Overview
LeadExec allows the ability to bypass the distribution system and target a specific client for delivery by using Force IDs. This feature is particularly useful when you have a contact form that targets leads for a specific client. By utilizing Force IDs, you can ensure that leads are delivered in real-time directly to an exclusive client.
Key Functionality
Bypass Distribution System
Use Force IDs to route leads directly to a specific client, bypassing the standard distribution system.
Customizable Client Field Mapping
Map incoming Force ID values to a specific client field, allowing for customized lead targeting.
Real-Time Lead Delivery
Ensure that leads are delivered immediately to the designated client, facilitating prompt follow-up and action.
How to Use This Feature
Create a ForceID Field in Lead Type
Navigate to your lead type settings and create a new field named
ForceID.Set the system field to
ForceIDto designate this field for Force ID purposes.
Map Force ID to Client Field
By default, LeadExec uses the ClientID as the ForceID.
If you need to use a different client field, go to Settings > Clients.
Update the dropdown to select the client field you wish to use for Force ID mapping.
For example, if your form system has specific IDs, you can request ClickPoint support to create a custom client field, such as
form ID, to map to the incoming Force ID value.
Send Leads with Force ID
When submitting leads, include the mapped Force ID value in the corresponding field.
LeadExec will route the lead to the client associated with the specified Force ID.
Best Practices
Consistent Field Naming: Ensure that the field names used for Force IDs are consistent across your lead forms and LeadExec settings to avoid mapping errors.
Regular Updates: Regularly review and update your client field mappings to accommodate any changes in your lead generation processes.
Testing: Before deploying changes to production, test the Force ID functionality to ensure that leads are correctly routed to the intended clients.
Troubleshooting
Leads Not Delivered to Expected Client:
Verify that the Force ID field is correctly populated in the incoming lead data.
Check that the Force ID value matches the client field mapping in LeadExec.
Ensure that the client associated with the Force ID is active and has the appropriate delivery settings configured.
Force ID Field Not Recognized:
Confirm that the field is named exactly as
ForceIDand is set as a system field in the lead type settings.If using a custom client field for mapping, ensure that it is properly configured in the client settings.