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Creating a Web Lead Campaign

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

Written by Chris Arenas

Overview

A Web Lead campaign accepts leads submitted from websites, landing pages, lead forms, third-party vendors, integrations, and custom applications.

Once a lead is received, 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.


Create a Web Lead Campaign

Step 1 — Open the Campaign Creation Window

  • Navigate to: Campaigns → Click Create

  • or Go to Lead Source Details → Create Campaign

Step 2 — Configure General Information

The General Information tab establishes the campaign's identity. Several settings—including the Lead Type and Channel—cannot be changed after the campaign is created, so review them carefully before saving.

Field

Description

Lead Source *

Source of incoming leads

Campaign Name

Identifying name

Channel *

Select Web Leads

Lead Type *

Data structure for leads

* Indicates settings that cannot be changed after the campaign is created.

Payout Options:

  • Price Per Lead: Default cost applied to each inbound lead received. Commonly used when purchasing leads from a vendor that charges a fixed amount per lead.

  • Price Per Sale: Fixed dollar amount per sale, typically used for flat commission payouts to lead providers.

  • Revenue Share (%): Percentage of the sale value paid to a lead source or provider when using a revenue-sharing agreement.

Status: Must be set to Active before the campaign can begin accepting leads.


Step 3 — Configure Delivery Options Tab

Delivery Options determine how LeadExec distributes accepted leads after processing.

Delivery Options:

Any Qualified Clients
Allow the campaign to deliver leads to any Client that qualifies based on Client delivery account settings and distribution rules.

Single Client
Restrict delivery to one specific Client. Leads from this campaign will only attempt delivery to the selected Client.

Multiple Clients / Exclusive Groups
Restrict delivery to a selected group of Clients or an Exclusive Group. Leads from this campaign will only be delivered to Clients within the selected group.

Distribution Settings:

  • Automation Method: Choose the distribution method, such as System Default (Price), Priority, Round Robin, or another supported routing method.

  • Maximum Delivery Count: Specify the maximum number of times a lead may be sold or delivered.


Step 4 — Configure Quality Options Tab

Quality Options allow LeadExec to validate, enrich, and protect incoming lead data before distribution.

Consider enabling the following Quality Options to enhance lead data quality.

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

Note: Some quality services incur an additional per-lead processing fee.


Step 5 — Configure 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:

    • Use Quality Control for testing new lead sources/campaigns

    • 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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