Example Velocify Metrics

Metric Examples:

• Leads
• Activities
• Calls

Lead Metrics

With the JSON Post Body below you will be able to generate the following metrics within Ambition:

• New Leads

In addition you will be able to perform advanced filtering on your Lead metrics. For example you can filter by the following:

• Leads by Grade
• Leads by Rating
• Leads by Type

{
    "user_email": "{User.Email}",
    "lead_date": "{Lead.Date}",
    "record_id": "{Lead.Id}-{Lead.Date}-{User.Email}",
    "lead_grade": "{Lead.LeadGrade}",
    "lead_rating": "{Lead.LeadRating}",
    "lead_type": "{Lead.LeadType}"
}

Activity Metrics

With the JSON Post Body below you will be able to generate the following metrics within Ambition:

• New <Action>

<Action> will be the specific actions, both standard and custom, that you would like to track

JSON

 {
    "user_email": "{Lead.LastAction.User.Email}",
    "activity_date": "{Lead.LastAction.Date}",
    "record_id": "{Lead.Id}-{Lead.LastAction.Date}-{Lead.LastAction.User.Email}",
    "action_type": "{Lead.LastAction}"
}

Call Metrics

Setup

1. Click on Menu > Administration > Manage Actions.
2. Click on Add New Action.
3. Set the Title to "Call Ended" and click Submit.
4. Click Posts and assign your created Post Template to the "Posts Sent Upon Action" column.
5. Contact Cris Arias (carias AT velocify DOT com) requesting that your newly created Action is linked to the "Call Ended" event.

Fields

Examples

{
    "last_call_user": "{Lead.LastCall.User.Email}",
    "activity_date": "{Lead.LastCall.CallEnded}",
    "record_id": "{Lead.Id}-{Lead.LastCall.CallStarted}-{Lead.LastCall.User.Email}",
    "phone_dialed": "{Lead.LastCall.PhoneDialed}",
    "call_type": "{Lead.LastCall.CallType}",
    "call_result": "{Lead.LastCall.CallResult}",
    "call_duration": "{Lead.LastCall.CallDuration}"
}