Overview
This feature allows administrators to create detailed posting instructions that your lead providers or developers can use to submit leads into SalesExec automatically and in real time. Navigate to More → Settings → Setup Marketing Channels, Lead Sources & Campaigns to access the instructions generation tool.
Key Functionality
Posting Instructions Generation — Create a document that outlines how to post leads into SalesExec.
Selectable Scope — Generate instructions from the Marketing Channel, Lead Source, or Campaign context.
Detailed Configuration — The generated document includes data format (XML schema), sample payloads, and required identifiers.
Account Identifiers — Instructions contain required fields like Lead Type ID, Lead Source ID, and Campaign ID to ensure proper integration.
Developer-Friendly — Provides everything a developer or lead source needs to integrate with SalesExec reliably.
How to Use This Feature
Generating Posting Instructions
Navigate to More > Settings > Setup Marketing Channels, Lead Sources and Campaigns.
Posting Instructions can be generated on any of the Marketing Channel, Lead Source or Campaigns tab. To create, select Generate Posting Instructions.
Generate Posting Instructions
You should carefully consider how your Marketing Channels relate to your Lead Sources and Campaigns. After you make your selections, select Generate.
Posting Instruction Configuration
The document provides everything needed for a developer or lead source provider to get leads into ClickPoint. The document outlines the format, an XML example, the Schema which defines acceptable values and important Account Identifier Values
Note: Should your developers or lead source providers have any issues or questions, please do not hesitate to reach out to our support team via chat.
Best Practices
Generate instructions after all your Channels, Sources, and Campaigns are fully configured and named.
Distribute the instructions to lead providers and developers before going live — helps reduce integration mistakes.
When you update a Campaign or Lead Source, regenerate the instructions so your partners always have the correct schema.
Ask your developers to test lead posts using sample payloads from the document to verify everything works.
Keep a version-controlled copy of the instructions — document changes help trace integration problems.
Troubleshooting
Missing Identifiers → Double-check that your Lead Type, Lead Source, or Campaign IDs are properly assigned before generating.
Integration Errors from Providers → Ask your provider to send you a sample post; compare it to your generated schema and sample payload.
Formatting Issues → Confirm that your developer is using the correct data format (XML, JSON, etc.) as defined in the posting document.
Outdated Instructions → After making any change in a Campaign or Lead Source, regenerate the instructions to reflect the latest configuration.