Using Ping Post allows you to deliver partial lead data to buyers before the lead is sold. The "ping" allows clients to preview the lead, and bid if they are willing to buy it.

A ping might include the lead's state, loan amount, or credit profile but not the actual contact information. If the buyer responds with a successful response and the bid price meets your revenue requirements, LeadExec will then send the complete lead data to the buyer in the "post."

In LeadExec, configuring a Ping Post delivery requires the use of two delivery methods: the PING delivery method, which is typically a standard HTTP Webhook delivery method, and the POST delivery method, using the PING/POST delivery method type. These two delivery methods work together through the delivery account when using the PING/POST delivery method as the primary delivery method.

This article will guide you through setting up the PING/POST delivery method type, which handles the "post" component of the process. You will also need to set up the "ping" using an HTTP Webhook delivery method.

To get started, click the Create button in the upper left-hand corner in Delivery Methods. This will generate a popup window to input the basic settings of the delivery method.

Description – Name your delivery method.

Delivery Type – Select PING/POST for your delivery type.

Lead Type – Select the lead type the delivery method will be based on. Note that this setting cannot be changed after the delivery has been created.

Environment – If your client has a separate test endpoint, you can change this setting to "Testing." Otherwise, leave this setting to the default of "Production."

Once you’ve made your selections, hit the Create button. This will move you to the main settings page of the delivery method, starting with the General settings tab. Here, you can review the settings you just saved. If your settings look good, you can move on to the next tab.

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