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
Naming Convention:
Include source + lead type (e.g., "Facebook_HomeInsurance")Quality Investment:
Use $0.03 validation services for higher conversion ratesDelivery Settings:
Start with System Default automation unless specific needs existTesting Protocol:
Set status to Active only after thorough testing
Use Quality Control for new lead sources
Test with sample leads before full deployment
Troubleshooting
Leads not accepted:
Check that the Campaign status is set to "Active"Validate posting instruction adherence by your lead source
Authentication errors:
Verify the API credentials in SettingsDuplicate 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)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.
Generate Posting Instructions for developers/affiliates
Set up criteria and revenue requirements in Campaign Details
Configure advanced settings as needed
Monitor initial lead flow and adjust settings accordingly
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