Figure 1. Go to the Lead Source List.
Step 1: Enter the Lead Source that this Campaign will be tied to. To do this go to Lead Sources then click List. Open the lead source by selecting it and clicking Open.
Step 2: This will bring you into the lead source its self. Select the Campaigns section on the left side and click New.
Step 3: Click Next to move to 1. General Information. Give the Campaign a name that will allow you to know which lead type and campaign this lead is coming from.
Step 4: Make sure the status is set to active any other status will not allow leads to enter the system through this campaign.
Step 5: Input the cost per lead for this campaign. This cost will be tracked through out the system to allow you to run the most accurate Reports.
Step 6: Setting the Default User Assignment will allow any leads that come through this campaign to be assigned directly to a user inside of your system.
Step 7: Click Next to move to the Quantity Limit section.
With in the Quantity Limits section you are able to limit the amount of leads that can enter your system through this campaign as well as the amount of times a single lead can be sent out to clients.
Step 8: Input the limits for this campaign. Input the hourly, Daily, and Monthly limits. You can also input the maximum amount of times that a single lead can deliver out through this campaign by setting the value under the Maximum Delivery Count.
Step 9 : Click Next to save your information and move forward to the Lead Type Information section.
With in the Lead Type Information section you are able to set the types of leads that will be coming through this campaign as well as how far back the system will look back to check for a duplicate.
Step 10: Select the appropriate lead type that this campaign will be receiving leads for.
Step 11: Set whether or not you want the system to include rejects on its duplicate checks.
Step 12: Set the number of days you want leads coming through this campaign to be checked for duplicates.
Step 13: (optional) Check Append City and State if you would like LeadExec to attempt to place the lead with in a city and state off of the zip code and country that the lead comes in with.
Step 14: Click Next to move forward into the Quality Options section.
With in the Quality Options you are given the ability to customize the flow that your leads will follow. You are able to set whether leads go directly to clients or to your Quality Control bin for manual validation as well as have the system reject leads that your clients will not accept.
Step 15: If you want leads to go directly to the Quality Control bin for manual validation set the “Use Quality Control bin” to “Yes, Automatically move all leads into Quality Control.” If you want your leads to go directly to clients as they come in set the option to “No, Do not use the Quality Control bin, Move the lead to delivery.”
Step 16: You are able to change the route that rejected leads take when they attempt to enter your system by changing the “Default Reject Action” options. Your options are:
- Reject Back to Source – This is the system default this will take any rejected lead and mark it as one inside of LeadExec.
- Move to Quality Control – This will take any rejected lead and move it directly to Quality Control for manual validation.
- Forward to Delivery – This will take any rejected lead and move it directly into automation for your clients to receive.
Figure 7. Image displaying the Reject for No Coverage, Reject for No Sale and Standardize Address options.
Step 17: Reject for No Coverage allows you to have the system automatically reject the lead back to the source if no coverage is found. This means that the leads scan the clients criteria input into LeadExec to check if they are matches. To use this option select “Yes”.
Step 18: Reject for No Sale goes one step further then Reject for No Coverage. This options actually attempts to send the lead to your clients and waits for a response before sending back a response to your lead source. To enable this option select “Yes”.
Step 19: Standardize Address allows you to apply USPS industry standardization to the primary address on the lead.
Step 20: Click Next to move to the Criteria Requirements section.
With in the Criteria Requirements section you will be able to input incoming filters for your leads. With these filters set leads will have to match them exactly in order to enter your account.
Step 17: To add incoming criteria click “Add” This will launch the Criteria Details window.
Step 18: Select Lead Field as the Criteria Type. Any other Criteria Types please contact your support agent.
Step 23: Select the field you wish to use as your criteria field.
Step 24: Select the Operation type that best fits with your criteria.
Step 25: Fill out the Details with the values you are willing to accept.
Step 26: Click Next to generate your posting instructions to give to your lead source or developer.
Generating Posting Instructions will get your Lead Source or developer the information they will require in order to post directly into the campaign they are generated from.
Step 27: To generate posting instructions select Generate Instructions under one of the 3 methods LeadExec supports for lead submission. Once you have done this you will be asked to save your changes. Click “Yes” You will then see a quick over view of the instructions that are going to be generated for you. Click Print/Export. From there you will be able to export those instructions to one of many file formats. Click “Close” once you are done!