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Client Settings - Distribution Scripts

Advanced lead distribution customizations

Chris Arenas avatar
Written by Chris Arenas
Updated over a month ago

Overview

Certain specific lead distribution scenarios require functionality beyond LeadExec's built-in options. The Distribution Scripts section allows for the addition of custom scripts to meet these unique business needs. To access it, navigate to Settings > Client Settings > Distribution Scripts. This area is designed for advanced, tailor-made logic implementation. If your distribution requirements extend beyond the out-of-the-box capabilities, reach out to the ClickPoint support team for assistance.

Key Functionality

  1. Custom Script Integration
    Allows you to incorporate scripts that enable specialized or non-standard lead distribution behavior.

  2. Advanced Routing Logic
    Ideal for cases where standard distribution settings—like distribution lists or Force ID targeting—are insufficient.

  3. Support-Driven Configuration
    Because these scripts are specialized and account-specific, configuration is handled through ClickPoint support to ensure proper alignment with your workflow.

Best Practices

  • Clearly Define Your Use Case
    Provide ClickPoint support with a detailed explanation of the distribution behavior you're trying to achieve, including examples, desired routing logic, expected edge cases, etc.

  • Pair with Other Features
    Use Distribution Scripts in coordination with existing LeadExec functionality (e.g., Distribution Lists, Force IDs, Delivery Groups) when appropriate for enhanced control.

  • Test Thoroughly
    Before deploying a custom script in production, test extensively with a range of scenarios to ensure it behaves as intended and prevents misdelivery.

Troubleshooting

  • Custom Script Not Triggering
    Ensure the script has been properly deployed to your account by support, and confirm the associated criteria or conditions are being met in your test cases.

  • Unexpected Behavior in Distribution
    Verify that no conflicting logic exists in other distribution settings (e.g., overlapping rules in lists, Force IDs, or automation priorities).

  • Need for Modifications or Updates
    If your distribution needs change, contact ClickPoint support to help tweak or reconfigure your script accordingly.

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