Let's review the more advanced Campaign settings available. Depending on your business use case, some of the more advanced features will allow you to maximize the power of the system and help you better meet your goals.
Campaigns are used to help distinguish the different types of leads coming from your Lead Sources. For example, a Lead Source could send one type of Exclusive Lead, and a Semi-Exclusive Lead. You would want to denote these variants as Campaigns.
Initial Tab - General
Give the campaign a Name that will allow you to know which lead type and campaign where leads originate.
Make sure the status is set to Active; any other status will not allow leads to enter the system through this campaign.
Available Status Options Include
Active
Closed
Inactive
On Hold
Late
Suspended
Input the cost per lead for this Campaign. The price will be tracked throughout the system to allow you to run the most accurate Reports.
Price Per Lead
Set the default cost applied to each inbound lead received.
Use case:
Used when purchasing leads from a lead vendor that charges a fixed price per lead (for example, $10–$20 per lead).
Price Per Sale
Specify the fixed dollar amount applied when a lead converts into a sale.
Use case:
Common when paying a partner or affiliate a flat commission for each successful sale.
Revenue Share (%)
Specify the percentage of the sale amount applied as revenue share.
Use case:
Used when a lead source receives a percentage of the final sale value instead of a fixed payment.
Next, you will see the Outbound Delivery, where you will be able to choose the Automation Method. Generally, you will want to use the System Default setting, which uses the Automation type setting in the main Settings of the account.
Your available Automation methods include:
No Automation
System Default (Price)
Priority
Round Robin
Weighted
Percentage
Geolocation
Lastly, you can select the Maximum Delivery Count, which sets the maximum times that a single lead can deliver out through this campaign by setting the value under the Maximum Delivery Count and the lists it will be delivered to.
Next Tab - Quality Options
Quality Control is a way to gate leads prior to delivering them using automated delivery. You might want to use this feature to call verify leads, or gate leads from a new vendor before you send them to your buyers.
The Quality Control screen allows users to manually validate or invalidate leads that have entered their LeadExec system.
The first option is TCPA validation. With TCPA validation, you can enable TCPA validation on your website, form, or provide a code to your lead providers.
You can create your consent text, which will then display on your website if you place the code in the footer of your landing page or website.
Add the consent text you would like and then select Generate Form Code. This code is all you need to add to your landing page or provide to a Lead Source so they can add this to their landing page. Once added you will get TCPA text, and certification to ensure your leads are compliant.
You can use the toggles here to enhance the certification process by automatically scanning for a valid mobile phone and geolocating the IP address.
Next Tab - Advanced Campaign Options
Default User Assignment
You can choose which one of your users gets automatically assigned the leads from the list of registered users you have.
Category
You can also select a category that is used to further denote what type of leads a Lead Source is sending you for this campaign.
Group
If you are an agency or company that buys leads for your sales divisions, you may have brands within the company, and you want to segment lead delivery for those brands. To simplify reporting, you will want to use the Lead Source Campaign Group.
Let's say, for example, you are a company with four major brands. You receive leads specifically for these brands from a variety of lead sources. If this is the case, you will want to segment your brands using the Lead Source Campaign Group.
Once you have created the Campaign brands in this group, you can enable them when you set up your Lead Source Campaigns, so that leads go directly to these brands.
Automation
With this functionality, you can use the delivery queue to process lead delivery asynchronously.
Properties
This function allows you to change the price your buyer paid for a lead; you can also update a revenue share if you work with lead resellers.
Additional Scanning Options
This functionality allows you to add additional criteria that clients must contain in their delivery accounts.