Overview
In this second installment of the Client Setup Wizard, you’ll configure how leads are delivered to buyers. Delivery methods define the technical channel—such as HTTP POST, email, SMS, FTP, or portal access—and ensure data formatting aligns with buyer requirements.
Step 1: Access the Delivery Methods Tab
After saving Contact Info in Part I, click Delivery Methods in the wizard.
Click Create to launch the delivery method setup form.
Step 2: Choose Your Delivery Type
Select one of the following based on your buyer’s needs:
SMS Notification: Delivers the lead details in the body of an SMS text message template.
CSV Attachment: Delivers individual leads in a CSV file attachment via email.
SalesExec Integration: Bidirectional delivery to SalesExec.
Step 3: Complete Delivery Method Configuration
Adapt the inputs below depending on the selected type:
Common Settings
Name & Lead Type: Identify the channel and lead type
Environment: Choose Production or Testing mode.
Enable/Test Toggle: Activate delivery or test mode
Connection Settings
Webhook / Ping‑Post / Integration: Add URL, authentication (Basic/OAuth), and headers
Email / SMS: Enter sender/recipient details, subject, and template
FTP: Provide server address, directory, and credentials
Mapping & Formatting
Field Mappings: Define how each lead field maps to buyer requirements
Request Body Config: Specify JSON/XML structure or CSV format
Response Settings: For ping-post or integrations, define how to parse acceptance and revenue.
Retry & Notifications
Set retry attempts for failed deliveries
Optionally, notify team members via email/SMS upon failure
Summary
Part II equips you with the tools to configure technical delivery channels aligned with buyer needs and system workflows. With correctly set up delivery methods, you're ready to link to accounts and establish lead distribution logic in Part III.