The ClickPoint team welcomes you to your free trial of LeadExec! We are very excited to present our new browser-based version of LeadExec. The software retains its already powerful features for automated lead distribution while adding an updated UI, new advanced features, and mobile capabilities.
In this article, we outline a few steps to take during your trial that will allow you to quickly see how the system operates and interacts with your partners.
Reviewing your Lead Type:
LeadExec is pre-populated with the lead type you selected for your associated vertical, which we'll use for our testing.
You can review the lead type by going to the Lead Type section in the Account Settings by clicking the gear icon in the upper right-hand corner of your screen. Here you can utilize the Lead Type Editor, where you can review and make adjustments to an existing lead type or create a new one. For now, we'll use the default lead type for this exercise.
Setting up a test Lead Source:
Now that we've reviewed the lead type let's create a Lead Source and Campaign.
Step 1: Select the "Create" button to add the name of the lead source, the email associated with the lead source, and username and password for the Vendor Portal. This will bring you to the Lead Source details page.
Step 2: Now you've added your Lead Source, you'll create a Campaign by clicking the "Create" button in the Campaigns section of the screen. In the popup window, you'll name your Campaign and select your Lead Type. We'll leave the default settings in place for "Use Quality Control" and "Status." Lastly, set the price you will pay the source per lead.
Step 3: Navigate to the Lead Forms and click "Add." And name the form, i.e., Test Form, and click "Save." You now have a lead form created which you'll use in a later step. Click the "Navigate To" button to populate the lead form in a new tab. Leave this open for now, and go back to your LeadExec tab.
Setting up a test Client:
Next, we'll set up a Client. Click List under Clients in the left-hand menu, then click "Create." In the modal, you will add the Company Name, First Name, Last Name, Email, and set Status to "Active."
You'll also add login information used for the Client Portal here. The portal allows your clients to review all leads you've delivered to them and where they can manage their returns. We'll be using this as part of our testing, so take note of the login information for later.
In the next two steps, we'll create a Delivery Method and a Delivery Account. A Delivery Account controls what type of lead is delivered, while a Delivery Method controls how a lead is delivered.
Creating a Delivery Method:
Under Delivery Methods, select "Create" and name your Delivery Method. In this case, we'll name it Portal Test. This is the easiest delivery method configuration. Instructions on configuring other delivery method types, such as JSON, HTTP POST, and EMAIL, are noted later in the article.
Creating a Delivery Account:
First, name the Delivery Account, set the Status and Lead Price, and turn on Automated Delivery. For our testing, let's also set some criteria to only allow Arizona leads to be sent to this client. Go to the criteria section and click "New," then select Lead Field and the field "State" in the dropdowns. Now set the operator to "Is any of" and choose a state to filter your leads for. In this example, we're using Arizona, which will only allow leads with this state to be delivered through this Delivery Account.
Testing your configuration:
Now that you have your Lead Source and Client set up let's submit a test lead using the lead form you have open in the other tab. To submit a lead, fill out the fields on the form and click "Submit." Make sure you set the state on the lead to be the same as the state set in your Delivery Account criteria. Once the form delivers the lead, the system will generate a response informing you that the lead was accepted and providing a lead UID.
You can now see your lead in the Leads List screen. You can also see the lead details and the send information of where the lead was delivered by selecting "View Send Information" from the Options dropdown in the top menu.
To view the lead in the client portal, go to the Client Portal tab in the Client Details screen. This provides a link to the portal, where you'll enter the username and password you set for the client. The portal can act as a micro CRM for the client and is where they can manage their lead returns.
This exercise shows the basics of how the system works. Please see the articles below for more detailed information on other parts of the system.
Setting Up Lead Sources: Further information on configuring leads sources and campaigns.
Setting Up Delivery Methods: Detailed information on configuring industry standard delivery method types.
Understanding the Lead List Screen: Detailed information on the Lead List screen.
Understanding the Distribution screen: Detailed information on the Distribution screen.