LeadConduit Pro Tips

Master advanced techniques and hidden features that power users leverage for maximum efficiency. These pro tips will transform how you use LeadConduit.

📍 You Are Here

You're ready to level up your LeadConduit skills. This guide reveals expert strategies, workflow optimizations, and powerful features that aren't immediately obvious.

🎯 What You'll Learn

Time-saving shortcuts
Hidden features
Workflow optimizations
Advanced configurations
Performance tricks
Expert patterns

⏱️ Time-Saving Shortcuts

Work faster with hotkeys:

/ - Quick search
G then F - Go to Flows
G then E - Go to Events  
G then R - Go to Reports
N - New (context sensitive)
E - Edit current item
S - Save changes
ESC - Cancel/close modal

Quick Actions

Right-click power moves:

On Flow: Clone, Export, Archive
On Step: Duplicate, Disable, Move
On Field: Copy mapping, View data
On Event: Replay, Export, Flag

Bulk Operations

Handle multiple items:

// Select multiple flows
Shift+Click - Range select
Cmd/Ctrl+Click - Individual select

// Bulk actions
Enable/Disable selected
Export configurations
Apply tags
Change owner

🎯 Workflow Optimizations

Template Mastery

Create reusable patterns:

Template: Standard Lead Buyer Flow
Components:
  - Pre-configured acceptance criteria
  - Standard field mappings
  - Common enhancements
  - Default delivery settings
  - Error handling rules

Usage:
  1. Create from template
  2. Customize buyer-specific fields
  3. Adjust pricing
  4. Activate

Smart Cloning

Efficient flow duplication:

// Clone with intelligence
const cloneStrategy = {
  source_flow: "Master Template v2",
  preserve: [
    "field_mappings",
    "acceptance_criteria",
    "enhancements"
  ],
  update: [
    "flow_name",
    "recipient_endpoints",
    "pricing_rules"
  ],
  reset: [
    "statistics",
    "error_counts",
    "last_lead_timestamp"
  ]
};

Step Reordering

Optimize processing order:

✅ Optimal Order:
1. Quick Rejections (duplicates, suppression)
2. Data Enhancements
3. Acceptance Criteria
4. Expensive Operations
5. Delivery Steps

❌ Inefficient Order:
1. Enhancements (expensive)
2. Delivery Attempts
3. Duplicate Checks (too late!)

🔍 Hidden Features

Advanced Search

Powerful search operators:

// Event search
email:*@gmail.com AND state:CA
created:[2024-01-01 TO 2024-01-31]
source:"Google Ads" OR source:"Facebook"
NOT outcome:success
price:>50

// Field search
field.name:phone* AND field.required:true
field.type:number AND field.description:*score*

Custom Expressions

Beyond basic mappings:

// Conditional mapping
{{#if lead.state == 'CA'}}Premium{{else}}Standard{{/if}}

// Array handling
{{#each phones}}{{this.number}}{{#unless @last}},{{/unless}}{{/each}}

// Date formatting
{{dateformat lead.created_at 'YYYY-MM-DD HH:mm:ss' 'America/New_York'}}

// Math operations
{{math lead.score '*' 1.2 '/' 100}}

Event Replay

Test changes safely:

// Replay configuration
{
  event_id: "evt_abc123",
  target_flow: "Test Flow Copy",
  options: {
    preserve_timestamp: false,
    skip_billable: true,
    debug_mode: true
  }
}

// Bulk replay
const events = getFailedEvents("2024-01-15");
events.forEach(event => {
  replayEvent(event, testFlow);
});

🚀 Performance Tricks

Parallel Processing

Speed up with parallelization:

// Configure parallel steps
Step Groups:
  Group 1 (Parallel):
    - Email Validation
    - Phone Lookup
    - Credit Check
  Group 2 (Sequential):
    - Score Calculation
    - Routing Decision
    - Delivery

Caching Strategies

Reduce redundant lookups:

// Enable caching
Enhancement Settings:
  Cache Duration: 24 hours
  Cache Key: {{email}}_{{phone}}
  
// Shared cache across flows
Global Cache:
  Suppression Lists
  Buyer Schedules
  Price Tables

Lazy Loading

Only fetch when needed:

// Conditional enhancement
if (lead.state in ['CA', 'TX', 'FL']) {
  // Only enhance high-value states
  enhance('PropertyData');
  enhance('CreditScore');
}

// Skip enhancement based on buyer
if (buyer.requires_enhancement) {
  performEnhancement();
}

🌟 Advanced Configurations

Dynamic Routing

Smart lead distribution:

// Time-based routing
const route = () => {
  const hour = new Date().getHours();
  const day = new Date().getDay();
  
  if (day === 0 || day === 6) {
    return 'weekend_buyers';
  } else if (hour >= 9 && hour < 17) {
    return 'business_hours_buyers';
  } else {
    return 'after_hours_buyers';
  }
};

Custom Validators

Beyond standard validation:

// Complex validation
const validateLead = (lead) => {
  // Business logic validation
  if (lead.age < 18 && lead.product === 'credit_card') {
    return { valid: false, reason: 'Underage for product' };
  }
  
  // Cross-field validation
  if (lead.income < 30000 && lead.loan_amount > 100000) {
    return { valid: false, reason: 'Income/loan mismatch' };
  }
  
  // Pattern validation
  if (lead.email.match(/test|fake|dummy/i)) {
    return { valid: false, reason: 'Test data detected' };
  }
  
  return { valid: true };
};

Webhook Wizardry

Advanced webhook patterns:

// Retry with exponential backoff
const webhookConfig = {
  retry_strategy: 'exponential',
  max_retries: 5,
  initial_delay: 1000,
  multiplier: 2,
  max_delay: 60000
};

// Circuit breaker pattern
if (endpoint.failure_rate > 0.5) {
  endpoint.circuit_status = 'open';
  setTimeout(() => {
    endpoint.circuit_status = 'half-open';
  }, 30000);
}

📈 Monitoring Excellence

Custom Dashboards

Build focused views:

// Revenue dashboard
const revenueDashboard = {
  widgets: [
    {
      type: 'line_chart',
      metric: 'revenue_per_hour',
      period: '24h',
      group_by: 'source'
    },
    {
      type: 'number',
      metric: 'current_rpm',
      comparison: 'previous_hour'
    },
    {
      type: 'table',
      data: 'top_buyers_by_revenue',
      limit: 10
    }
  ]
};

Alert Patterns

Smart notifications:

// Anomaly detection
const alerts = [
  {
    name: 'Sudden Drop',
    condition: 'lead_volume < (avg_volume * 0.5)',
    window: '15m',
    action: 'page_on_call'
  },
  {
    name: 'High Rejection',
    condition: 'rejection_rate > 0.8',
    window: '1h',
    action: 'email_team'
  },
  {
    name: 'Buyer Offline',
    condition: 'buyer_response_time > 5000',
    threshold: 3,
    action: 'disable_buyer'
  }
];

🎨 Field Mapping Magic

Transform Chains

Complex transformations:

// Multi-step transformation
phone_1:
  - trim()
  - remove_non_numeric()
  - format_phone('US')
  - validate_phone()
  - default('0000000000')

// Conditional chains
email:
  - lowercase()
  - trim()
  - {{#if contains('@')}}{{this}}{{else}}{{this}}@unknown.com{{/if}}
  - validate_email()

Computed Fields

Dynamic calculations:

// Age calculation
age: |
  const birthDate = new Date(lead.date_of_birth);
  const today = new Date();
  return Math.floor((today - birthDate) / 365.25 / 24 / 60 / 60 / 1000);

// Quality score
quality_score: |
  let score = 50;
  if (lead.email_verified) score += 20;
  if (lead.phone_valid) score += 20;
  if (lead.consent_timestamp) score += 10;
  return Math.min(score, 100);

🔒 Security Patterns

Field Encryption

Protect sensitive data:

// Encrypt PII
ssn: {
  transform: 'encrypt',
  algorithm: 'AES-256',
  key_ref: 'pii_encryption_key'
}

// Mask for logging
ssn_masked: {
  source: 'ssn',
  transform: 'mask',
  pattern: 'XXX-XX-####'
}

Access Control

Granular permissions:

// Role-based field access
const fieldPermissions = {
  'admin': ['*'],
  'manager': ['!ssn', '!credit_score', '*'],
  'operator': ['email', 'phone', 'name', 'state'],
  'viewer': ['email_masked', 'state', 'created_at']
};

💡 Expert Patterns

Flow Composition

Modular flow design:

// Base flow components
const baseComponents = {
  'ingestion': ['parse', 'validate', 'normalize'],
  'enrichment': ['append_data', 'score', 'categorize'],
  'distribution': ['route', 'deliver', 'confirm']
};

// Compose flows
const flows = {
  'premium': [...baseComponents.ingestion, ...baseComponents.enrichment, ...baseComponents.distribution],
  'basic': [...baseComponents.ingestion, ...baseComponents.distribution],
  'test': [...baseComponents.ingestion, 'log']
};

State Machines

Complex lead lifecycle:

const leadStateMachine = {
  states: {
    'new': {
      on: {
        'VALIDATE': 'validating',
        'REJECT': 'rejected'
      }
    },
    'validating': {
      on: {
        'PASS': 'qualified',
        'FAIL': 'rejected'
      }
    },
    'qualified': {
      on: {
        'DELIVER': 'delivered',
        'TIMEOUT': 'expired'
      }
    }
  }
};

🎯 Quick Wins

Immediate Improvements

Enable Parallel Steps - 40% faster processing
Order Steps Efficiently - 25% cost reduction
Use Field Defaults - 90% fewer errors
Implement Caching - 60% fewer API calls
Add Monitoring - 95% faster issue detection

Common Pitfalls to Avoid

Over-Enhancement - Only append needed data
Serial Processing - Parallelize where possible
Missing Defaults - Always provide fallbacks
Ignored Errors - Handle every failure path
No Monitoring - You can't fix what you can't see

📖 Continuous Learning

Stay Updated

Join LeadConduit community
Subscribe to release notes
Attend webinars
Test new features in sandbox

Experiment Safely

// A/B testing pattern
const testConfig = {
  enabled: true,
  percentage: 10, // 10% to test
  variants: {
    'control': currentFlow,
    'test': newFlow
  },
  metrics: ['conversion_rate', 'revenue_per_lead']
};

Flow Optimization - Performance tuning
Advanced Templates - Template patterns
Monitoring Setup - Dashboard creation

🎯 Pro Excellence: These tips represent years of collective experience. Start with quick wins, then gradually implement advanced patterns as you grow!