Web Lead Campaigns: Advanced Settings

Overview

Advanced settings provide precise control over web lead processing, from quality validation to compliance management. While default settings work for most users, these options maximize system capabilities for specific business needs.

General Settings

The General Settings tab establishes your campaign's core identity and functionality. Several settings here become permanent after creation, so careful setup is crucial.

Configuration Points

Campaign Name

What it does: Identifies your campaign across all LeadExec reports and interfaces
Best Practice: Use clear, consistent naming - e.g., "Solar Roofing Leads - FB"
Note: This is one of the few settings you can change later

Status Setting

Options: Active, Closed, Inactive, On Hold, Late, Suspended
Critical Detail: Only the "Active" status allows lead intake, you may also add different statuses based on your company needs, for example, "Seasonal", if you have campaigns that are explicitly inactive during certain seasons
Pro Tip: You may use the "On Hold" status for temporary pauses instead of "Inactive"

Price per Lead

Purpose: Tracks cost (incurred by your company) for accurate ROI calculation and reporting
Setting: $0.00+ (it's recommended that you set even if $0 for complete tracking)
Example: If you pay $15 per lead, set the price to $15.00

Note: Remember this is the cost you're incurring on every incoming lead, taking into account marketing efforts, platforms, etc.

Require Authentication

Function: Enforces API token security for lead submissions
Security Benefit: Prevents unauthorized lead sources from posting
Prerequisite: Must set up API credentials in Settings > API Access first

Step-by-Step Setup

Navigate to Campaigns → Select your Web Lead campaign
Click Edit → navigate to the General Settings tab
Configure each field:
- Campaign Name: Descriptive and consistent
- Status: Set to "Active" for live campaigns
- Price: Actual cost per lead from source
- Authentication: Enable only if you'll be using API credentials
Save changes and verify the status is "Active" before going live

Best Practices

Documentation: Consider keeping a master list of campaign names and purposes
Cost Tracking: Always set accurate prices for ROI reporting
Security: Consider enabling authentication for all third-party lead sources
Status Management: Use "On Hold" instead of "Inactive" for temporary pauses. You can also add different statuses that reflect internal exceptions, such as "Seasonal", for campaigns that are seasonally active and remain paused during the rest of the year

Troubleshooting

Issue	Solution
Leads not arriving	Verify status is "Active"
Authentication errors	Check API credentials in Settings
Price discrepancies	Update price field and regenerate reports

2. Quality Options Setup

Enhance lead data integrity and value

Overview

Quality Options provides tools to validate, clean, and enhance incoming lead data. Several services have per-lead costs but significantly improve conversion rates.

Configuration Points

Quality Control

Function: Holds leads for manual review before delivery
Ideal For: New lead sources, high-value leads, compliance requirements
Workflow: Incoming leads → Quality Control bin → Manual validation → Delivery

Duplicate Check

Time Window: Set to a default of 30 days (you may adjust as needed)
Check Rejected Leads: Include previously rejected leads in the duplicate check scan
Append Data: Update existing records (duplicate leads) with new information

Step-by-Step Setup

Access the Quality Options tab in campaign settings
Enable Quality Control if manual review is needed
Set Duplicate Day Setting — 30 days recommended start. Remember that setting up a duplicate check field in your lead type is a prerequisite
Toggle validation services based on needs:
- Address standardization for all campaigns
- City/State append if postal data available
- Mobile check for phone-centric businesses
Save settings and test with sample leads

Best Practices

Start Essential: Begin with address standardization and duplicate checking
Cost-Benefit: Use paid services for higher-value lead campaigns
Progressive Enablement: Add services gradually while monitoring impact
Validation Priority: Enable mobile check for primarily phone-based businesses

Troubleshooting

Issue	Solution
High duplicate rate	Increase the duplicate day setting
Address errors	Enable address standardization
Invalid phones	Enable mobile check service
Cost overruns	Disable paid services for low-value campaigns

3. Compliance Configuration

Legal and regulatory requirement management

Overview

Compliance settings ensure your lead processing meets legal requirements like TCPA (US) and GDPR (EU). Proper configuration prevents legal issues and builds consumer trust.

Configuration Points

TCPA Compliance (US Regulations)

Requirement: Obtain consent for automated calls/texts
Components:

Enable TCPA Services toggle
Custom consent text (default provided)
Notification email for issues
Reject leads without consent option

GDPR Compliance (EU Regulations)

Retention Policy: Days before automatic lead deletion
Rejected Retention: Separate policy for rejected leads
Note: Rejected policy overrides the main policy for rejected leads

FCC 1-to-1 Compliance

Feature: "Return Client Offers" for specific consent requirements
Best For: Ping-Post campaigns rather than web leads
Requirement: Revenue share settings must be configured

Step-by-Step Setup

TCPA Setup:

Enable "TCPA Services"
Review default consent text or add custom text
Set notification email address
Enable "Reject Lead for No Consent" if required

GDPR Setup:

Set "Retention Policy" days (e.g., 30, 60, 90)
Configure "Rejected Retention Policy" if different
Ensure proper disclosure in lead capture forms

FCC 1-to-1:

Enable "Return Client Offers" if using ping-post
Configure revenue share settings
Test with sample lead responses

Best Practices

Default Text: Use provided TCPA text unless legal counsel advises otherwise
Consent Tracking: Document all consent mechanisms and timing
Regional Settings: Apply GDPR only for EU-targeted campaigns
Email Notifications: Use group email (e.g., compliance@company.com)

Troubleshooting

Issue	Solution
Consent errors	Review TCPA text and enablement
TCPA/GDPR violations	Verify retention policy settings
Offer compliance issues	Check revenue share configuration

OLD DRAFT:

Configuration Sections

1. General Settings

This is where the core campaign parameters live, some of which are immutable after creation:

Setting	Function	Note
Campaign Name	Identifies campaign in reports	Editable
Status	Controls lead intake	Must be set to "Active" to receive leads
Price	Cost per lead	This is the cost you incur per lead, taking into account marketing efforts, platforms, etc, not the price at which you'll be selling leads
Require Authentication	Enforces API token security	Requires client credentials to allow reception of leads

More information on using authentication credentials can be found in this article, LeadExec API Credentials.

Outbound Delivery:

These are basic, campaign-wide instructions that leads in this campaign will follow when routed to your clients

Automation Method: Override system default (Price, Priority, Round Robin, etc.)
Maximum Delivery Count: Limit or allow lead resells to the same or multiple clients
Delivers To: Restrict selling leads to exclusive client groups, or any qualified clients

2. Quality Options

Enhance your lead data integrity and add value; some features incur an additional fee:

Feature	Cost	Purpose
Quality Control	Free	Sends all incoming leads to manual validation for review
Duplicate Checking	Free	Tells LeadExec how far back to reference the duplicate field check, default is 30-day lookup
Standardize Address	$0.03/lead	Normalize address format
Append City/State	$0.03/lead	Complete from the lead's postal code
Mobile Check	$0.03/lead	Verify if the phone line is mobile
Geolocate IP	Variable	Determine the lead's location of origin from the IP

3. Duplicate Checks

Advanced duplicate management:

Check Rejected Leads: Include previously rejected leads in the duplicate check
Append Duplicate Data: Update existing records with new information
API Duplicate Check: Premium deduplication - Note: A fee may apply when using this feature; please refer to your subscription page for more information.
Resend Deliveries: Redistribute duplicates to original buyers

4. Criteria

The Criteria section allows you to filter incoming leads based on different criteria:

Field Criteria: Accept leads based on specific field values
Regular Expressions: Pattern-based matching for complex validation
Calculated Expressions: Derive values (e.g., LTV ratio) from provided data

These allow you to filter incoming leads based on different criteria:

Field Criteria: Accept leads based on specific field values
Regular Expressions: Pattern-based matching for complex validation
Calculated Expressions: Derive values (e.g., LTV ratio) from provided data

5. Quantity Limits

Easily set up lead volume at hour, day, or month levels:

Hourly Limit: Maximum leads per 60 minutes
Daily Limit: Maximum leads per day
Monthly Limit: Maximum leads per month

Limits are left blank by default.

6. Lead Validation

The Validation section will let you gate leads to either route directly to the Quality section for manual review, or set up different Validation options:

• Enable Use Quality Control if you want leads in this campaign to be moved into the quality control bin.

• Default Reject Option: In most cases, you may want to use the system default setting: Reject back to source.

• Reject Back to Source – This is the system default; this will take any rejected lead and mark it as one inside LeadExec.

• Move to quality control – This will take any rejected lead and move it directly to quality control for manual validation.

• Forward to Delivery – This will take any rejected lead and move it directly into automation for your clients to receive.

• Scan Coverage: Indicate if the system should verify coverage or delivery of the lead before sending out a response to your lead source.

Note: It is strongly advised to enable Scan Coverage when using Revenue Share Options to ensure the actual cost per lead is reflected in the response; otherwise, the value hardcoded in the Price field in your campaign's General Settings will be reported in the response instead.

• Validation Services ($0.03/lead)

• Standardize Address: Normalizes address formatting based on USPS standards

• Append City & State: Auto-completes location based on the postal code and country in the lead.

• Mobile Check: Verifies phone number is mobile (not landline)

• Geolocate IP: Determines location from IP address (variable cost)

• Lead Grading: allows the system to grade inbound leads based on system-wide settings, or you can customize the settings specific to the campaign.

7. Compliance Settings

Here you can configure all of your legal and regulatory management rules:

TCPA Compliance:

Enable TCPA services
Custom consent text (default provided)
Notification email for issues
Reject leads without consent

FCC 1-to-1 Compliance:

Return client offers for specific consent
Requires revenue settings configuration
Best used with ping-post campaigns

LeadExec’s Offers feature supports the latest FCC 1-to-1 compliance ruling, requiring individual consumer consent for each specific company contacting them. Campaigns with the return client offers setting enabled will work in tandem with client delivery accounts set with offers when using the v2 lead receiver.

While the return client offers feature is available with standard web lead campaigns, it is recommended to use this functionality with ping post campaigns. This is particularly important for those who wish to use reject for no coverage and reject for not delivered validation settings, as those features are incompatible with this functionality in web lead campaigns.

Enable Return Client Offers – Turn this feature on to have the campaign return client offers in the responses to the lead source.

Note that this feature requires revenue settings in place for use. More details on revenue share settings can be found later in this article.

Learn more about the Offers system through this article.

GDPR Compliance:

Retention policy (days before auto-deletion)
Separate rejected lead retention policy
EU data protection compliance

8. Lead Forms

Aids in inbound call lead capture:

Customizable field selection
Auto-reset options
Dark/light theme settings
Live call transfer integration
Automated delivery scheduling

To create a new lead form, click the "add" button to populate the lead form shown below.

You can customize the fields displayed on the form by clicking the "choose fields to display" button.

9. Advanced Options

Allows for specialized configurations:

Assignments:

Default user assignment
Category and group organization
Brand segmentation for agencies

Automation:

Delivery queue (async processing)
Automated engagement (calls/texts)
Acceptable Use Policy compliance required

Revenue Share:

Percentage-based sharing
Per-sale amount configuration
Custom delimiter for multiple values

Client Requirements:

Additional delivery criteria
Mandatory client qualifications
Automatic saving of criteria changes

Advanced Options

Assignments

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 the 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 so, 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

Use Delivery Queue

Process lead delivery asynchronously.
Note: By selecting no, response time back to the source will be affected

Enable Automated Engagement

When a web lead has been received, initiate a phone call using the call routing system to engage the lead.
Note: Selected engagement numbers must have a call flow assigned.
Please review ClickPoint's Acceptable Use Policy. Violation of this policy will result in this feature being disabled.

Engage Using Text Messages

Initiate a conversation through text messages if available.
Note: The assigned number must have a message flow assigned.
Please review ClickPoint's Acceptable Use Policy. Violation of this policy will result in this feature being disabled.