Overview
Adding Lead Sources and Campaigns is an integral part of configuring your LeadExec account. Lead Sources identify where your leads originate, while Campaigns determine the type of leads you will accept and how those leads will be processed.
When creating a Lead Source, you can build a new campaign from scratch or copy the complete configuration of an existing campaign. You should understand the available Delivery, Criteria, Quality, and Lead Validation options to help ensure your buyers receive valid and qualified leads.
Key Functionality
Create a Lead Source
Create a Lead Source to identify the vendor, partner, website, or other channel providing leads to your LeadExec account.
Create a New Campaign
The Create New option allows you to build a new campaign step by step. You will configure its campaign name, channel, lead type, pricing, properties, and other applicable settings.
Copy an Existing Campaign
The Copy from Existing option allows you to create a new Lead Source using the settings from an existing campaign.
You can:
Search for a campaign by its campaign name or Campaign UID.
Select the campaign you want to copy.
Choose the initial status of the copied campaign.
Carry over all settings from the selected campaign.
The Lead Source created through this process is new. The campaign configuration is copied from the selected existing campaign.
Configure Campaign Pricing
Campaign pricing determines the cost attributed to leads or sales received from the Lead Source.
Price Per Lead
Sets the default cost applied to each inbound lead received.
Use case: Used when purchasing leads from a lead vendor that charges a fixed price for each lead, such as $10 or $20 per lead.
Price Per Sale
Sets the fixed dollar amount applied when a lead converts into a sale.
Use case: Commonly used when paying a partner or affiliate a flat commission for each completed sale.
Revenue Share (%)
Sets the percentage of the sale amount applied as revenue share.
Use case: Used when the Lead Source receives a percentage of the final sale value instead of a fixed payment.
Note: These values represent the cost paid to your Lead Source. If you generate the leads yourself, we recommend setting these values to $0.
Configure Campaign Properties
Campaign properties control how leads are processed. The available properties may vary depending on the channel selected for the campaign.
Create an API Key
An API key is required to post leads into LeadExec. Access keys are created and managed from the Lead Source Details screen.
Generate Posting Instructions
Posting Instructions provide the technical information required to submit leads to LeadExec. They include the configured lead fields, indicate which fields are required or optional, and provide examples in the supported submission formats.
LeadExec accepts lead data in the following formats:
JSON
XML
HTTP POST using URL-encoded data
How to Use This Feature
Step 1: Open the Lead Source List
From the left-hand navigation, go to the Inbound section and select Lead Source List.
Step 2: Begin Creating the Lead Source
Click Create to open the Create Lead Source window.
Enter the Lead Source Name, and then choose how its campaign should be created:
Create New: Build a new campaign from scratch.
Copy from Existing: Copy the settings from an existing campaign
Step 3A: Create a New Campaign
To build a campaign from scratch:
Select Create New.
Click Next.
Enter the Campaign Name.
Select the appropriate Channel.
Select the Lead Type.
Configure the applicable pricing:
Price Per Lead
Price Per Sale
Revenue Share
Click Next to continue to the campaign Properties.
Review and configure the available properties.
The Properties screen may vary based on the channel selected for the campaign.
Step 3B: Copy an Existing Campaign
To create the campaign using an existing configuration:
Select Copy from Existing.
Click Next.
Search for the campaign by its campaign name or Campaign UID.
Select the campaign you want to copy.
Choose the campaign’s initial Status.
Click Create and Open.
LeadExec will create the new Lead Source and copy all settings from the selected campaign into its new campaign.
Step 4: Review the Campaign Configuration
Open the newly created campaign and verify its configuration.
If you created the campaign from scratch, confirm that its channel, lead type, pricing, properties, delivery settings, criteria, quality options, and lead validation settings are correct.
If you copied an existing campaign, remember that all settings were carried over. Review the copied configuration and update any settings that should be different for the new Lead Source.
Step 5: Create your API Key
This API key is required to post leads into LeadExec.
From the Lead Source Details screen, click Access Keys in the top toolbar.
Then select Add Key to generate a new key. Once created, include this key in the request header when sending leads to LeadExec.
Step 6: Gather your Posting Instructions
The final step before sending leads to LeadExec is obtaining your Posting Instructions. This document provides all the details needed to submit leads to the system.
The Posting Instructions will list the lead fields configured in your Lead Type, identify which fields are required or optional, and allow you to choose the format used to submit the data. LeadExec accepts lead data in JSON, XML, or HTTP POST (URL-encoded) formats.
From the Lead Source List, locate the campaign associated with your Lead Source, select the target campaign, and then click Posting Instructions to view the document.
Best Practices
Use Descriptive Names
Give each Lead Source and campaign a clear, unique name that identifies its purpose or provider.
Confirm the Correct Campaign Before Copying
Verify the campaign name and Campaign UID before completing the copy process.
Review All Copied Settings
Copying a campaign carries over all its settings. Review the new campaign before using it to ensure every setting is appropriate for the new Lead Source.
Choose the Initial Status Carefully
Only set the copied campaign to Active if it has been reviewed and is ready to receive leads.
Configure Pricing Accurately
Pricing represents the cost paid to the Lead Source. Set the values to $0 when the leads are generated internally and no acquisition cost applies.
Protect the API Key
Treat the API key as sensitive information and only provide it to authorized parties through a secure method.
Use the Current Posting Instructions
Generate Posting Instructions from the specific campaign that will receive the leads. This ensures the field names and required-field indicators match the current Lead Type configuration.
Test Before Sending Live Leads
Submit a test lead and confirm that it is accepted, mapped correctly, and processed through the expected campaign flow before beginning live delivery.