Table of Contents

Introduction

LeadConduit™ is a web-based, real-time lead delivery platform that manages hosted online lead generation campaigns. There is no software to install or manage. It is designed to reside between lead sources and lead recipients, integrating lead sources directly with CRM systems, call centers, Email Service Providers, and other systems.

Quick Start Guide

• Quick Start Guide 

Entities & Relationships

• What Is an Account?
• Tracking Accounts
• Creating an Account
• What is a Relationship (Affiliation)?
• Affiliate Sign-up
• Adding a Tracking Affiliate
• Adding an Advertiser 

Campaigns

• Creating a Campaign
• Campaign Fields
• Field Types 
• Examples of Commonly Used Pattern Constraints (e.g. IP address, Date)
• Using Campaign Fields to Track Web Traffic
•  Required Fields
• Validation with Custom JavaScript 
  
• Modifying Campaign Fields
• Removing Campaign Fields
• Duplicate Handling
• Volume Caps 
  
• Campaign Payouts 
• Copy an Existing Campaign
• Deactivate/Reactivate a Campaign
• Delete Campaigns
• Sharing Campaigns
• Campaign Management Permissions
• Granting Campaign Management Permissions to an Affiliate
• Removing Campaign Management Permissions from an Affiliate

Leads

• Life Cycle of a Lead (Lead Status)
• Statistics
  • Lead Query Results Screen
    • Lead Details Screen
• Lead Profiles
• Searching for Duplicate Leads
• Updating Lead Disposition (Confirming or Rescinding Leads)
  • Disposition Adjustment (Batch Adjustment)
  • Dispositioning Individual Leads
  • Advertiser Post Back Specification (automated disposition)
• Deleting Individual Leads
• Lead Anonymization 
  
• Exporting Leads
• Working with Export Files 
  

Submitting Leads (Inbound)

LeadConduit supports several methods of submitting lead data: importing them through the web UI, or sending them to our server in realtime.

• Importing Leads One-by-one or via a Batch File 
  
• Submitting Leads in Real-time (HTTP/HTTPS POST/GET)
  • Retrieving the Posting Info
  • Understanding the LeadConduit Server Response
  • LeadConduit Response versus Final Recipient (Advertiser) Response
  • Redirecting prospects to another page after lead submission
• Selecting an Advertiser When There Is More Than One in a Campaign 
  

External Services

• Integrating with External Services 

Receiving Leads (Outbound)

• Destination Types
• HTTP
• Email
• QuickBase
• DeliveryAdapter
• Another Campaign
• Managed Lead Delivery
• Manual Lead Delivery
• Delivery Considerations
• Synchronous vs Asynchronous Delivery
• Variables
• Importance of the leadId

User Logins

• Overview
• Creating Users
• Forgot Your Password?

HTTP API

• LeadConduit API.pdf
  
• Duplicate check service