Manage push rules

Tabata Vossen -

About integrations & data pushes

Sending (or “pushing”) data to third-party applications allows you to have all of your collected data in one place for automation, analytics, marketing and much more!

The Qualifio platform offers different ways to send the details of every new participation in your campaigns to your favourite tools. See Integrations: Connect Qualifio with the tools you already use to have all your data in one place.

Manage push rules effectively

To easily and effectively manage and control the push of your data, Qualifio allows you to define different rules based on different needs (at the account, website, Master Form and campaign levels). Setting up your push rules upfront also means one less manual task for your teams, which is always a win. Finally, you also eliminate risks associated with forgetting to enable push integrations in forms and campaigns.

Configure your default rules

As an Admin or Marketer user, you can configure your default rules in Settings > Push rules.

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If you stop here, data from all your identified campaigns will be pushed to the same tool or app (in the example above, HubSpot) and data from all your anonymous campaigns won't be pushed to any tool or app.

Caution
To set up a data push for your anonymous campaigns, you need to use the webhook 2.0. You might also have access to this feature if your integration was set up or updated after January 28, 2021.

Create rules for specific websites, Master Forms & campaigns

As an Admin or Marketer user, you can also create more specific rules in Settings > Push rules.

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Use this procedure to create a new rule:

  1. Open the Settings and click Push rules.
  2. Select a level (website/campaign/form).
  3. If you selected "website", select a campaign mode (anonymous/identified/both).
  4. In the Name column, type the name of a website, campaign or Master Form.
  5. Under Push destination, select a third-party service.
  6. Click the add button.
  7. Click Save.

Note
In order to create a rule with no push of the data, leave the field empty:

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In the example above, data collected through the “Johnny Cash lyrics quiz” won’t be pushed to any tool or app.

Edit or delete a rule

  1. Open the Settings and click Push rules.
  2. In the table, click the edit or delete button.
  3. Click Save.
Warning
Any rule that you delete will automatically remove the push from the campaigns it applied to.

Note

If you accidentally delete a rule, you can get it back by clicking "" and then clicking Save. This will undo the delete action.

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Preview which data pushes are active in a campaign

  1. Open the campaign > Settings step.
  2. Locate the Data pushes section and click it.
  3. A preview of the pushes active in the campaign opens.

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Note

  • If you don't see the "Data pushes" section in the Settings step, it simply means that no push has been enabled for that campaign.
  • As an Admin or Marketer user, you can change this by clicking Change this setting.
  • Please note that this is also where you'll find the global variables at the campaign level.

FAQs

Can multiple rules apply to the same campaign?

Yes. However, you should consider the following: the more specific rule wins. So, a rule set up at the campaign level wins over a rule set up at the Master Form level, which wins over a rule set up at the website level, which wins over the default setup of the account.

Campaign rules > Master Form rules > Website rules > Account rules

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For instance, in the example above:

  • There’s a rule at the Master Form level: data collected with the Sample Form should be pushed to Salesforce.
  • There’s also a rule at the campaign level: data from the quiz “How much do you know about the new Covid rules?” should be pushed using the webhook.

But what if that campaign actually used Sample Form? What happens then? Data collected via the quiz would be pushed using the webhook. That is because the rule set up at the campaign level wins over the one set up at the Master Form level.

Campaign > Master Form > Website > Account

Tip

You can select multiple pushes for the same campaign, Master Form or website.

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