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 website, campaign and Master Form 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.

Caution
The availability of this feature depends on the type and date of your Qualifio integration. You might have access to it if you’re using the webhook 2.0 or if your push integration was set up or updated after January 28, 2021.

Configure your default data pushes

As an Admin or Marketer user, you can configure your default data pushes 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.

Create exceptions

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

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Use this procedure to create an exception and push data to another tool or app:

  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 an exception 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 an exception

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

Note

If you accidentally delete an exception, 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
As an Admin or Marketer user, you can change this by clicking Manage your data pushes.

FAQs

Can multiple exceptions apply to the same campaign?

Yes. However, you should consider the following when using exceptions: 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 an exception at the Master Form level: data collected with the Sample Form should be pushed to Salesforce.
  • There’s also an exception 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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