In this article, we will show you how to set up a delivery account and provide an overview of the available settings.

Account Details

When creating a new delivery account, you will set the name, channel, and lead price. You can also set if the leads for this delivery account will be exclusive and set if the order system is to be used. Click Next to proceed.

Delivery 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.

Quantity Limits

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

Delivery

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

Revenue

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.

Criteria

In the criteria section, you can set filters for the delivery account to allow only those leads with matching lead field criteria to be considered for delivery.

By specifying criteria for a delivery account, a LeadExec user can limit what leads will be delivered to that account. For example, a client may only want California leads with a minimum loan amount of $150,000. Using criteria, the LeadExec user can specify these limits.

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

· Is Not Any Of – A list is provided; this determines if the value is not in that list

· 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.

Offer

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 Offer Settings

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 Offer Settings

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.

Advanced - Includes the following options