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How to Generate Posting Instructions

This article explains how to generate posting instructions for lead sources or web developers to post leads into your LeadExec account.

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

Overview

Posting Instructions are documents that provide detailed information on how to post leads to your LeadExec account. Leads can be sent via the following methods:

  • JSON

  • HTML Form (URL-encoded)

  • XML

How to Generate Instructions

You can generate posting instructions from two places within LeadExec:

  • The Campaign List

  • The Lead Source Details page

Steps:

  1. Select Posting Instructions from the top menu of the screen.

  2. Choose the desired content type for the instructions.

  3. Click the Export button to save the file as a PDF or Excel document.

Important Account Identifiers

The posting instructions will include three unique identifiers that are required for each request sent to LeadExec, these will be outlined in the instructions and are unique to your account and campaigns:

  • LID - Lead Type Identifier

  • VID - Lead Source Identifier

  • AID - Campaign Identifier

Special Case: Generating PING/POST Instructions

For PING/POST campaigns, you need to export two different sets of instructions: one for the PING and one for the POST.

Steps:

  1. Click the triangle icon (▼) next to the main Posting Instructions button.

  2. From the dropdown menu, select and export both the PING and POST instructions.

Key Differences for PING/POST:

  • The PING has a dedicated endpoint different from the lead (POST) receiver endpoint.

  • The PING receiver only accepts JSON or URL-encoded requests.

Best Practices

  1. Always Test First: Generate instructions and validate with sample data

  2. Keep Updated: Regenerate instructions after campaign changes

  3. Custom Annotations: Add business-specific notes to generated PDFs to better aid your clients

  4. Partner Education: Include brief "how to use" section when sending to new sources

"Proper posting instructions reduce integration time by 70% and prevent 90% of data submission errors."

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