Overview
Adding Lead Sources and Campaigns is essential for configuring your LeadExec account. This section allows you to define where leads originate and what types of leads your system accepts. Properly setting up Delivery Rules, Criteria, and Lead Validation ensures buyers receive high-quality, qualified leads.
How to Set It Up
Step 1: Create a Lead Source
Navigate to the Lead Source List (found in the left-hand menu under Inbound).
Click Create.
Enter the following details:
Name of the lead source
Email associated with the source
Address, City, State, and Zip Code
Step 2: Create a Campaign
After saving the lead source, click Next to create a campaign.
Fill in:
Campaign Name
Channel (e.g., Web, Call, API)
Lead Type
Price
Step 3: Modify Campaign Properties
Click Next to adjust additional settings.
Note: Available options vary based on the selected Channel.
Step 4: Finalize Setup
A confirmation pop-up will appear with two options:
Generate Posting Instructions (for lead submission setup)
Edit Campaign Settings (to refine criteria)
Best Practices
Use clear naming conventions for lead sources and campaigns to avoid confusion.
Verify lead validation settings to ensure only qualified leads are accepted.
Test lead submissions before going live to confirm proper routing.
Regularly review campaign performance and adjust filters as needed.
Troubleshooting
If you encounter issues:
Ensure all required fields are filled in when creating a lead source.
Check that the selected Channel matches your lead intake method.
Verify that delivery rules are correctly configured for the campaign.
Confirm that lead validation settings aren’t blocking valid submissions.