Ping Post campaigns are the most widely used type of campaign in LeadExec. Web Leads would include any leads from a self-managed landing page or website, a third-party vendor, or a platform like Zapier.

Campaigns can be created within the Lead Source Details page or the Campaigns screen by clicking the Create button in the top menu.

The General Information tab is where you will enter the essential details for your Ping Post 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 PING/POST 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

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.

The Quality Options tab provides options to help manage and maximize the quality of your leads. There can be a price per lead cost for some of the services listed in this section.

Use Quality Control

Using Quality Control is a way to gate leads, allowing users to validate or invalidate leads manually in the Quality Control bin. Validated leads will be processed for automated delivery, while invalided leads will be marked as QC returned to the client. You might use this feature to call-verify leads, or review leads from a new vendor before you send them to your buyers.

Duplicate Day Setting

This setting determines how far back the system checks for duplicate leads based on selected fields in your Lead Type.

Standardize Address

Apply industry standardization to the primary address field.

Append City and State

The system will update the city and state fields when a valid postal code and country are present.

Mobile Check

Verify if the lead's primary phone number is a mobile number.

Geolocate IP Address

Geolocation IP address of the lead. (fee may apply)

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.

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.

By clicking the Create button, your new campaign will be saved to the database.

Once the campaign is created, you will be taken to the main campaign settings module. Here, you can configure the required settings for Ping Post campaigns on the Ping Options tab.

The Ping Options tab is where you can configure all settings related to Inbound Pings from your lead source for this campaign.

To start, let's take a moment to familiarize ourselves with how the Ping system operates before we delve into its settings.

Understanding the Ping system.

When a campaign is configured using the Ping Post channel, the system will validate that the lead source has first sent in a PING request, received an Order ID, and submitted the full lead within 5 minutes of receiving that Order ID. The PING system is used to qualify a lead's information before contact information for that lead is submitted to the system. For instance, the PING may ask whether the account has a buyer for a lead with a loan amount of $100,000, and the response will be either yes or no. If the response is yes, the source will receive an Order ID, which will be valid for 5 minutes. This information relates to the fields that are set in the Field Requirements section of this tab.

Revenue Requirement

Allows you to set the required revenue amount.

Profit Requirement

Allows you to set the required profit amount.

(Revenue minus lead cost must be at least "x")

​Profit Percentage Requirement

Allows you to set the required profit percentage amount.

​Minimum Delivery Count

Allows you to set a minimum estimated delivery count. For example, if set to "2", the system must find two matching clients that potentially take the lead.

​Qualify All Criteria

Qualify clients using all criteria.
Note: If no is selected, clients will be qualified only using the field values supplied on the PING request.

The Field Requirement setting is a crucial part of setting up your Ping Post campaign. This section allows you to specify the fields that you want your lead sources to provide in the Ping request. The Ping posting instructions will reflect the fields that you choose here. You can choose to set these fields as either required or optional.

Once you've configured the Ping Options tab, you can move on to make any additional setting adjustments needed or save the campaign and move on to generate posting instructions for your lead source.

Other related articles:

PING/POST Lead Campaign Advanced Settings

How to Generate Posting Instructions