Support Forums/Training Materials

How to post leads into Express if your lead provider is not listed in the campaign dropdown

Leads360 Express Support
posted this on August 07, 2009 05:00 pm

 

If your lead provider not currently listed in the dropdown of lead providers, they can still post leads to your clients using a typical HTTP post. In order to do this, please have them follow these steps.

  1. Have you client login to Express, click on the settings tab and choose "campaigns
  2. Create a new campaign and choose "I will generate my own leads"
  3. Then enter the title of your campaign [your lead source] and the cost per lead and click save


    4. add_campaign1.png

     

  4. Click on the options menu for the new campaign you just created and choose "download HTML"

    5. campaign_options_menu1.png

     

  5. Save the TXT file to your desktop and send that file to your lead provider
  6. Now, once you have received this file you will see that it is a normal HTML web form and it can be used to post leads to this client.

    7. NOTE: You must do this for each client you have because the posting URL is unique for each client. Here is an example of what we mean

    import_url1.png


  7. Next you will need to make sure when you post to this URL you map the fields to our field names. You can see this in the form, here is a few examples.

    8. html_form1.png

    NOTE: Because Express uses different templates for each vertical (Mortgage, Debt/Loan Mod, Insurance (Auto/Home), Insurance (Health/Life), Generic), you must make sure that you are posting to the right template. For example, if your client has selected the Insurance (Health/Life) template, and you are trying to post Auto Insurance Leads, you won't find the fields you need to map to in the HTML file.

  8. Finally, go ahead and test. The quickest way to test is to place the full HTML file they emailed you on a web page and fill out the form and hit submit, it will be inserted into their database. Then test directly from you own servers or lead generation software.

    IMPORTANT NOTE: You must post a unique Ref ID with every lead. The image below shows that field. If you do not send a unique Ref Id, the lead will not be inserted. All other fields are optional. For example, if you want to send only First Name, Last Name and Phone number and ignore all the other fields, that will work.

     ref_id_form1.png