After you’ve completed our Quick Start Guide to launch your first lead campaign, the Quick Start Guide will no longer be available. To add or edit lead campaigns going forward, you will need to head to the Campaigns page.
Add a Lead Campaign
To add a lead campaign, click the Add a Lead Campaign button. From there, you will be prompted to complete steps 1-8 of adding your lead campaign.
Step 1: Basic Info
Campaign Name - Give your lead campaign a name to uniquely identify it in the future.
Select your Campaign Status
A campaign status of active means this campaign is eligible to deliver new leads based on the filter criteria specified.
A campaign status of inactive means that your lead campaign will not deliver new leads.
A campaign status of archive" will disable lead collection and also remove the lead campaign from your list of lead campaigns. Note: you can always view your archived lead campaigns at any time by selecting the “archived” status from the campaign status filter drop down on the lead campaigns list.
Click Next.
Step 2: Scheduling
Scheduling, is optional. However, if you’d like to run a lead campaign for a defined period of time, you can set a start date or end date for the lead campaign. This comes in handy if you have seasonal or holiday specific campaigns.
Step 3: Audiences
For the Audiences step, you will need to select at least one pixel audience for your lead campaign.
If you haven’t added additional pixels, you will only see the “default pixel”, which was automatically created for you after you completed the Quick Start Guide.
When you select the pixel audience, a filter icon appears to allow you to filter visitors based on the pages visited, as well as more advanced options when you click this icon. Learn more about filtering.
If you select a pixel that has already collected leads, you will see an Audience Date Filter Warning, allowing you to select whether you want to include the previously collected leads in this campaign. Selecting the Include All option will include all previously collected leads, while selecting the Only New option will only target new leads going forward. In general, for lead campaigns, we highly recommend selecting the Only New option, so your billing plan is not charged for re-delivery of existing leads, although there are edge use cases to select the Include All option.
If you receive this filter warning, after you select the Include All or Only New option, click Confirm.
Please note that on the audiences step, you can select multiple pixel audiences if you have more than one set up. If you have multiple pixel audiences set up and don’t need to route these leads separately, we recommend having a single lead campaign and selecting all pixel audiences.
However, if you have multiple pixel audiences and need to route leads differently, we recommend setting up separate lead campaigns for each pixel audience you have created.
Click Next.
Step 4: Suppression
We support the ability to suppress against existing customers or subscribers. This can be based on their email address, or it could be based on their name and mailing address, which we call CRM data. How to add an Email or CRM audience.
If you have uploaded an Email or CRM audience, those audiences will populate here.
While suppressions are optional, using suppressions will prevent our system from delivering existing customers or subscribers, and they will not apply toward your billing plan usage.
Click Next.
Step 5: Geo Filters
You can restrict lead collection to specific geographic areas, either by zip code or by state. If you have a regional business or are doing regional targeting, geo filters are highly recommended.
State - If you want to filter by state, enter the state abbreviations you wish to target.
Zip Code - If you want to filter by zip code, enter the five digit zip codes you wish to target.
For B2C clients, the geo filters are based on the lead’s home mailing address.
For B2B clients, geo filters are based on the IP geolocation of the web site visitor, and are not tied to their home nor company mailing address.
Click Next.
Step 6: Data
Data Priority - This setting only applies to B2C accounts. This setting allows you to specify which consumer data you always want to receive.
The default option is to always receive the name and home address of the visitor and include their email address where available.
The next option is to always receive the email address of the visitor and the name and home address where available.
The final option is to always receive both the email address and the name and home address of the visitor. Note that selecting this option may reduce match volume.
Delivery Frequency - This setting allows you to specify how often you would like us to deliver new leads collected.
The default option is to deliver new leads every five minutes. With this option selected, if we identify a lead that meets all your requirements, this lead will be delivered five minutes after this lead is identified.
The other options are every 15 minutes, every 30 minutes, hourly, every two hours, and daily.
Selecting a longer delivery delay may be useful if you are trying to exclude visitors who take action, such as making a purchase or submitting an inquiry form.
Resend Options - This setting controls whether you would like to receive a lead again if they return to your website in the future.
The default option is if the system delivers a lead today and that visitor returns to your website after 30 days and meets all your filters, this lead would be delivered again.
The other options are to deliver the return visitor if they come back after 60 days, 90 days, 6 months, 1 year, or to never resend leads regardless of when they come back to your website.
Click Next.
Step 7: Attribution (optional)
Attribution allows you to track conversions for leads we deliver or for direct mail triggered through the LeadPost platform.
To enable attribution, toggle the Enable Lead Conversion Reporting button.
When the Enable Lead Conversion Reporting toggle is turned on, you are required to specify the following settings for their attribution settings:
Attribution Window Start (number of days): Indicates the minimum number of days after lead delivery a lead could be considered as a conversion.
Attribution Window End (number of days): Indicates the maximum number of days after lead delivery a lead could be considered as a conversion.
In addition, at least one of the following settings must be indicated:
Conversion Page URL(s): A list of full or partial URLs that indicates a return lead has converted if they visit one of these pages (considered or conditions)
Conversion Audiences: When selected, a lead will be flagged as a converter if they are added to one or more the selected audiences within the attribution window.
When an Email audience is selected, this comparison will be strictly based on the email of the lead and the email of the audience member. For CRM audiences, a comparison is made based on the name and standardized mailing address of the CRM audience members with the lead address, as well as the email of the lead and email posted on the CRM data, if present.
Conversion page URLs and conversion audiences may be used in conjuction and doing so we will not cause duplicate conversion reporting. Also, when possible, CRM and Email audiences are preferred for getting the most accurate picture of conversions over return visits to specific page URLs. This is because a lead may return and convert on site on a different device, and we might not capture this visitor and fail to reflect this. CRM and email audiences overcome this shortfall in attribution.
Click Next.
Step 8: Budget (optional)
Lead Cap - If you'd like to set a limit, or cap, on the number of leads your lead campaign receives, you are able to do so. Input the cap amount, and your campaign will automatically turn off once you've collected the amount of leads indicated. The campaign status will move from "Active" to "Lifetime Budget Reached."
Lead Cap Reset Day of Month - If you would like that cap to be reset each month, enter the day of the month that you'd like that cap to be reset. Your campaign will automatically turn off once you've collected the amount of leads indicated. The campaign status will move from "Active" to "Pending Monthly Account Reset." The campaign will automatically turn back to "Active" when it reaches the day of the month you have it set to reset.
Once you have completed the last step, click Add to save your lead campaign.
Edit a Lead Campaign
To make adjustments to an existing lead campaign, click the Edit icon on the lead campaign you want to edit, make your changes, and click Update.
Copy a Lead Campaign
To duplicate an existing lead campaign, click the Copy icon on the lead campaign you want to duplicate. All of the options within the existing lead campaign will be pre-filled within the copy. Make any edits you wish to make in steps 1 through 8, and click Add on step 8.
Lead Delivery Options
Our lead delivery options give you control over how you receive the leads that you have collected. To configure your lead delivery options, click the Lead Delivery Options icon.
No matter what lead delivery option you choose, we will automatically deliver your leads based on your data delivery frequency setting that you set up in your lead campaign.
By default, there are two options that are automatically enabled. The first option is to navigate to Reports>Lead Details to filter and view leads and download these leads to a CSV file.
The second option is an automatically created FTP endpoint. If you are interested in this option, click the Instructions button for connection information.
If you wish to add additional integrations, click the configure button on the integration you wish to enable and follow the instructions provided.