Overview
As we saw in our previous article, every Lead Source you create needs an accompanying Campaign to manage how leads are processed and routed, but you may also create additional Campaigns as needed. This guide will walk you through creating a Campaign—whether you're setting one up right after creating a new Lead Source or building one from scratch.
Method 1: Create a Campaign After Your Lead Source:
After saving your Lead Source details, you'll be prompted to set up your Campaign.
Step 1: Configure the Basic Settings
You’ll fill in the initial details for your Campaign:
Name: Choose a clear, descriptive name that reflects your strategy. Examples:
California Only – for leads filtered by state.
Aged Leads Only – for a campaign receiving only aged leads.
Channel: Select how leads will arrive (e.g., Webhook, Ping/Post, Email).
Lead Type: Choose which Lead Type is associated with this Campaign.
Price: Enter your cost per lead (including marketing or platform costs).
Require Authentication: For Web or Ping/Post channels, you can enable API token authentication for added security.
Click Next.
Step 2: Set Inbound Validation & Outbound Delivery
Configure how leads are qualified and routed:
A. Inbound Validation (Optional but recommended)
These rules help ensure lead quality. Except for the duplicate check, each validation incurs a small additional fee per lead.
Duplicate Day Setting: How far back (in days) LeadExec checks for duplicates. Default is 30 days.
Standardize Address: Formats the lead's address to USPS standards.
Append City and State: Automatically fills in city/state using postal code data.
Mobile Check: Validates if the primary phone number is mobile.
Geolocate IP Address: Checks for legitimate IP addresses (helps filter out VPNs).
B. Outbound Delivery
Set the high-level rules for sending leads to buyers:
Maximum Delivery Count: The number of times a single lead can be sent to different buyers (auto-rejects don't count toward this).
Delivers To: Choose whether leads go to Any Eligible Client or only to an Exclusive Group.
Click Create. Your Campaign is now active!
Method 2: Create a Campaign from the Campaign List
You can also create a Campaign independently, which gives you access to more granular settings upfront.
Step 1: Navigate and Initiate
From the left-hand menu, go to Campaign List.
Click the Create button.
Step 2: Configure Campaign Tabs
You’ll now see a detailed setup with several tabs:
General Information Tab
Lead Source: Select the associated source.
Campaign Name, Channel, Lead Type: Same as in Method 1.
Inbound Price: Your cost per lead.
Status: Set to Active or Paused.
Require API Authentication: Enable for Web/Ping-Post channels.
Quality Options Tab
Use Quality Control: Toggle this on to enable validation rules.
You will see the same Inbound Validation options (Duplicate Check, Standardize Address, etc.) as in Method 1.
Delivery Options Tab
Automation Method: Choose to use the system default or set custom routing logic for this Campaign.
Maximum Delivery Count & Delivers To: Same as in Method 1.
Quantity Limits Tab
Set reception caps to control volume:
Hour Limit
Day Limit
Monthly Limit
Step 3: Finalize
Review all settings across the tabs.
Go to the Next Steps tab.
Click Create.
Next Steps
Your Campaign is now set up to receive, qualify, and route leads. You can further fine-tune its channel-specific settings at any time; find out how by visiting our knowledge article here.
Or, if you're ready for the next big step, let's move on to creating your first Client Profile to define who receives these leads.