How is the lead order process changing with the new system?
The Mail-In A lead order process will remain unchanged. To submit a new order, complete the designated PDF order form on HQ and submit a ticket to Leads Marketplace Support.
How is my Mail-In A lead order billing changing with the new system?
With Quility billing, Mail-In A lead orders will follow the same billing cycle as lead orders placed on HQ. With the current billing process, Mail-In A lead orders are paid for after lead allocation is complete.
The last day for this billing model is 2/23/2024. Leads assigned via our existing system for the week ending 2/23 will be billed and charged for leads received the week of 2/23.
With the launch of Quility billing on 2/26/2024, orders will follow the subscription model for billing. When an order is placed, a pre-payment charge will be processed for the total number of leads requested to establish a full account balance. As leads are assigned throughout the billing cycle, the cost of leads assigned will be deducted from the total account balance. At the end of the billing cycle, a pre-payment charge will be processed to bring the account balance back to the amount required for fulfilling the lead order.
Any new orders placed will incur a charge for the full order amount regardless of the existing account balance. Existing Account Balances will only be used for weekly renewal charges, not the first charge on new orders.
What is the Quility billing portal and how do I access it?
The Quility billing portal allows you to view all Analog A lead order subscriptions and invoices, and update contact information and payment information.
To access the portal:
Enter the email address on file with Quility and click "Get Login Link Via Email."
Click the link within the email to verify your account and access the billing portal.
Example of what the page will look like:
What is the difference between a receipt and an invoice?
A receipt will be sent via email each time your payment information is charged for an ongoing order. It is a record of billing only and will not contain details related to lead allocation.
An example of this email is below:
An invoice is a detailed breakdown of all leads assigned within a billing cycle, how much each lead costs, and the total amount charged within the cycle. Invoices will be delivered via email with a secure link at the close of a billing cycle. They can also be accessed via the Quility billing portal.
How can I change my credit card on file for billing?
Your card on file can be changed directly within the Quility billing portal. Alternatively, you may contact Leads Marketplace Support by submitting a ticket to receive a unique, secure link to enter your payment details.
I received an email indicating my card is about to expire. What steps should I take?
Three notifications will be sent via email during the month of your card’s expiration. To update your payment information, click on the link within the email to access a security link. Enter your updated card details to ensure there is no disruption to your lead delivery and payment processing.
How do I view my current balance?
Your existing balance for each subscription can be located within the Quility billing portal. The current service credit balance indicates any lead credit associated with the subscription. The current prepayment balance indicates the total amount charged minus the cost of leads allocated in the current cycle. The current balance indicates the total cost of leads in the current cycle.
How do I submit a request for Lead Credit?
Mail-In A Leads assigned via the Subscription Model will have a "request credit" button in the lead details within HQ. You may submit a lead credit request within 14 days of lead assignment. The credit will not appear on your HQ Account ledger, but rather as a "service credit" in the Quility Billing portal. It may take up to 14 business days for the Leads Department to review and validate your request. Please submit all required details to ensure there are no delays in processing your request. All requests will be reviewed according to the Lead Credit Policy Guidelines.
How do I view my past invoices and receipts for tax purposes?
The full history of all invoices and lead allocations can be viewed within the Quility billing portal. At the close of each billing cycle, an invoice will also be delivered via email which should be kept for historical records.
I have additional questions. Who do I contact for help?
Our Leads Marketplace support team will be more than happy to assist with your questions. Please submit a support ticket on HQ with a detailed description of your question or concern.
How should I access my new Mail-In A leads?
With the new system, accessing your Mail-In A leads is more streamlined. All leads allocated for your Standing Mail-In A Lead Order will be sent directly to your HQ account first. It will also be accessible in Opt! and Switchboard. We recommend visiting HQ as the primary source for your lead details.
To view your leads on HQ, take the following steps:
From the left navigation menu, expand the Leads submenu
Click "My Leads"
Your leads will be displayed in table format. Double-click on a lead to view the details.
Click "Original Lead" to view the lead PDF
Why are my Mail-In A leads showing as free in Opt and HQ?
With the new system, Standing Mail-In A lead orders now follow a subscription model and leads are prepaid via Quility billing before assignment. As these leads are purchased via Quility billing, they will reflect as "Free" in Opt! and HQ since they were purchased in a different system. Mail-In A leads, assigned to standing Mail-In A lead orders, will be distributed through HQ and from there will go to Opt! and Switchboard.