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Creating a Chat Lead Campaign
Creating a Chat Lead Campaign

How create a campaign using the Chat Leads Channel

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

Chat Lead campaigns are used with LeadExec's AI chatbot message system. The chatbot can be integrated with landing pages or websites, allowing you to collect lead data from a consumer on your website via chat rather than the user having to fill out a form. You must have a chat flow configured in advance of creating a Chat 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 Chat 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.


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.


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.


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, the system will auto-open the main campaign settings module, where you can make adjustments to additional settings required for Chat Lead campaigns.

Web Chats

The Web Chats tab is where you will configure the chat flow to be used for the campaign. Click the Add button for the main Chat dialog settings.

Once you've completed the additional setting adjustments, you can save your campaign.

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