Overview
Once you've created a client profile, you might need to add additional Delivery Methods to meet your client's specific needs.
Let's look at some common scenarios where you can need multiple Delivery Methods for a single client:
A client wants leads delivered to their CRM via webhook, but also wants SMS or email notifications every time a new lead comes through.
A client prefers to receive most leads via Ping/Post for real-time bidding, but also wants access to the Lead Portal so their team can view and manage leads manually.
Different teams within the same client organization may need leads delivered to different endpoints, using different formats.
This is where creating separate delivery methods becomes essential to ensure your clients receive leads consistently and accurately.
While every single method has its specific quirks and needs, let's walk through how to create a new Delivery Method from scratch, and then you can visit our Method-specific articles provided below.
Step 1: Access the Delivery Methods Tab
Navigate to your client's profile (from Client List).
After reviewing their contact information, click on the Delivery Methods tab.
Click the Create button to launch the delivery method setup form.
Step 2: Choose Your Delivery Type
LeadExec offers a variety of delivery methods to match virtually any client need. Select the one that aligns with how your client wants to receive leads:
SMS Notification: Delivers the lead details in the body of an SMS text message template.
CSV Attachment: Delivers individual leads in a CSV file attachment via email.
ClickPoint Integration: Bidirectional delivery to ClickPoint.
Step 3: Complete the Delivery Method Configuration
Once you've selected your delivery type, you'll see a configuration screen tailored to that specific method. While the exact fields vary, most methods share a common structure.
Common Settings (Across Most Methods)
Name: Give this delivery method a clear, descriptive name (e.g., "HVAC Repair – CRM Webhook").
Lead Type: Select the relevant Lead Type from your library.
Environment: Choose Production (live) or Testing (sandbox) mode.
Enable/Test Toggle: Use this to activate the method or put it in test mode while you validate the setup.
Connection Settings
For Webhook / Ping-Post / Integrations:
Target URL: The endpoint where leads should be sent.
Authentication: Configure Basic Auth, OAuth, or API keys as required by your client.
Headers: Add any custom HTTP headers needed.
For Email / SMS:
Sender Details: Name and email address or phone number.
Recipient Details: Who should receive the notifications.
Subject & Template: Design the email or SMS template content.
For FTP:
Server Address: The FTP host.
Directory Path: Where files should be dropped.
Credentials: Username and password.
Mapping & Formatting
Field Mappings: Map each LeadExec lead field to the field names your client's system expects. This ensures data lands in the right place.
Request Body Configuration: For webhooks and ping-post, define the JSON or XML structure of the outgoing payload.
CSV Formatting: For file-based deliveries, specify delimiter, enclosure characters, and column order.
Response Settings (For Ping-Post & Integrations)
Define how LeadExec should parse the client's response to determine:
Acceptance: Did they accept the lead?
Revenue: What amount, if any, was paid?
Rejection Reasons: Why was a lead rejected?
Retry & Notifications
Retry Attempts: Set how many times the system should retry a failed delivery.
Failure Notifications: Optionally notify your team via email or SMS when a delivery fails consistently.
Step 4: Save and Test
Once all fields are configured, click Save. Your new Delivery Method is now available to attach to any Delivery Account for this client.
Setting up your Delivery Methods properly gives you the tools to configure technical delivery channels that align with your clients' unique workflows.
With your Delivery Methods configured, you're ready to link them to Delivery Accounts and establish a clearly defined lead distribution logic.
Next up: Getting Started - Delivery Accounts Pt 1: Creating a New Delivery Account