在卖家面板中添加 Office 加载项的潜在客户管理详细信息Add lead management details for your Office Add-ins in the Seller Dashboard

若要了解有关获取外接程序的用户的信息,你可以在卖家面板中为客户关系管理 (CRM) 系统提交潜在客户配置详细信息。To get information about users who acquire your add-in, you can submit lead configuration details for your customer relationship management (CRM) system in the Seller Dashboard.

你可以使用潜在客户信息直接跟进客户,以确保他们在解决方案方面获得成功的体验。You can use leads to follow up with customers directly to ensure that they have a successful experience with your solution.

对于通过 AppSource 获取外接程序的客户,会将以下详细信息发送到你的潜在客户管理系统:For customers who acquire your add-in via AppSource, the following details are sent to your lead management system:

  • 名字First Name
  • 姓氏Last Name
  • 电子邮件地址Email Address

备注

当前, 通过 AppSource 以及 Word、Excel 和 PowerPoint 商店进行的收购支持的潜在客户。Leads are currently supported for acquisitions made via AppSource, as well as Word, Excel, and PowerPoint stores.

将潜在客户管理信息添加到卖家面板Add lead management information to the Seller Dashboard

在提交过程中,将看到提交潜在客户配置详细信息的提示,这样就可以收到潜在客户信息。As part of the submission process, you will be prompted to submit lead configuration details so that you can receive lead information. 在“潜在客户管理”**** 选项卡上,选中“我想从获取我的加载项的用户处接收潜在客户信息”**** 复选框,并提供以下信息。On the Lead Management tab, select the I want to receive lead information from users who acquire my add-in check box, and provide the following information.

FieldField 说明Description
订阅详情显示名称Offer Display Name 一个标题,注释如何生成潜在客户。例如,Contoso 业务规划器外接程序。A title to annotate how the lead was generated. For example, Contoso Business Planner Add-in.
发布服务器显示名称Publisher Display Name 一个标题,表示潜在客户信息中你的发布服务者信息。例如,Contoso 外接程序开发团队。A title to represent your publisher information within the lead. For example, Contoso Add-in Development team.
潜在客户目标Lead Destination 从下拉列表中选择适用的 CRM 或存储服务。Select the applicable CRM or storage service from the drop-down.

完成潜在客户提交流程的步骤因选择的 CRM 系统提供商而异。The steps to complete your lead submission process varies based on the CRM system provider that you choose.

备注

如果 CRM 系统提供商未列出,建议选择 Azure 表。If your CRM system provider is not listed, we recommend that you select Azure Table. 最受欢迎的 CRM 服务可以与此存储服务集成。Most popular CRM services can integrate with this storage service.

Dynamics CRM OnlineDynamics CRM Online

对于 Microsoft Dynamics CRM 系统,需要提供以下信息:For Microsoft Dynamics CRM systems, you need to provide the following information:

  • CRM URLCRM URL
  • 用户名User Name
  • 密码Password

若要了解如何为潜在客户设置新 Dynamics 服务,请参阅 Appsource Dynamics 文档For information about setting up a new Dynamics service for leads, see the Appsource Dynamics documentation.

备注

若要为潜在客户配置 Dynamics CRM,必须满足一些服务的要求,即用户必须是 Dynamics CRM 实例上的管理员且必须是租户管理员,才能新建服务帐户。To configure Dynamics CRM for leads, some services require the user to be an admin on your Dynamics CRM instance, and a tenant admin to create a new service account.

Azure 表Azure Table

选择“Azure 表”**** 可以将潜在客户信息输出到 Microsoft Azure 托管的存储表中。Select Azure Table to output lead information into a Microsoft Azure-hosted storage table. 若要开始使用 Azure,请参阅创建免费的 Azure 帐户To get started with Azure, see Create your free Azure account.

必须提交“连接字符串”**** 值,才能提交潜在客户管理详细信息。You must submit a Connection String value to submit your lead management details. 要查找或生成此值,请执行以下操作:To find or generate this value:

  1. Azure 门户中,选择应接收潜在客户信息的存储帐户。In the Azure portal, select the storage account the lead should be sent to. 若要新建存储帐户,请选择左侧导航中的“存储帐户”****,再选择标题左上角的“添加”****。To create a new storage account, select Storage accounts in the left navigation, and then select Add in the top-left corner of the header.

  2. 在“设置”**** 下,选择“访问密钥”****。Under Settings, select Access Keys.

  3. 复制“主连接字符串”**** 下显示的存储帐户密钥。Copy the storage account key shown under Primary Connection String.

  4. 将此字符串粘贴到卖家面板的“连接字符串”**** 字段中。Paste this string into the Connection String field in the Seller Dashboard.

SalesforceSalesforce

若要将潜在客户信息输出到 Salesforce CRM 系统,需要提供“对象标识符”**** 值。To direct your lead information to a Salesforce CRM system, you need to provide an Object Identifier value. 若要查找此值,请执行以下操作:To find this value:

  1. 在你的 Salesforce CRM 系统中,转到“设置”****。In your Salesforce CRM system, go to Setup.

  2. 在“快速查找”搜索栏中,输入“Web 到潜在客户”****。In the Quick Find search bar, enter Web-to-Lead.

  3. 选择“创建‘Web 到潜在客户’表单”****。Select Create Web-to-Lead Form.

  4. 忽略下一页上的表单,并选择“生成”****。Ignore the form on the next page, and select Generate.

  5. 在生成的表单中,复制 oid 值,格式如下:In the generated form, copy the oid value, with the format:

    <input type=hidden name="oid" value="00XXXXXXXXXXXXX">

  6. 将该值粘贴到卖家面板的“对象标识符”**** 字段中。Paste the value into the Object Identifier field in the Seller Dashboard.

MarketoMarketo

若要将潜在客户信息输出到 Marketo CRM 系统,需要提供以下值:To direct your lead information to a Marketo CRM system, you need to provide the following values:

  • 表单 IDForm Id
  • Munchkin IDMunchkin Id
  • 服务器 IDServer Id

要查找这些值,请执行以下操作:To find these values:

  1. 转到 Marketo 内的“Design Studio”****。Go to Design Studio within Marketo.

  2. 选择“新建表单”****。Select New Form.

  3. 填写“新建表单”弹出窗口中的字段。Fill in the fields in the New Form pop-up window.

  4. 选择“字段详细信息”表单上的“完成”****。Select Finish on the Field Details form. 审核并关闭表单。Approve and close the form.

  5. 在“表单操作”**** 下,选择“嵌入代码”****。Under Form Actions, select Embed Code.

  6. 在“嵌入代码”中,查找如下代码行:Within the embed code, look for the line similar to the following:

    <script>MktoFormsExample.loadForm("//app-ys11.marketo.com", "123-PQR-789", 1169);</script>

  7. 提取适用的值。Extract the applicable values.

    在此示例中,要提取下面的值。In this example, the following are the values to extract.

    参数名称Parameter name 示例值Example value
    表单 IDForm Id ys11ys11
    Munchkin IDMunchkin Id 123-PQR-789123-PQR-789
    服务器 IDServer Id 11691169
  8. 在卖家面板中提交这些值。Submit these values in the Seller Dashboard.

Azure BlobAzure Blob

选择“Azure Blob”**** 可以 CSV 格式将潜在客户信息输出到 Azure 托管的 Blob 中。Select Azure Blob to output lead information in a CSV format within an Azure-hosted blob. 若要开始使用 Azure,请参阅创建免费的 Azure 帐户To get started with Azure, see Create your free Azure account.

必须提交“连接字符串”**** 值以及“容器名称”**** 值才能提交你的潜在客户管理详细信息。要查找或生成这些值,请执行以下操作:You must submit a Connection String value as well as a Container Name value to submit your lead management details. To find or generate these values:

  1. Azure 门户中,选择应接收潜在客户信息的存储帐户。In the Azure portal, select the storage account the lead should be sent to. 若要新建存储帐户,请选择左侧导航中的“存储帐户”****,再选择标题左上角的“添加”****。To create a new storage account, select Storage accounts in the left navigation, and then select Add in the top-left corner of the header.

  2. 在“设置”**** 下,选择“访问密钥”****。Under Settings, select Access Keys.

  3. 复制“主连接字符串”**** 下显示的存储帐户密钥。Copy the storage account key shown under Primary Connection String.

  4. 将此字符串粘贴在卖家面板的“连接字符串”**** 字段中。Paste this string in the Connection String field in the Seller Dashboard.

  5. 在相同存储帐户的“Blob 服务”部分中,选择“容器”****。In the Blob Services section for the same storage account, select Containers.

  6. 选择要接收 CSV 数据的容器,或新建容器。Select the container that you want to send the CSV data to, or create a new container.

  7. 复制容器的名称Copy the Name of the container.

  8. 将此字符串粘贴到卖家面板的“容器名称”**** 字段中。Paste this string in the Container Name field in the Seller Dashboard.

提交潜在客户管理详细信息Submit your lead management details

填写完卖家面板中的字段后,选择“下一步”****。After you have completed the fields in the Seller Dashboard, select Next.

如果看到错误消息,请确保详细信息正确无误或稍后重试。If you get an error message, make sure that your details are correct or try again later.

备注

如果加载项已在 AppSource 中列出,无论提交内容是否通过验证,潜在客户管理详细信息都已保存。If your add-in is already in AppSource, your lead management details are saved regardless of whether your submission passes validation. 不必重新提交潜在客户管理详细信息,除非你要更新接收你的潜在客户的 CRM 或存储服务。You don't have to resubmit lead management details unless you want to update the CRM or storage service that your leads are sent to.

通信准则Communication guidelines

请确保发送给客户的任何信件中都有可以取消订阅今后通信的选项。Make sure that any correspondence you send to customers includes an option to unsubscribe from future communications.

另请参阅See also