Detailed instructions for configuring all delivery method types in LeadExec
Introduction to Delivery Methods
Overview of Delivery Methods
Delivery Methods OverviewDetails on the available delivery types in LeadExec
Webhook Delivery Method
Instructions on how to configure Webhook Delivery Methods
Webhook Delivery Method ConfigurationWebhook delivery methods allow you to send leads via JSON, XML, and HTTP requests.
Webhook URL Endpoint TabIn the Webhook URL Endpoint tab, you will set where the leads are posting to and what type of content is being sent in the delivery.
Webhook Authentication TabUse Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the Webhook Authentication Tab.
Webhook Field MappingsWebhook field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
Webhook Request Body TabJSON and XML schema configuration in the Webhook Request Body Tab
Webhook Response Settings TabWebhook Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
Webhook Retry Settings TabUse the Webhook Retry Settings to tell the system to retry delivery for failed delivery attempts.
Webhook Portal Permissions TabClient Portal user webhook settings for IVR calls, File Attachments, and Analytic Data.
Webhook Delivery Schedule TabThis tab allows you to create a specific schedule of when the client will be considered for lead delivery.
Webhook Notifications TabUse the Webhook Notifications Tab to create notifications for you or another team member for failed deliveries to the client.
Ping-Post Delivery Method
Instructions on how to configure Ping-Post Delivery Methods
Ping-Post Delivery MethodInital steps for creating an outbound Ping Post delivery method
Ping Post URL Endpoint TabIn the Ping Post URL Endpoint tab, you will set where the leads are posting to and what type of content is being sent in the delivery.
Ping Post Authentication TabUse Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the Ping Post Authentication Tab.
Ping Post Field MappingsPing Post field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
Ping Post Request Body TabJSON and XML schema configuration in the Ping Post Request Body Tab
Ping Post Response Settings TabPing Post Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
Ping Post Retry Settings TabUse the Ping Post Retry Settings to tell the system to retry delivery for failed delivery attempts.
Ping Post Portal Permissions TabClient Portal user ping post settings for IVR calls, File Attachments, and Analytic Data.
Ping Post Delivery Schedule TabUse the Ping Post Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
Ping Post Notifications TabUse the Ping Post Notifications Tab to create notifications for you or another team member for failed ping-post deliveries to the client.
Email Delivery Method
Instructions on how to configure Email Delivery Methods
Email Delivery Method ConfigurationDelivers the lead details in the body of an email template with a portal link.
Email Field MappingsEmail field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
Email Delivery Email TemplateCreate a custom email template to send your client lead data
Email Delivery SettingsTo and From settings for lead email delivery.
Email Retry Settings TabUse the Email Retry Settings to tell the system to retry delivery for failed delivery attempts.
Email Portal Permissions TabClient Portal user email settings for IVR calls, File Attachments, and Analytic Data.
Email Delivery Schedule TabUse the Email Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
Email Notifications TabUse the Email Notifications Tab to create notifications for you or another team member for failed email deliveries to the client.
SMS Notification
Instructions on how to configure SMS Notification Delivery Methods
SMS Notification Delivery MethodDelivers the lead details in the body of an SMS text message template with a portal link.
SMS Field MappingsSMS field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
SMS Template TabSMS Template Tab
SMS Delivery SettingsPhone number settings.
SMS Retry SettingsSMS Retry Settings
SMS Portal Permissions TabClient Portal user SMS settings for IVR calls, File Attachments, and Analytic Data.
SMS Delivery ScheduleCreate an SMS Delivery Schedule of when the client will be considered for lead delivery.
SMS Notifications TabUse the SMS Notifications Tab to create notifications for you or another team member for failed deliveries to the client.
FTP Delivery Method
Instructions on how to configure FTP Delivery Methods
FTP Delivery Method ConfigurationProvides the ability to drop an Excel, CSV, or TXT file to an external FTP server.
FTP Field MappingsFTP field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
FTP ServerFTP server endpoint settings
FTP AuthenticationFTP credentials
FTP Retry SettingsUse the FTP Retry Settings to tell the system to retry delivery for failed delivery attempts.
FTP Portal Permissions TabClient Portal user FTP settings for IVR calls, File Attachments, and Analytic Data.
FTP Delivery Schedule TabUse the FTP Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.
FTP Notifications TabCreate notifications for you or another team member for failed deliveries to the client
CSV Attachment
Instructions on how to configure CSV Attachment Delivery Methods
CSV Attachment Delivery MethodDelivers individual leads in a CSV file attachment via email.
CSV Field MappingsCSV field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
CSV Attachment Delivery Settings TabCSV Attachment Delivery Settings Tab
CSV Retry Settings TabUse the CSV Retry Settings to tell the system to retry delivery for failed delivery attempts.
CSV Portal Permissions TabClient Portal user CSV settings for IVR calls, File Attachments, and Analytic Data.
CSV Delivery Schedule TabUse the CSV Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
CSV Notifications TabUse the CSV Notifications Tab to create notifications for you or another team member for failed CSV deliveries to the client.
Batch Delivery Method
Instructions on how to configure Batch Delivery Methods
Batch Delivery MethodScheduled delivery designed to send all leads received during a set time frame via email with an excel of CSV attachment.
Batch Delivery Mappings TabBatch Delivery field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
Batch Delivery File Settings TabFile settings for batch delivery can vary based on your client’s requirements. This tab is used to configure the file settings.
Batch Delivery Second File Settings TabThis tab allows you to configure the second file settings.
Batch Delivery Email TemplateCreate a custom template for your Batch Delivery email.
Batch Delivery Delivery Settings TabTo and From settings for lead email batch delivery.
Batch Delivery Batch ScheduleSet the schedule of the Batch Delivery
Batch Delivery Portal Permissions TabClient Portal user batch delivery settings for IVR calls, File Attachments, and Analytic Data.
Batch Delivery - Delivery ScheduleUse the Batch Delivery Tab to create a specific schedule of when the client will be considered for lead delivery.
Batch Delivery Notifications TabUse the Batch Delivery Notifications Tab to create notifications for you or another team member for failed batch deliveries to the client.
ClickPoint Integration
Instructions on how to configure ClickPoint Integration Delivery Methods
ClickPoint Integration Delivery Method ConfigurationBidirectional delivery to ClickPoint.
ClickPoint Integration URL Endpoint TabIn the ClickPoint Integration URL Endpoint tab, you will set where the leads post and what content is being sent.
ClickPoint Authentication TabUse Basic, Digest, Bearer Token, and OAuth 2.0 authentication types in the ClickPoint Authentication Tab.
ClickPoint Integration Field MappingsIntegration field mappings allow you to configure the field names the receiving system expects to the fields set on your lead type.
ClickPoint Integration Request TabJSON and XML schema configuration in the Integration Request Tab
ClickPoint Integration Response Settings TabIntegration Response Settings tell LeadExec what to look for when searching the client’s response for an accepted lead.
ClickPoint Integration - Retry Settings TabUse the Integration Retry Settings to tell the system to retry delivery for failed delivery attempts.
ClickPoint Integration - Portal Permissions TabClient Portal user integration settings for IVR calls, File Attachments, and Analytic Data.
ClickPoint Integration - Integration Options TabClickPoint's integration with LeadExec allows you to receive updates back from ClickPoint when actions or update take place.
ClickPoint Integration - Delivery Schedule TabUse the Integration Delivery Schedule Tab to create a schedule of when the client will be considered for lead delivery.
ClickPoint Integration - Notifications TabUse the Integration Notifications Tab to create notifications for failed integration deliveries to the client.
Lead Portal
Instructions on how to configure Lead Portal Delivery Methods
Lead Portal Delivery MethodFor clients who only access leads through the client portal.
Portal Permissions TabClient Portal user settings for IVR calls, File Attachments, and Analytic Data.
Lead Portal Delivery Schedule TabUse the Lead Portal Delivery Schedule Tab to create a specific schedule of when the client will be considered for lead delivery.
Lead Portal Notifications TabUse the Lead Portal Notifications Tab to create notifications for you or another team member for failed deliveries to the client.