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.
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 Per Lead
Set the default cost applied to each inbound lead received.
Use case:
Used when purchasing leads from a lead vendor that charges a fixed price per lead (for example, $10–$20 per lead).
Price Per Sale
Specify the fixed dollar amount applied when a lead converts into a sale.
Use case:
Common when paying a partner or affiliate a flat commission for each successful sale.
Note:
These values represent the cost paid to your lead source. If you generate the leads yourself, we recommend setting these values to $0.
Revenue Share (%)
Specify the percentage of the sale amount applied as revenue share.
Use case:
Used when a lead source receives a percentage of the final sale value instead of a fixed payment.
Status
A campaign must be set to Active to receive leads.
Available Status Options Include
Active
Closed
Inactive
On Hold
Late
Suspended
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.