All Collections
Leads, Lead Sources, Clients
Lead Sources
Lead Source List - Adding a Lead Source (Quantity Limits & Quality Control) Part II
Lead Source List - Adding a Lead Source (Quantity Limits & Quality Control) Part II

Setup campaign criteria, quality control settings, and campaign specific parameters.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Let's review the more advanced Lead Source settings which include, the Lead Source Campaign information.

Campaigns are needed to help distinguish different types of leads a Lead Source may send you. For example, a Lead Source could send one type of Exclusive Lead, and a Semi-Exclusive Lead. You would want to denote these variants as Campaigns.

Initial Tab - General

Click Next to move to General Information. Give the campaign a name that will allow you to know which lead type and campaign where leads originate.

Make sure the status is set to active any other status will not allow leads to enter the system through this campaign.

Available Status Options Include

  • Active

  • Closed

  • Inactive

  • On Hold

  • Late

  • Suspended

Input the cost per lead for this Campaign. The price will be tracked throughout the system to allow you to run the most accurate Reports.

Setting the Default User Assignment will allow any leads that come through this campaign to be assigned directed to a user inside your system.

Requires Authentication is a toggle that allows you to create an additional level of security when a lead source is submitting leads via our API.

Next Tab - Quantity Limits

Input the limits for this campaign. Input the hourly, Daily, and Monthly limits. You can also input the maximum times that a single lead can deliver out through this campaign by setting the value under the Maximum Delivery Count.

Next Tab - Lead Type

You will configure Lead Type information; where you can select the type of leads a Lead Source, will send you for this Campaign.

  • You can also select a category that is used to further denote what type of leads a Lead Source is sending you for this campaign.

  • You can also select the Check Rejected toggle which will scan your account when a Lead Source submits leads and check to see if a particular lead has been sent by another provider, and rejected for duplicate lead reasons.

  • You can insert your Duplicate Day Settings, industry best practices are generally set for 30-day ranges, however, if you are working with an unknown source, you may want to increase this range up to 90 days.

  • Lastly, you may want to Append City and State, which is a free service that will check a zip code, and if possible append a city and state for US-based leads.

Next Tab - Quality Options

Within the Quality Options, you canto customize the Quality Control checks to ensure leads meet minimum requirements for your buyers.

You can set whether leads go directly to clients or your Quality Control bin for manual validation and have the system reject leads that your clients will not accept.

If you want leads to go directly to the Quality Control bin for manual validation, set the Use Quality Control bin toggle to Yes, and automatically move all leads into Quality Control.

If you want your leads to go directly to clients as they come in, set the option to "No, Do not use the Quality Control bin, Move the lead to delivery."

You can change the route that rejected leads take when they attempt to enter your system by changing the "Default Reject Action" options.

Your options are:

  • Reject Back to Source – This is the system default; this will take any rejected lead and mark it as one inside LeadExec.

  • Move to Quality Control – This will take any rejected lead and move it directly to Quality Control for manual validation.

  • Forward to Delivery – This will take any rejected lead and move it directly into automation for your clients to receive.

  • Reject for No Coverage allows you to have the system automatically reject the lead back to the source if no coverage is found. This means that the leads scan the client's criteria input into LeadExec to check if they are matches. To use this option, select "Yes."

  • Reject for No Sale goes one step further than Reject for No Coverage. This option attempts to send the lead to your clients and waits for a response before sending back an answer to your lead source. To enable this option, select "Yes."

  • Standardize Address allows you to apply USPS industry standardization to the primary address on the lead.

Next Tab - TCPA Validation

The next option is TCPA validation. With TCPA validation, you can enable TCPA validation on your website, form, or provide a code to your lead providers.

You can create your consent text, which will then display on your website if you place the code in the footer of your landing page or website.

Add the consent text you would like and then select Generate Form Code. This code is all you need to add to your landing page or provide to a Lead Source so they can add this to their landing page. Once added you will get TCPA text, and certification to ensure your leads are compliant.

You can use the toggles here to enhance the certification process by automatically scanning for a valid mobile phone and geolocating the IP address.

Next Tab - Criteria

Within the Criteria Requirements section, you will be able to input incoming filters for your Lead Source, when sending you leads. With these filters set, leads will have to match them precisely to enter your account.

  • To add incoming criteria click Add. This will launch the Criteria Details window.

  • Select Lead Field as the Criteria Type.

Other Available Options

  • Regular Expression

  • Calculate Expression - Think of a Lead Source sending you mortgage balance 1, and mortgage balance 2, but they are unable to send you an LTV (Loan to Value Ratio) which is used by mortgage lead buyers to determine the viability of your leads. You can use a Calculated Expression to determine the LTV based on other fields of information provided by your lead source.

After you have entered the basic Lead Source Information, you can then produce posting instructions to give to your lead source or developer.

Generating Posting Instructions will get your Lead Source or developer the information they will require to post directly into the campaign.

To generate posting instructions select Generate Instructions under one of the three methods LeadExec supports for lead submission. Once you have done this, you will save your changes. Click "Yes." You will then see a quick overview of the instructions that will generate for you. Click Print/Export. You will be able to export those instructions to one of many file formats.

Did this answer your question?