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Twitter is a great example of a software application with a frequently-utilized API. Most Twitter users prefer to access Twitter via their favorite Twitter Client (i.e., Twitter’s iPhone app, Droid app, etc.) instead of the site’s standard web interface. These Twitter Clients, which allow you to interact with Twitter on your mobile phone, smart phone, iPod, or computer, were created by developers who accessed Twitter’s API.
Prospector clients can access Prospector’s API. For more information, please check out the Turnkey Academy API track (coming soon!).
- Within Prospector, navigate to the “Apps” link in the top right corner of the screen.
- If the new Formstack App appears under the “My Apps” tab, click it and skip to Step 3. If the new Formstack App is not listed under “My Apps”, click on the “App Marketplace” tab. Then, install and open the app.
- If you have previously logged in to the new Formstack App, please skip to Step 4. If this is your first time in the new Formstack App, you will need to provide authentication information to Formstack. If you already have a Formstack account, select the “Yes, log in” bullet and enter your username and password. Then, click the green “Authorize” button. This will save your user account in the “Credentials” tab of the Formstack App. The credential will be called “Default Credential”. If you do not already have a Formstack login, please click here to go to the Formstack website to create an account. Depending on what Formstack account you sign up for, you may incur charges from Formstack.
- On the Linked Forms tab, click “Add Form”.
- Select the form you would like to sync from the first drop-down menu. From the second drop-down, select how you would like the form’s data to be imported. Click “Save”.
- Once you have saved the linked form, you will see the form listed under “Linked Forms”. Click “Edit fields” next to the form you wish to sync with Prospector. Then, you’ll be prompted to match up your form’s fields to Prospector fields. If no Form Field exists for the corresponding Prospector Field, leave the default “Select Form Field” choice selected. Once you have completed matching your form’s fields, click “Save Field Map”.
You have now set up your form to automatically import leads into Prospector! Prospector’s Formstack App will search for new entries every 20 minutes and import them as selected in Step 5. Throughout this process, all imported records will remain available in your Formstack source.
To delete a list:
- Navigate the Source of your choice.
- Find the list by running an Advanced Find.
- Once you find the list, click “Edit” at the top of the table. You will see a checkbox appear to the left of each list.
- Select the list or lists you would like to delete, and then click “Delete”.
- A confirmation alert will appear asking you if you really want to proceed. Click “Yes” to proceed, or “Cancel” to keep the list.
Following the steps above will delete the list; however, none of the prospect records included on the list will be removed or erased from Prospector.
The distinctive feature of DII is the inclusion of three levels of affluence and cost measurement in determining the household score: federal data, regional and local costs, and household composition. The hundreds of analytical processes employed in building DII exclude zip plus four summary data and national surveys of attitudes and attributes that tend to dilute precision. Through the triangulation of household income and assets, cost of living factors and household life stage expenses, DII measures all the assets and the cost factors available to accurately determine household cash flow, or discretionary income.
DII is a continuous measure from 0 to 5000, but for output purposes, those values have been grouped into eight bands for a high level summary.
25% of all residents of the United States have a DII of “0”. The 50th percentile has a DII of “67”. Below, you’ll find further details on DII groupings.
DII – “0” Range Count: 27.7 Million – 26.1% of Households
Households without discretionary income make incomes under $30K a year 72% of the time. “0” Range households are married 53% and single 47% of the time. Consistent with fixed incomes this group trends heavily toward Retirees 65 to 85 years of age. A segment of this group distributes evenly as singles and married likely to be in there mid thirties, one or two children with admin or blue and white collar jobs. The balance of households has incomes up to $200K a year. A majority of the “0” range group live in downscale housing with exceptional cases having homes valued at $500K and above. They are not savers or active investors and they are three times more likely to be over spenders. Net worth is typically under $50K. Their minimal investments are in savings bonds, CD’s and 25% of the time they have an investment in a modest home values of $100K to $200K. Vehicle value is the lowest among all ranges measured.
DII – “1 to 49” Range Count: 12.9 Million – 12.2% of Households
These households have half the average discretionary income making incomes under $40K a year 84% of the time. “1 to 49” Range households are evenly divided between married and single. This group is also a mix of fixed incomes trending heavily toward retirees 68+ years of age and under 30. These households are less likely to have children. They are less likely to have professional or technical jobs and trend toward retirees, admin, blue and white-collar jobs. They are less likely to be savers or active investors and they can be over spenders. Home values in this group cap at $400K and consistent with retirees, many have been in their home over 15 years. Net worth may often equate with home value. Their investments are in some stock, savings bonds, IRA’s, and CD’s. Vehicle value is in the lower end of the range.
DII – “50 to 99” Range Count: 37.9 Million – 35.7% of Households
The “50 to 99” range could be characterized as the young working class group. Ages are above the average in the 28 to 42 range. They are often blue-collar tradesman and 75% of the time they are homeowners. They are likely to have established families with children. Incomes are most likely to be between $50K to $100K and their home value is most likely going to cap around $300K. Household net worth is consistent with home value. They are more likely to have savings and less likely to be over spenders. Consistent with young working class families they would not be considered active investors but they will have IRA’s, savings bonds, and mutual funds. They also are more likely to be investing in life insurance. Vehicle value is in the middle of the range.
DII – “100 to 149” Range Count: 19.3 Million – 18.1% of Households
The average household has a DII score of “100”. When the household score reaches this level the composition of the household includes middle of the road income of $75K to $150K and their age range is 35 to 60 years old. They are more often professionals or have technical positions. They are more likely to have one or two children and over 80% of the time they are homeowners. Their homes are valued from $250K to $500K and they tend to have been in those homes over 5 years. Their net worth is most often above $350K. This group is financially established and more likely to have invested assets in IRA, mutual funds, and stocks. They also are more likely to have a vacation property and own a vehicle in the top 30% of values.
DII – “150 to 199” Range Count: 5.1 Million – 4.7% of Households
At “150 to 199” approximately 75% of these households earn between $125K and $200K a year. They are in the core earning years of 40 to 60 and many of them have been living in their homes for at least 6 years. These are professionals or self-employed individuals with a net worth in the $250 to $500K range. These are baby boomer families invested assets in IRA’s, stocks and mutual funds. They also have life insurance. Vacation properties are popular with this group and vehicle values are higher than average but not at the top.
DII – “200 to 499” Range Count: 3.3 Million – 3.1% of Households
When the DII score reaches “200 to 499” the households in question have, and spend money on their lifestyle, homes and their investments. Most completed college and a high percentage have completed graduate school. This group trends toward professionals and technical professions and are in their core earning years of 40 to 60 years old. Their incomes are consistently above $150K with over 40% households making $200K or more. They live in homes valued at least $500K to $3 million and they are more likely to been in those home for up to ten years. Household net worth is at least $250K and ranges to over $2 million. They are not over spenders and they are regular saver. Their investments are in stocks, IRAs and mutual funds. Approximately half of the time they have a vacation property and the value of their vehicles are near the top.
DII – “500 to 999” Range Count: 133K – .13% of Households
Households in this DII range are noteworthy in that they have professional/technical positions, or they are in the medical professions. They have a higher than average educational background. They are somewhat older at 45 to 65 years of age and they are married nearly 70% of the time. Incomes can be found in two pockets; $150K to $300K and over $500K a year- the higher percentage of incomes being over $500K. They own homes worth at least $500K, but range up to $5 million. Eighty percent have a high level of invested assets in IRA’s, mutual funds, and stocks, avoiding CD’s and savings bonds. 50% of the time their net worth is measured over $2 million. More than 80% of this group is likely to invest in vacation property and own vehicles at the top of the scale.
DII – “1000+” Range Count: 36.7K – .03% of Households
Reserved for the very wealthy this small percent of the households earn incomes of over $500K to well over a $2 million a year. They tend to be over 50 and less than 65 years old. They have professional occupations with a focus on financial and medical professions. They typically have college or advanced degrees. Ninety percent are home owners. The values of the homes are $1 million ranging up to $10 million. The have the top net worth and are big donors to charities. They are likely investors with large investable assets in stocks, mutual funds, and IRAs’. The value of their vehicle is at the very top of the range.
01 = Mobile Mainstayers
02 = Financial Whizliners
03 = Viewers & VoIP’ers
04 = Skilled Shoppers
05 = Sporty Shoppers
06 = Sociable Mobilites
07 = Metroliners
08 = Highspeed Highwayers
09 = Waves & Wages
10 = Surf n’ Shop
11 = Surfin’ Sophisticates
12 = Professional Frequenters
13 = Jet-Set-Go
14 = Toys, Tickets & Trips
15 = Playin’ & ‘Ployment
16 = Sociably Entertained
17 = Phone Home
18 = eCom Families
19 = Entertained Diversion
20 = Click-to-Buy
21 = Smartly Invested
22 = Weekend Winddown
23 = Functional Frugality
24 = Tunes-to-Go
25 = Realtime Rurals
26 = Metro Multis
27 = Information Autobahn
28 = Digital Dollars
29 = Headlines & Halftime
30 = Wise Investments
31 = Country Commerce
32 = Funding the Family
33 = Posts & Purchases
34 = Secured Spenders
35 = Purposed Pastorals
36 = Dial-a-Friend
37 = Big Country, Big Store
38 = Downtown Downtimers
39 = Dampered by Dial-up
40 = Suburban Subtlety
41 = City Searchers
42 = Delegation Nation
43 = Public Access
44 = Rural Restraint
45 = Savvy Seniors
46 = Invested Maturity
47 = Traditional Channels
48 = Non-Tech Country
49 = No-Surf Seniors
- Log in to Prospector.
- Click the “Apps” link in the upper right corner.
- Look at the “My Apps” tab. If the Dataport pane is visible on the tab, click it. If not, click the “App Marketplace” tab and install the App; then, click “Open App”.
- Click the green button labeled “New Export”.
- Identify your List for Exporting.
- Identify the Prospect Source (consumer imports, Tickets.com, FormStack, etc.) you would like to export the list from.
- Choose the list you would like to export.
- Enter the appropriate Connection Settings.
- Identify your export with a Connection Name.
- Choose the appropriate Protocol for the ftp site (FTP or SFTP).
- Enter the FTP/SFTP address, not including the protocol.
- Enter the Username and Password associated with the FTP/SFTP address.
- Click the “Test Connection” button to ensure that the Dataport app is able to locate (and communicate with) your FTP/SFTP site.
- Click the folder icon next to the “Directory” field to choose the Directory on the FTP/SFTP site you want to export a list to. Highlight your selected directory and click “OK”.
- Enter the name of the file you will be exporting as you want it to appear on the FTP/SFTP site (make sure to include the file’s extension). If your file will be exported on a recurring basis, you may want to include the current year, date, time, etc. by using the appropriate placeholders (as indicated on the bottom left of the page).
- Click “Field Mapping”.
- A pop-up labeled “Add Fields to Layout” will appear. From this list, choose the Prospector fields you would like to export with the list, either by checking one or more of the primary boxes visible (Acxiom, Business Data, etc.) or clicking the arrow to the left of each row label to specify one or more individual fields. Then, click “Add”.
- Choose the appropriate File Type (XLS, XLSX, TXT: CSV, TXT: Pipe Delimited, TXT: Tab Delimited).
- Match the export file columns to Prospector Field columns.
- In the upper right corner, users will see three icons.
- Clicking the paper and magnifying glass icon will download the export you are preparing and allow you to see what the export will look like.
- Clicking the green plus sign will return you to the “Add Fields to Layout” window detailed in Step #8.
- Clicking the trash can will enable you to delete any unwanted Prospector fields by clicking the associated row (or rows, by holding the ctrl button) and then clicking the trash can.
- In the upper right corner, users will see three icons.
- Click “Scheduling”.
- Under Automation Schedule, identify how frequently you want the export to occur (daily, weekly, every weekday, etc.), on what date you would like the exports to begin, and for how long they should re-occur.
- Under Notifications, add the email addresses of everyone who should be notified when the export job succeeds and/or fails, and check the appropriate boxes below.
- If you wish to notify a third-party application or system when the export job succeeds and/or fails, click “Advanced Options” to configure that setting.
- Click “Finish”.
This will schedule your export and redirect you to the Dataport App homepage, on which you will now see a “ticket” that represents your export. Confirm that your ticket is set to run by checking to see if there’s a “Next Flight” scheduled on your ticket. If you don’t see a “Next Flight” scheduled and a button labeled “Pause/Resume” is visible at the top of your ticket, click “Resume”. That should activate your ticket, and schedule a “Next Flight”.
To run the export at a time other than the time you scheduled as part of Step #10, click the ticket’s “Run Now” button. To change the export’s settings, click “Tools” and select “Edit Settings”.
The export will continue to run as scheduled until the date you have set it to expire, or until you pause the export, or modify its settings..