Overview
Once you've created a Campaign, LeadExec gives you granular control over how it handles leads, and the settings available to you depend on which Channel you selected.
Different channels have different needs:
Web – Standardized settings, available across most channels
Phone – Number and call-flow specific configurations
Chat – Dialog design, integrations, and intake forms
Ping/Post – Ping-specific qualification and bidding logic
Let's walk through the settings unique to each channel, plus the Advanced Options available to all Campaigns.
Phone Channel Settings
If you selected Phone as your Campaign channel, you'll see an additional tab:
Phone Numbers Tab
This is where you manage the inbound phone numbers associated with your Campaign. You can add, edit, or delete numbers and their properties.
When adding or editing a phone number, you'll configure:
Name: A friendly label to identify this number within your Campaign.
IVR Number: Select from phone numbers you've already purchased.
Need to buy one? [Learn how to purchase numbers →]Call Flow: Choose a call flow you've previously built.
New to call flows? [Set up your first call flow →]Message Flow: Choose a message flow for SMS or text-based interactions.
Need a message flow? [Create a message flow →]Purchase New Number: A direct option to buy a new number right here, without leaving the Campaign setup.
Chat Channel Settings
If you selected Chat as your Channel, a dedicated Chat Settings tab will appear. This is your control center for designing the chat experience, connecting integrations, and capturing lead data.
Properties
Name: Internal name for this chat dialog.
Message Flow: Select a pre-built message flow to guide the conversation.
Description: Brief note to help you remember this dialog's purpose.
Company Name & Agent Name: Displayed to users during chat.
Update Image: Upload a brand logo or avatar for the chat window.
Initial Chat Message: The first message a user sees before the chat starts.
Show Heading Text: A short description displayed at the top of the chat window.
Show Chat Button: Enables a chat button in the corner of your site.
Auto Show Chat: Automatically open the chat window after a delay (in seconds).
Integrations
Use LeadExec's TCPA Consent Provider: Applies your Campaign's TCPA settings to form consent text and certificates.
Add TrustedForm Integration (ActiveProspect): Enable and map the TrustedForm URL and Ping URL fields.
Add Jornaya Integration (Verisk): Connect Jornaya for lead intelligence.
Facebook Messenger Integration:
Access Token – From Meta Developers
Business Page ID – Numeric ID for your Facebook Business page
Instagram Messenger Integration:
Access Token – From Meta Developers
Business Page ID – Numeric ID for your Instagram Business page
Use Sandbox Environment: Toggle this on to test your integrations safely.
Phone Settings (for Chat)
Show Call Button: Adds a "Call me now" button at the top of the chat window.
Phone Number: Select a purchased number for callbacks.
Call Flow: Choose the call flow to use when a user requests a call.
Intake Form
Display Intake Form: Show a lead capture form before the chat begins.
Form Caption: Title text for the form.
Form Consent Text: The consent language displayed to users.
Fields to Display: Choose which lead fields appear in the form. For each field, you can:
Set the display order
Hard-code a default value
Toggle whether the field is Required or Hidden
First Engagements
Trigger custom welcome messages based on the URL a visitor is on:
URL Path: Specify the exact path (e.g.,
/pricing) that should trigger this message.First Message: The message shown to users on that page.
Enabled: Turn the engagement on or off.
Scheduled: Restrict this message to specific days or times.
Ping/Post Channel Settings
For Ping/Post campaigns, a Ping Options tab becomes available. These settings help you qualify buyers and control the bidding process during the ping phase.
Revenue Requirement: Set a minimum revenue threshold for leads sent through this campaign.
Profit Requirement: Define a minimum net profit (revenue minus lead cost).
Profit Percentage Requirement: Set a required profit margin as a percentage.
Minimum Delivery Count: Estimate the minimum number of deliveries you expect per lead.
Qualify All Criteria: When enabled, clients must meet all criteria to qualify. When disabled, clients are qualified solely based on the field values sent in the ping request.
Field Requirements for Ping: Designate which lead fields are Required or Optional when a ping order is received.
Advanced Campaign Options
These settings are available across all channels, with a few exceptions noted below.
Assignments
Default User Assignment: Automatically assign leads received through this Campaign to a specific user.
Category: Assign leads to a Lead Type category upon ingestion.
Group: Associate this Campaign with a specific Source Group.
Automation
Use Delivery Queue: Enable this to queue leads for asynchronous delivery. Disabling it improves response time to the lead source but may affect processing volume.
Available only for Web and Ping/Post campaigns:
Enable Automated Engagement: Automatically place a phone call to engage a web lead immediately upon ingestion.
Important: The selected phone number must have a call flow assigned. Please review ClickPoint's Acceptable Use Policy before enabling.Automated Engagement Phone Number: Select the number to use for automated calls.
Engage Using Text Messages: Initiate an SMS conversation with the lead if a mobile number is available.
Important: The selected number must have a message flow assigned. Review the Acceptable Use Policy before enabling.
Permissions (Available only for Web campaigns)
Password: Require a password for submitting leads to this Campaign.
Allow Send Responses: Enable this to let the lead receiver send delivery confirmations back to the lead source.
Properties
Maximum Return Day Count: Set the maximum number of days a buyer can return a lead through the Client Portal.
Custom Value Delimiter (Web campaigns only): Specify the character used to separate multiple enumerated values (e.g., a pipe
|or comma,).
Revenue Share Options
Revenue Share - Percentage: Define a percentage of each sale to be paid back to the lead source.
Revenue Share - Per Sale: Define a fixed dollar amount per sale to be paid back to the lead source.
Additional Scanning Options
Client Required Criteria: Create custom delivery criteria that buyers must meet. The system checks leads against these rules during the client scanning process.
That's a comprehensive look at the channel-specific and system-wide settings that help you fine-tune your Campaigns.
Whether you're routing phone calls, engaging web visitors through chat, managing real-time ping-post auctions, or optimizing standard web lead flows, these tools give you the flexibility to tailor every detail.
Ready to put these leads to work? Let's move on to creating your first Client Profile, where you'll define who receives your leads and how they get them.