Adding a New Client Part III - Delivery Accounts

Part III of the Client Setup Wizard walks you through configuring the Delivery Account, the central component that defines how and when leads are delivered to clients, including pricing, criteria, automation, and offer settings

On the delivery settings tab, the first two options, "automated delivery" and "criteria required," will be enabled by default, as these are critical functions used with delivery accounts. You may want to temporarily turn off automated delivery until you are ready to send leads if you have more items to configure on the client.

On this screen, you will also set the delivery method(s) to be used for posting leads to your client. You can have up to three delivery methods set on a delivery account. Click "create" to finish your setup.

This will bring you to the main delivery account settings window.

In the general tab, you can review your initial settings for status and price and make any adjustments needed.

Set hourly, daily, weekly, and monthly limits for qualified leads to be delivered to this client.

The delivery tab provides settings for automation, delivery methods, exclusive delivery, and if the client requires an order.

Revenue settings allow you to input revenue requirements that the system will use when determining if a lead can be sold to the client.

Revenue Requirement allows you to set the required revenue amount.

Profit Requirement allows you to set the required profit amount. (Revenue minus lead cost must be at least "x")
​Profit Percentage Requirement allows you to set the required profit percentage amount.

Use delivery criteria to filter leads sent to this account:

The available criteria types are:

· Lead Field – Any field on the lead type

· Regular Expression – The ability to scan a text-based value for a certain format or value

· Calculated Expression – The ability to calculate a value based on multiple fields

· Evaluate Function – The ability to write C# code to check for any possible requirement

The criteria operators are dependent on the lead field type being used, and consist of:

· Equal To – Provides a 1 to 1 comparison of a value

· Not Equal To – Provides a 1 to 1 comparison of a value

· Greater Than – Determines if the lead value is greater than X

· Greater Than or Equal To – Determines if the lead value is greater than or equal to X

· Less Than – Determines if a lead value is less than X

· Less Than or Equal To – Determines if a lead value is less than or equal to X

· Between – Determines if the lead value is between X and X

· Is Any Of – A list is provided; this determines if the value is within that list. The list should be entered with each value on its own line—no commas, no spaces, and no inline formatting

· Is Not Any Of – A list is provided; this determines if the value is not in that list. The list should be entered with each value on its own line—no commas, no spaces, and no inline formatting

· Contains – Does the lead value contain X

· Does Not Contain – Does the lead value not contain X

· Distance Compare – Based on postal code, this determines the distance between the lead and the postal code entered

· Date Compare – Used to determine age, this takes the current date and the value on the lead and determines the length of time between.

Offers are managed on the offer tab in delivery accounts. There are two offer types available: static and dynamic. Both offer types have the same fields available for use. You can think of these as offer system fields, as they are used in the request posted back to your lead sources.

There are specific use cases for each of the offer types. Static offers are used for clients who are the end buyers, and the company will contact the lead directly. Dynamic offers are used for clients who resell leads to the end buyer. Using dynamic offers requires an outbound ping-post delivery configuration.

Static offers are intended for clients who receive direct posts at a predetermined price set on the delivery account. Set the client's details in the static offers settings. The following fields are available for use.

Company Name: Name of the company buying the lead and who will work the lead.

Company Phone Number: Business phone number.

Name: Offer Name

Description: Details of the offer.

URL: Company website URL.

Image URL: Link to company logo.

Privacy URL: Link to company privacy policy.

Terms URL: Link to company terms and conditions.

Duration: Setting for the offer lifetime.

Amount: Cost of the offer to the consumer.

TCPA Consent Text: Company TCPA consent message.

Dynamic offers are used for clients when posting via outbound ping-post, allowing the lead to be sold to other businesses beyond the primary client. Due to the varying response types from outside systems, a custom script is required to use dynamic offers. To use this feature, contact a ClickPoint representative for assistance. An example response will be needed for the script to be written. The dynamic offers scripting is based on the same fields as static offers.

Part III builds out the Delivery Account layer, where you define price, automation, criteria, and offers. By properly configuring this, you ensure targeted, accurate, and efficient lead delivery to your clients.