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.
General Information
The General Information tab is where you will enter the essential details for your Phone Leads campaign. Here you will assign the Lead Source, Campaign Name, Channel, and Lead Type. Aside from the Campaign Name, the Lead Source, Channel, and Lead Type settings cannot be changed after initially creating the campaign.
Lead Source
Assign the campaign to a Lead Source.
Campaign Name
Provide a name for the Campaign that indicates the type of leads and their location of origin.
Channel
Set the Channel type to be used for this campaign. In this case, you'll select Phone Leads.
Lead Type
Select the Lead Type to be used for this campaign. Campaigns can only process leads for a single lead type. If you have multiple Lead Types, you will need to create a campaign for each of the different Lead Types.
Price
Input the Price per lead for this Campaign. The price will be tracked throughout the system to allow you to run the most accurate Reports.
Status
A campaign must be set to Active to receive leads.
Available Status Options Include
Active
Closed
Inactive
On Hold
Late
Suspended
Require Authentication
The Require Authentication setting determines if a lead source is required to use a Client ID and Client Secret when posting in leads.
More information on using authentication credentials can be found in this article, LeadExec API Credentials.
Delivery Options
The Delivery Options tab allows you to control how your leads will be delivered.
Automation Method
Here, you can choose the Automation Method you want to use for this campaign. Generally, you will want to use the System Default setting, which uses the Automation type set in the main Account Settings. However, there are certain use cases where you may want to deliver leads using a different Automation type for a specific campaign. This setting will override the main Automation settings of the account.
Maximum Delivery Count
The Maximum Delivery Count sets the maximum number of times that a single lead can deliver through this campaign.
Delivers To
The Delivers To option allows you to set an Exclusive Delivery Group on the campaign. You would use an Exclusive Delivery Group if you wanted leads from this campaign only to be delivered to a select group of clients. An Exclusive Group must be in place before using this setting.
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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