Integrate MDT Personalized Video with LeadSquared

1. Feature Overview

MDT Marketing has made it simple to deliver personalized videos to your prospective students to boost engagement and optimize conversion rates. When a new lead is created in LeadSquared, this connector pushes the lead data to MDT Marketing. MDT Marketing renders a coordinating personalized video, and the video URL is automatically appended against the lead in LeadSquared. 

These personalized videos can be applied to email and text campaigns sent to your leads.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active MDT Marketing account.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@mdtmarketing.com.

 

3. How it Works

To push leads from LeadSquared to your MDT account, configure the MDT Personalized Video connector. Once configured, enable the connector sync.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and configure it through LeadSquared Automation to automatically send new lead details to MDT Marketing.

 

4. Installation

You must first install and configure the MDT connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for MDT Personalized Video, and click Install.
    • Alternatively, you can find the connector on the left panel, under Marketing Connector.
  3. Once installed, hover your cursor over , and click Configure.

mdt click config

4.1 Configure the connector

Once you’ve installed the connector, on the Configure MDT Personalized Video pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
mdt config

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>MDT Personalized Video.

MDT

5.1 Basic Settings

Enter the following details –

PropertyDescription
AccountIDPass your MDT account ID here.
Lead SourceEnter the lead source through which the leads were captured (e.g., MDT, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country CodeIf the lead’s mobile number is captured without a country code, the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time ZoneThe time zone followed in your MDT account.
Lead Capture Search By CriteriaTo avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This is used to identify the leads pushed from MDT.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.

Lead Capture Secondary Search By CriteriaIf lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on FailureIf there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.

Enable NotificationTo ensure notification emails are sent to the selected user when there’s a failed query, enable the Checkbox checkbox.

Once you’ve entered all the details, click Save & Next.

mdt basic

 

5.2 Entity Options

Define the sync behavior of the connector when leads are captured.

5.2.1 Lead/Contact Entity

Lead capture is enabled by default, and it cannot be disabled.

Note: This connector simply sends your lead data to MDT Marketing and creates a personalized video. The Sync Behaviour is by default set to Do Nothing. It is recommended you don’t change this to any other setting.
Click Save & Next.

mdt lead sync

5.3 Generate Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and configure it through Automations (refer to the next section).

After you’ve set up the webhook, click More Actions, and enable the sync job.

Note: 

  • You will find the personalized video URL under the Photo Url lead field on your lead details page.
  • To view logs of all the sync jobs that have taken place, from the More Actions dropdown, click View Logs.

mdt webhook

 

6. Create an Automation

Use the Webhook URL to create an automation that sends the lead details to MDT for video creation.

  1. Navigate to Workflow>Automation, click Create Automation, and select the New Lead trigger.
  2. On the Automation starts when a lead is added pop-up –
    • Click +Add Conditions.
    • The Automation should run for new leads that have an email address, so, add a criteria that checks the email lead field contains data.
    • Once you’re done, click Save.
  3. Click Add Automation, and under Custom, click Webhook.
  4. On the Webhook pop-up, enter the following details –
    • Name – Enter a relevant name for the webhook.
    • URL – Select the method as https://, and paste the connector’s webhook URL that was generated in the previous step. Ensure you remove “https://” from the URL.
    • Content Type – Select application/json.
    • Save Response – You can select either Yes or No.
    • Custom Headers – You can skip this step.
    • Notify on Failure – Select which user you want to notify if the webhook fails.
    • Retry Count – The number of times you want to retry when the webhook fails.
  5. Once you’re done, click Save, and then click Publish.
Note: To know more about the Webhook action, refer to User Automation Actions – Webhook.

mdt webhook automation

 

7. MDT Registration Form

Next, navigate back to the MDT Personalized Video connector. On the last tab (MDT Registration Form), fill out the form to complete a one-time registration with MDT. The form will include your business details and a template for your personalized videos.

Note:

mdt registration form

 

8. Access Video URL

You will find the personalized video URL under the Photo Url lead field on your lead details page. Once a lead is created in LeadSquared, the Photo Url field will be populated within 10 minutes.

mdt access video

 

9. Other Actions

You can edit or delete the MDT connector instance that you created. To do this –

  1. Navigate to Apps>App Marketplace.
  2. Search for MDT Personalized Video.
  3. Alongside the MDT Personalized Video connector, hover your cursor over .
  4. From the list of options, you can perform the following actions –
    • Edit Configuration
    • Disable Configuration
    • Remove Configuration

mdt other actions

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Was this Helpful?

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments