Overview
A Web Lead Campaign accepts leads submitted from websites, landing pages, lead forms, third-party vendors, integrations, and custom applications.
After receiving a lead, the campaign can:
Validate incoming data.
Identify duplicate leads.
Enrich lead information.
Apply business rules.
Distribute leads to one or more Clients.
Track reporting and revenue.
Web Lead Campaigns are the most commonly used campaign type in LeadExec and serve as the primary entry point for inbound digital leads.
The campaign creation workflow allows you to create a new campaign from scratch or copy the complete configuration of an existing campaign. When creating a new campaign from scratch, you can also determine whether leads should be delivered to any qualified Client, one specific Client, or a selected group of Clients.
Key Functionality
Create New
The Create New option allows you to build a new campaign step by step. During the setup process, you will configure the campaign’s general information, delivery options, quality options, and initial settings.
Copy From Existing
The Copy From Existing option creates a campaign using the settings from an existing campaign.
This option allows you to:
Search for an existing campaign by its campaign name or Campaign UID.
Select the campaign you want to copy.
Enter a name for the new campaign.
Choose whether the new campaign should be active immediately.
Carry over all settings from the selected campaign.
Client Delivery Targeting
When creating a new campaign from scratch, the Delivery Options step allows you to select which Clients can receive leads from the campaign.
The available options are:
Any Client: Deliver leads to any qualified Client.
Single Client: Deliver leads to one specific Client.
Multiple Clients: Deliver leads to a selected group of Clients.
Distribution Settings
Distribution Settings determine how qualified Clients are prioritized and how many Clients can receive each lead.
These settings include:
Automation Method: Determines how qualified Clients are prioritized during delivery.
Maximum Delivery Count: Determines the maximum number of Clients to which each lead can be delivered.
Quality Options
Quality Options step allows you to route new leads to Quality Control for review before processing and define how many previous days should be checked for duplicates. You can also enable Standardize Addresses, Append City and State, Mobile Check, or Geolocate IP Address. Each of these optional validation services costs $0.03 per lead when enabled.
Quantity Limits
After creating the campaign, Quantity Limits can be used to control the maximum number of leads the campaign can receive during hourly, daily, and monthly periods.
How to Use This Feature
Step 1: Open the Campaign Creation Window
Open the campaign creation window using one of the following methods:
Go to Campaigns and click Create.
Open the applicable Lead Source Details screen and click Create Campaign.
The Choose Campaign Setup window will display two options:
Create New
Copy From Existing
To build a new Web Lead Campaign from scratch, select Create New.
Step 2: Configure General Information
Complete the General Information settings for the campaign.
Field | Description |
Lead Source | Select the source that will submit the incoming leads. |
Campaign Name | Enter a clear and descriptive name for the campaign. |
Channel | Select Web Leads. |
Lead Type | Select the data structure containing the fields the campaign will accept. |
Status | Select the initial status of the campaign. The campaign must be Active before it can accept leads. |
The Lead Source, Channel, and Lead Type cannot be changed after the campaign is created. Review these selections carefully before continuing.
Configure the applicable payout options:
Price Per Lead
Sets the default cost applied to each inbound lead received.
Use case: Commonly used when purchasing leads from a vendor that charges a fixed amount for each lead.
Price Per Sale
Sets the fixed dollar amount applied when a lead converts into a sale.
Use case: Commonly used when paying a Lead Source or affiliate a flat commission for each completed sale.
Revenue Share (%)
Sets the percentage of the final sale value paid to the Lead Source.
Use case: Used when the Lead Source receives a percentage of the sale instead of a fixed payment.
These values represent the amount paid to the Lead Source. If you generate the leads yourself, we recommend setting these values to $0.
Step 3: Configure Delivery Options
The Delivery Options step determines which Clients can receive leads from the campaign.
Select one of the following options:
Any Client
Delivers leads to any Client that qualifies based on its delivery account settings, criteria, and distribution rules.
Use this option when the campaign should be available to all qualified Clients.
Single Client
Restricts delivery to one specific Client.
Use this option when all leads from the campaign should only be offered or delivered to the selected Client.
Multiple Clients
Restricts delivery to a selected group of Clients.
Use this option when the campaign should only distribute leads among specific Clients instead of all qualified Clients.
Step 4: Configure Distribution Settings
After choosing the Client delivery option, configure how leads should be distributed.
Automation Method
Select how qualified Clients should be prioritized during delivery.
Available methods may include:
System Default based on price
Priority
Round Robin
Other supported routing methods
Maximum Delivery Count
Select the maximum number of Clients to which each lead can be delivered.
This setting controls how many successful deliveries can occur for the same lead. Select a value that matches the campaign’s distribution and resale requirements.
Step 5: Configure Quality Options
Quality Options validate and enhance incoming lead data before distribution.
Consider enabling the following options based on the campaign’s requirements:
Option | Cost | Function |
Quality Control | Free | Sends each lead through manual validation before delivery. |
Duplicate Check | Free | Prevents duplicate leads within a customizable period. The default period is 30 days. |
Standardize Address | $0.03 per lead | Normalizes the submitted address format. |
Append City/State | $0.03 per lead | Adds City and State information based on the submitted postal code. |
Mobile Check | $0.03 per lead | Determines whether the submitted phone number is registered as a mobile line. |
Geolocate IP | Variable | Determines the lead’s approximate location from its IP address. |
Some quality services incur an additional processing fee for each lead.
Step 6: Complete the Next Steps
Review the campaign information from the Next Steps section and complete the creation process.
Once the campaign is created, LeadExec will open the main campaign settings screen. From there, you can review the campaign and configure additional settings.
Copying an Existing Web Lead Campaign
If you prefer to use an existing campaign configuration:
Open the campaign creation window.
Select Copy From Existing.
Search for the campaign by its campaign name or Campaign UID.
Select the campaign you want to copy.
Enter a name for the new campaign.
Choose whether the new campaign should be active immediately.
Complete the creation process.
All settings from the selected campaign will be carried over to the new campaign. Open the copied campaign and review every setting before using it to accept live leads.
Step 7: Complete the Campaign Configuration
After creating the campaign:
Review the selected Client delivery option.
Confirm the Automation Method and Maximum Delivery Count.
Configure hourly, daily, and monthly Quantity Limits.
Generate the campaign’s Posting Instructions.
Create an API key for the Lead Source.
Configure campaign criteria and revenue requirements.
Review delivery, quality, validation, and quantity-limit settings.
Configure any required advanced settings.
Submit test leads before beginning live delivery.
Monitor the initial lead flow and adjust the configuration as needed.
Configure Quantity Limits
Quantity Limits control how many leads the campaign can receive.
Available limits include:
Hourly Limit: Maximum number of leads accepted within 60 minutes.
Daily Limit: Maximum number of leads accepted each day.
Monthly Limit: Maximum number of leads accepted each month.
Set a limit to 0 when the campaign should accept an unlimited number of leads for that period.
Best Practices
Use a Clear Naming Convention
Include the Lead Source and Lead Type in the campaign name. For example:
Facebook_HomeInsurance.Review Permanent Settings Carefully
Confirm the Lead Source, Channel, and Lead Type before creating the campaign because these settings cannot be changed afterward.
Select the Correct Client Delivery Option
Choose Any Client, Single Client, or Multiple Clients based on which Clients should be eligible to receive leads from the campaign.
Review the Maximum Delivery Count
Confirm that the maximum number of deliveries matches the campaign’s resale and distribution requirements.
Verify the Campaign Before Copying
When using Copy From Existing, confirm the campaign name and Campaign UID before completing the copy.
Review All Copied Settings
Copying a campaign carries over all its settings. Review the copied campaign to confirm its pricing, delivery settings, criteria, quality options, quantity limits, mappings, and status are appropriate.
Choose the Initial Status Carefully
Only set a new or copied campaign to Active when it has been reviewed and is ready to accept leads.
Use Quality Services Appropriately
Enable validation services based on your lead-quality requirements. Remember that some services incur an additional per-lead processing fee.
Test Before Full Deployment
Use Quality Control when testing new Lead Sources or campaigns, and submit sample leads before beginning live delivery.
Other related articles: