Some marketing activity may not happen on your website. You may still want to include this in attribution. LeadsRx has a process allowing you to upload offline touchpoints from a specially formatted CSV file. Download the sample Touchpoint Upload template if needed.

Note: For larger uploads or more automated systems, you can alternatively use the LeadsRx API with its webhook facility.

Offline touchpoints can include things like tradeshow attendee lists or outreach from your sales team. Check with our Customer Success team if you have special requirements.

  1. Using the drop-down menu under your account name at the top of any page, select SETTINGS (View All).
  2. In the Touchpoint Upload box, select MANAGE.
  3. Click CHOOSE A FILE TO UPLOAD to locate your CSV on your computer's hard drive. The file must be in CSV format (not Microsoft Excel), contain a header row as the first row in the file, and must have one row of data for each touchpoint. Here's an example:

Data to include

Each touchpoint you include should have the following information

You will have the option of selecting a touchpoint in the dashboard to assign the file to and this is the recommended method. Alternatively you can include a campaignID column to indicate which touchpoint type has occurred. This is recommended if you are uploading multiple touchpoints so you can upload them all at once. A unique "campaignID" is automatically created by LeadsRx when a touchpoint is first created. You can find this ID on the API page here. 

  • Also include a campaignDate column to indicate when the touchpoint occurred. The best format should be YYYY-MM-DD HH:MM:SS using a 24-hour format for the time. If you don't include this column, you can set a default before the upload begins.

In addition to touchpoint event data listed above, you can also upload associated profile data for each touchpoint. 

  • These fields are self-explanatory and can be included for each touchpoint to identify the individual who came into contact with your marketing: first name, last name, email, phone, address. Another field associated with an individual is userID. This can be any unique identifier you use and is limited to no more than 100 characters. You must include at least one of these fields to match data being uploaded to online activity. Without a match, a touchpoint you upload will not be associated with a previous customer journey.