How To Set Up Lead Routing

1. Notice the blue call out box- At minimum you should make sure your site has a fallback address listed here.

2. The Lead Delivery Receipts button can be clicked on at anytime to view all the leads that have been delivered by the platform

3. Route Leads to Visitor's Nearest Store can be toggled on in situations where a site might have multiple physical locations under the same business umbrella.

4. CRM email addresses can use the ADF/XML format, a traditional email address should use the TEXT format

5. It's always a good idea to hit the Send Test link to make sure your lead is going to it's proper destination, but please be aware the shopper profile link in the TEST LEAD will not work since it's not associated with a real shopper.

These formats are the most used in our system -

• ADF is what we setup when the lead should go directly to a CRM.

  • ADF = Auto-lead Data Format

  • The universal format ALL automotive CRM’s process leads in is called XML ADF. This stands for XML Auto Dealer Format and is the mandatory format that the vast majority of companies in the automotive industry send and communicate leads between CRM’s.

  • More info → https://brijendrasinghrajput.medium.com/all-you-need-to-know-about-adf-auto-lead-data-format-for-automotive-leads-20c5564b1961

• HTTP is setup when clients are using a Webhook

  • Webhooks are automated messages sent from apps when something happens. They have a message—or payload—and are sent to a unique URL. They're much like SMS notifications.

• TEXT is setup when the lead should go directly to an email address.

  • For example, the Service Manager wants to receive all of the Service Leads directly.

• SMS is setup when the lead should go directly to a mobile phone.

1. When a visitor claims an offer or makes a submission, the platform will look to see which interest category the offer they claimed belongs.

2. Next, it will see if that interest category has a specific lead address (or addresses) assigned for it. If it does it will send to it and stop.

3. If it does not, It will look to see if there is a lead address set for the ALL category.

4. If it does not, it will use the Fallback Lead Address.

5. CRM email addresses can use the ADF/XML format, a traditional email address should use the TEXT format

• Assume you want service leads to go to service@customer.com and everything else to go to sales@customer.com.

  • Set Default Lead Address to sales@customer.com

  • Set SERVICE lead address to service@customer.com