Client Distribution options in LeadExec allow you to change the way automation works for your entire system. The base defaults we have are
Price
Weighted
Percentage
Round Robin
Priority
To set automation settings, Select the Default Automation dropdown and select an option. Click Save Settings.
Price Automation
Price automation Works by taking into account the price listed on your delivery accounts and ordering the client in order of highest to lowest.
Price Optimization: If this option is set to yes, the system will take into account which client pays the most when sending the lead.
Note: Price Automation does not have any automation preferences.
Priority Automation
Priority automation allows you to give your clients a priority order that is enforced when a lead enters the system.
Click on Configure Automation Settings to save your changes and edit your priority.
Priority is Determined with 0 being the highest priority. Anything higher than 0 is deemed a lower priority For example, if a lead were to come into the system right now, the order our clients would be scanned is 0,1,2,3,4,5.
Round Robin
Round Robin Delivery will ensure that the lead delivers clients receive leads in sequential order ensuring that the leads are even distributed For Example.
You have 3 clients.
A
B
C
As leads come into the system it will evenly distribute between the clients. for example during this time, 5 leads have entered your system. This is how they distributed
A II
B II
C I
Note: round robin does not have a configure automation preference item. Click save settings to implement Round Robin.
Weighted
Weighted distribution allows you to set weights on each client which determines how many leads they should receive. The percentage of leads a particular client receives goes up and down depending on time frame.
Click on Configure Automation Settings to save your changes and edit your weights.
Base automation Type:
If two clients share the same weight the system will determine who gets the lead by the base automation type you can choose to have the system look at the clients via:
Priority
Round Robin
Price
Percentage
Percentage-based delivery allows you to control which percentage of your total leads certain clients will receive within a specific time frame.
Click on Configure Automation Settings to save your changes and edit your percentages.
Base automation Type:
If two clients share the same percentage, the system will then determine who gets the lead by the base automation type. You can choose to have the system look at the clients via:
Priority
Round Robin
Price.