Phone Lead campaigns are used with LeadExec's IVR Call Flow system, which transfers live calls and any collected lead data to an available sales team agent or client. You must have a call flow configured in advance of creating a Phone campaign.
Campaigns can be created within the Lead Source Details page or the Campaigns screen by clicking the Create button in the top menu.
Create a Phone Lead Campaign
Step 1 — Open the Campaign Creation Window
You can create a campaign from either location:
Navigate to Campaigns → Click Create
Or navigate to Lead Source Details → Click 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 ping/post requests |
Campaign Name | Identifying name |
Channel* | Select Phone |
Lead Type* | Data structure used to process the lead |
* 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 applied when a lead converts into a successful sale or delivery. Commonly used when compensating partners on a per-sale basis.Revenue Share (%)
Percentage of the sale value paid to a lead source or partner when using a revenue-sharing agreement.
Status: Must be set to Active before the campaign can begin accepting ping/post traffic.
Step 3 — Configure the 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 the Quality Options Tab
Quality Options allow LeadExec to validate, enrich, and protect incoming lead data before distribution.
Consider enabling the following Quality Options to improve lead quality before delivery.
Option | Cost | Function |
Quality Control | Free | Routes every lead through manual review before delivery |
Duplicate Check | Free | Prevents duplicate leads within a configurable time frame (30 days by default) |
Standardize Address | $0.03/lead | Normalizes mailing addresses |
Append City/State | $0.03/lead | Auto-completes city and state using the postal code |
Mobile Check | $0.03/lead | Verifies whether the phone number belongs to a registered mobile device |
Geolocate IP | Variable | Determines the lead's geographic location using its IP address |
Note: Some quality services incur an additional per-lead processing fee.
Step 5 — Configure Quantity Limits Tab
Quantity Limits allow you to set the maximum number of leads you want to allow this campaign to accept in an Hourly, Daily, or Monthly time frame.
Set intake caps:
Hourly Limit: Leads per 60 minutes
Daily Limit: Leads per day
Monthly Limit: Leads per month
Set to 0 for unlimited
Next Steps
By clicking the Create button, your new campaign will be saved to the database.
Once the campaign is created, you will be directed to the main campaign settings module, where you can adjust additional settings for Phone Lead campaigns.
Phone Numbers
The Phone Numbers tab is where you will configure the phone numbers and call flow to be used for the campaign.
Name
Provide a name for the phone number and call flow configuration.
IVR Number
Select an existing IVR number from your account. If you do not have an IVR number yet, select the Purchase New Number at the bottom of the module.
Call Flow
Select the call flow you want to associate with this number and campaign.
Message Flow
This feature is still in beta. More information will be provided upon the official release.
Purchase New Number
Purchase a new IVR number. Both local and toll-free numbers are available for purchase.
Once you've completed your additional setting adjustments, you can save your campaign.
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