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What’s the Difference Between Lead Events and Leads in AppExchange Marketplace Analytics?

Learn how AppExchange Marketplace Analytics defines lead events on your listing and how they differ from the lead records that appear in your Salesforce org.
Marketplace Analytics records a lead event when a customer visits your listing and:
  • Watches a demo
  • Takes a test drive
  • Interacts with AppExchange Chat
  • Clicks Get It Now
  • Clicks Learn More (applies only to consultant listings)
  • Installs your solution

    AppExchange Chat is required to view chat data in Marketplace Analytics. This feature is available to eligible Salesforce partners through the AppExchange Marketing Program (AMP). Learn more about AppExchange Chat in the Salesforce Partner Community.

    Note

If you configured Web-to-Lead and enabled lead collection for the listing, each of these activities also creates a lead in your org. However, custom lead routing rules, customer contact preferences, and Web-to-Lead reCaptcha can cause the number of leads in your org to differ from the number of lead events shown in Marketplace Analytics.

Custom Lead Routing Rules

Typically, you set up custom lead routing rules to prevent duplicate or unwanted leads from reaching your sales team. Here are some common examples of routing rules where Marketplace Analytics lead events aren’t recorded as leads in your org.
Lead Routing Rule Example Marketplace Analytics Your Org
Domain Restriction
You filter leads from customers whose email address includes your company’s domain.
An employee at your company watches your listing’s demo video and uses a company email address when AppExchange asks for contact information.

In this scenario, Marketplace Analytics records a lead event, but the lead routing rule filters the lead in your org.

A lead event is recorded. A lead isn’t recorded. The lead routing rule filters out the lead.
Duplicate Email Addresses
You filter leads associated with an email address that’s been captured in an existing lead.
A new customer goes to your listing and watches a video, takes a test drive, and installs your solution. For each activity, the customer provides the same email address.

In this scenario, Marketplace Analytics records three lead events: one for each activity. In your org, the lead routing rule creates a lead for the first activity. The others are marked as duplicates because they’re associated with the same email address.

Three lead events are recorded, one for each activity. A lead is created for the first activity only. The others are marked as duplicates because they’re associated with the same email address.

Trailblazer.me Contact Preferences

In a customer’s Trailblazer.me settings, the customer can choose to share their contact info with, and allow contact from, AppExchange providers. Their choices impact lead creation in your org. For customers who allow provider contact, AppExchange lead events are recorded in Marketplace Analytics and propagate to your org as leads. Here are common examples of how contact preferences impact lead creation.

Trailblazer.me Contact Preference Example Marketplace Analytics Your Org
Allow A prospect who allows provider contact watches your listing’s demo video. A lead event is recorded. If custom lead routing rules don’t filter out the lead, then a lead is created in your org.
Prohibit A prospect who prohibits provider contact takes a test drive of your solution. A lead event is recorded. If custom lead routing rules don’t filter out the lead, then a lead is created in your org. The lead is flagged as contact prohibited.

Customers can override their default Trailblazer.me contact preferences when interacting with AppExchange listings. AppExchange recognizes when a customer interacts with your listing in a way that you chose to collect leads for. These customers are prompted to fill out the AppExchange lead sign-up form.

A lead-collection form with an orange circle around the checkbox and description where customers can allow provider contact

The form prepopulates with the customer’s contact info and preferences from their Trailblazer.me settings. On the form, the customer can choose to allow or prohibit provider contact, effectively overriding the contact preference that they set in their Trailblazer.me profile.

Web-to-Lead reCaptcha Verification

To receive AppExchange leads, disable Require reCaptcha Verification in your org’s Web-to-Lead settings.