use exports

To create and use an export, follow these steps:

  1. Create your export format in "Integration" under "Data Exports" from one of the standard export options listed above. 
    • When you name and define your export format, you will then add data fields to your export. This defines the data to be exported. Options will include mashing up fields, adding javascript, setting default values, and doing custom processing on the data.
  2. Once you have the export format created and the data fields associated with the export, you actually create the export  by hitting the green + export button (located on the same screen on the "Data Exports" page). 
    • Define the export scope (converted respondents only, or everyone) and the export format you created in step 1.
    • Schedule the export (as frequently as you wish per day of the week and hour of the day) to run in batches. 
      • If the export isn't going to run in batches, and is a real-time export, you will skip this step and invoke the export when you actually add forms to your pages using the "Advanced Rules" feature.
    • Input email addresses if you want the export to be emailed to anyone
  3. IMPORTANT STEP
    • TO BATCH EXPORT—associate the export with your campaigns: Marry this export to the campaigns where it should run. In a campaign there is a link in the upper right hand area of the page for "Scheduled Exports". Here you will 'marry' the export to the campaign. 
    • TO EXPORT IN REAL-TIME—when working in your Creative page templates, when adding form(s) to the page, use LiveBall's "Advanced Rules" to trigger the export upon form submission, in real time, each time a form is submitted on the page.

Exchange data using a web service

On the fly, LiveBall can read an identifier off of the incoming query string, pass that ID to an external customer web service, and receive data back via XML. This lets you pass back — in real time prior to the first page rendering — personalization data that LiveBall can use to affect the display of the page. Any data can be exchanged using this method, letting LiveBall behave dynamically. 

Pull an on-demand data exports

Data can be downloaded on demand at a global and/or campaign-wide level. To export from a campaign, navigate to that campaign and click on the "Export Respondents" link in the upper right hand area of the Campaign Management page. To export at a global, console-wide level, navigate to Integration>Data Exports>Click the "Export global respondents" link.

Other data exports

Don't see the type of export you need listed above? No problem! Just contact your account manager to discuss standard or customized integration options. We're here to help!