Overview
The Integration Delivery Schedule Tab allows you to define a schedule of when a client is eligible to receive leads. This ensures that leads are only delivered during the client’s preferred receiving hours (e.g. business hours) and avoids sending leads outside of operating times.
Key Functionality
Default 24/7 Delivery: Without a custom schedule, leads are eligible for delivery at any time.
Custom Delivery Scheduling: You can specify which days and hours the client should receive leads (e.g., Monday–Friday, 9:00 AM to 5:00 PM).
Time Zone Awareness: The schedule respects the client’s time zone to ensure accurate delivery windows.
Prevents Off-Hours Delivery: Leads will not be delivered when a client is outside of their allowed schedule.
How to Use This Feature
Open the Delivery Schedule Tab
In the delivery method setup, navigate to the Delivery Schedule tab.Review the Default Schedule
The default setting is 24/7 delivery availability unless changed.Set a Custom Schedule
Select the option for Custom Delivery (or similar) instead of 24/7.
Define the days of the week when deliveries are allowed (e.g., Monday, Tuesday, etc.).
Define time windows during each day (e.g., 9:00 AM – 5:00 PM).
Be mindful of the client’s local time zone when selecting times.
Save Your Configuration
After defining days and times, click Save (or equivalent) so the system enforces the schedule.Validate Delivery Behavior
Once saved, confirm that leads are only delivered within the configured hours by testing deliveries before, during, and after allowed windows.
Note: LeadExec uses your platform’s time zone to determine delivery times. If a client is in a different time zone, adjust the schedule in your account to match their local hours. For example, to deliver from 9 AM–5 PM PT, set it to 12 PM–8 PM ET in your account.
Best Practices
Consult with the client to set optimal receiving hours based on their actual availability and capacity.
Account for time zone differences especially if your clients are in different regions.
Use consistent schedules (e.g. regular business hours) where possible to simplify management.
Plan for holidays or special events by temporarily adjusting schedules as needed.
Document changes to schedules to help with auditing or troubleshooting later.
Troubleshooting
Leads delivered outside schedule: Double-check that the schedule was saved properly and is associated with the correct delivery method.
No leads delivered during allowed times: Confirm that the lead type, criteria, and time zone are correctly aligned.
Client complains of no leads during expected times: Ask the client to verify their local time zone and cross-check against the configured schedule.
Schedule changes not taking effect immediately: Sometimes caching or system propagation delays occur, allow a few minutes and recheck.
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