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Creating a Web Lead Campaign

Set up inbound lead processing from websites, landing pages, and third-party sources

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

Overview

Web Lead campaigns process inbound leads from various sources, including self-managed websites, landing pages, third-party vendors, and integration platforms like Zapier. This is the most commonly used campaign type in LeadExec for capturing and distributing digital leads.


Step-by-Step Creation

1. Access Campaign Creation

  • Navigate to: Campaigns → Click Create

  • or Go to Lead Source Details → Create Campaign

2. General Information Tab

Required settings that cannot be changed after creation:

Field

Description

Lead Source

Source of incoming leads

Campaign Name

Identifying name

Channel

Select Web Leads

Lead Type

Data structure for leads

Additional general settings to consider:

  • Price: Cost per lead ($0.00+) for tracking and reporting

  • Status: Must be set to Active to receive leads

  • Require Authentication: Enable for API token for added security

3. Quality Options Tab

Consider enabling the following Quality Options to enhance lead data quality (some services have per-lead costs):

Option

Cost

Function

Quality Control

Free

Ensures every lead goes to manual validation before delivery

Duplicate Check

Free

Prevents duplicate leads within a customizable time frame (30-day default)

Standardize Address

$0.03/lead

Normalize address format

Append City/State

$0.03/lead

Auto-complete based on postal code

Mobile Check

$0.03/lead

Verify if the phone line is a registered mobile phone

Geolocate IP

Variable

Determine lead location from IP

4. Delivery Options Tab

Control how leads are distributed:

  • Automation Method: System Default (Price), Priority, Round Robin, etc.

  • Maximum Delivery Count: Limit resells (e.g., up to 5 deliveries)

  • Delivers To: Any Qualified Clients or Exclusive Groups

5. Quantity Limits Tab

Set intake caps:

  • Hourly Limit: Leads per 60 minutes

  • Daily Limit: Leads per day

  • Monthly Limit: Leads per month
    Set to 0 for unlimited

Best Practices

  1. Naming Convention:
    Include source + lead type (e.g., "Facebook_HomeInsurance")

  2. Quality Investment:
    Use $0.03 validation services for higher conversion rates

  3. Delivery Settings:
    Start with System Default automation unless specific needs exist

  4. Testing Protocol:

    • Set status to Active only after thorough testing

    • Use Quality Control for new lead sources

    • Test with sample leads before full deployment

Troubleshooting

  1. Leads not accepted:
    Check that the Campaign status is set to "Active"

    Validate posting instruction adherence by your lead source

  2. Authentication errors:
    Verify the API credentials in Settings

  3. Duplicate leads:
    Adjust duplicate day settings—duplicate lookback timeframe may need to be adjusted, or you may need to consider additional duplicate check fields (e.g.: "Phone" and "Email" fields)

  4. Delivery failures:

    • Review the automation method settings

Next Steps After Creation

By clicking the Create button, your new campaign will be saved to the database. Once the campaign is created, the system will auto-open the main campaign settings module, where you can make adjustments to additional settings if needed.

  1. Generate Posting Instructions for developers/affiliates

  2. Set up criteria and revenue requirements in Campaign Details

  3. Configure advanced settings as needed

  4. Monitor initial lead flow and adjust settings accordingly


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