How to Implement Appending for City and State

One of the newest features to LeadExec 4.0 is the ability to append the city and state based on the zip code entered into the system. This allows our system to populate these two fields using only the zip code. To access this feature, open the campaign and go to Lead Type Information, at the bottom, check the Append City State feature and save your campaign.

To make sure that this is working, you will need to check 3 vital pieces of information on the lead type:

1. First the Zip Code field needs to be tied to our Zip System Field. To do this, go to Settings > Lead Types and select a lead type. Then, open that lead type and open the zip field.

2. The State Field, needs to be tied to the State System Field.

Note: the state system field is required!

3. And the Country Field, needs to be tied to the Country System Field, as well as have the default value set to USA.

Setting the country default value informs our system that it will be checking USA only zip codes.

Setting the country default value informs our system that it will be checking USA only zip codes.

Once these three key pieces of information have been set on your lead type. Any lead that enters the system with only the zip code, will now populate the city and state field in your LeadExec System.