Inbound - Lead Source Management
Manage inbound lead sources in LeadExec: add sources and sub-sources, lead grading, postbacks, IP restrictions, live call transfers, and TCPA consent.
By Chris and 1 other2 authors27 articles
- How to Create and Use Sub-Source GroupsOrganize the sub-sources posted with your leads into groups like Organic or Paid.
- Understanding Lead Source List ScreenUse the Lead Source List screen to manage your sources
- Understanding the Lead Source Detail ScreenDetailed information on how to use the Lead Source Details screen
- Adding a New Lead SourceStep by step instructions for adding a new lead source to LeadExec
- Introduction to CampaignsThis article outlines the different types of campaigns and how they are used
- Understanding the Campaign List ScreenThe Campaigns screen helps you organize the Campaigns associated with your Lead Sources
- Creating a Web Lead CampaignSet up inbound lead processing from websites, landing pages, and third-party sources
- Creating a Ping Post CampaignSet up inbound ping post lead processing from lead vendors, marketplaces, and partner networks.
- Creating a Phone Lead CampaignConfigure inbound phone campaigns for IVR routing and phone lead distribution
- Creating a Chat Lead CampaignHow create a campaign using the Chat Leads Channel
- Web Lead Campaigns: Advanced SettingsOptimize lead processing with granular control over validation, delivery, and compliance
- Ping-Post Lead Campaign Advanced SettingsHow to edit and update existing ping-post lead campaigns
- Chat Lead Campaign Advance SettingsReview the advanced Campaign settings available for chat lead campaigns in LeadExec.
- How to Set Up TCPA Consent Certification in LeadExecEnsure your leads meet TCPA requirements with real-time on-form checks and certification: enable TCPA, set up the lead type and campaign, add the form script, and print certificates.
- Lead Sources - Enable Lead GradingUse phone and email validation to create a lead score and improve lead quality.
- Lead Source List - Access Control IP RestrictionLimit where leads can post from by using IP address white listed article
- Groups - ExclusiveDeliver leads to a group of specific clients based on desired criteria.
- Groups - CampaignsCampaign Groups set on a Lead Source allow you to tag brands or groups that you receive leads and distribute leads too
- Call Flows - IVR SystemConfiguring the LeadExec Call Flow System
- How to Generate Posting InstructionsThis article explains how to generate posting instructions for lead sources or web developers to post leads into your LeadExec account.
- Adding Lead Sources and CampaignsLead Sources identify where your leads originate, while Campaigns determine the type of leads you accept and how they are processed.
- Lead Source List - Lead Source PortalThe Lead Source Portal lets your lead providers input lead information, review distribution details and leads sent, and check API details.
- Live Call Transfers with Lead FormsLearn how to set up and use Lead Forms for Live Call Transfers
- Quality Control - Understanding This ScreenUse Quality Control to stage your leads, verify, and check prior to delivering to any clients, buyers, or sales teams
- Postback OverviewThis article explains how the Postback feature works in LeadExec, allowing you to send lead, system, and transactional data to external systems when specific postback events occur.
- LeadExec Offers Overview: 1-to-1 Compliance | Phase 1 releaseDetails on Offers 1-to-1 functionality in lead receiver, lead source and client settings
- Ping Order List – How to Use This ScreenView and manage inbound Ping/Post requests, review client matches, track accepted ping orders, and monitor lead delivery results and revenue.