Getting Started as Lead Seller as an Invited Partner

Guide overview

Summary:
This guide instructs you on how to get started as a lead seller when invited by your partner, covering everything from account creation and invitation acceptance to accessing Submission Docs, testing your configuration, and ultimately sending live leads.

Learning objectives:

• Create and configure your ActiveProspect account to activate your free LeadConduit for Partners subscription.
• Accept the invitation to connect and formalize the relationship with your lead buyer.
• Access your partner’s submission docs and understand the required lead format and data mapping.
• Verify your setup by submitting a test lead that meets technical requirements.
• Transition into live lead submissions and monitor ongoing performance.

Quick start workflow

1. Accept your invitation to connect & create your account
2. Access partner submission docs
3. Submit a test lead
4. Start sending live leads

Step‑by‑step instructions

Step 1. Accept your invitation to connect & create your account

• Goal: Accept the invitation to connect and establish your ActiveProspect account, which is required to view your partner’s submission docs.
• Context: When you receive an invitation from your lead buyer, you will be guided to create an ActiveProspect account (if you don’t already have one); this account activation is essential for connecting with your lead buyer and accessing submission docs.

Instructions:

1. Open the invitation email sent by your lead buyer.
2. Click “Accept Invite to Connect” in the email and you will be prompted to sign in or create a new account.
3. Follow the on‑screen instructions to sign in or create an account. Once you do that, the connection will automatically be made.

Expected result:
You are redirected to your ActiveProspect dashboard where your free LeadConduit for Partners subscription is activated, granting you initial access to the system.

Step 2. Access submission instructions from your partner

• Goal: Retrieve the submission docs provided by your lead buyer to know the technical specifications and acceptance criteria for lead submissions
• Context: Once connected, your partner’s submission docs become available. These documents detail required fields, acceptable formats, acceptance criteria and any authentication details necessary for submitting both test and live leads.

Instructions:

1. From your ActiveProspect dashboard, navigate to the “Submission Docs” section in the main menu.
2. Find and select the document corresponding to your lead buyer’s current flow.
3. Read the document carefully to understand field mappings, formatting guidelines, and any other technical requirements.
4. Note any specific instructions for test versus live submissions.

Expected result:
You gain access to a comprehensive Submission Document that specifies the lead format and data requirements, enabling you to configure your submissions accurately.

Step 3. Submit a test lead to your partner’s flow

• Goal: Validate your configuration by submitting a test lead to confirm that data mapping, field formatting, acceptance criteria and connectivity settings are correct.
• Context: Before submitting live leads, it is crucial to send a test lead. This confirms that your account setup, invitation acceptance, and adherence to the Submission Document, especially acceptance criteria, are operational and correctly configured.

Instructions:

1. Prepare a test lead using the guidelines provided in the Submission Document, ensuring all mandatory fields (such as Email, Phone, First Name, and Last Name) and any acceptance criteria rules (like Phone Number is required) are included.
2. Submit the test lead and monitor your Partner Buyer Report on the Reporting page for processing status updates.
3. Review with your partner the lead event details to verify that the test lead is flagged as “Successful” and processed without errors.

Expected result:
Your test lead is accepted into your partner’s flow successfully, and the event log confirms a “Successful” status, indicating that your technical setup is correct.

Step 4. Start sending leads to buyers

• Goal: Transition from testing to live operations by submitting real, production-quality leads.
• Context: With the test lead validated, and after your buyer has greed to start receiving leads from your account, you can now begin sending live leads to your lead buyer. It is important to continuously monitor the submissions to ensure they comply with the Submission Document and are processed correctly.

Instructions:

1. After receiving the go-live confirmation from your lead buyer, start submitting live leads through your designated channels (such as web forms, API integrations, or batch uploads).
2. Regularly review your ActiveProspect Partner Buyer Report in the Reporting page for real-time lead outcomes.
   • Notice that these reports are automatically generated for partner accounts once the connection is accepted.
3. Maintain communication with your lead buyer to address any issues promptly.

Expected result:
Live leads enter your partner’s flow seamlessly, with your dashboard displaying statuses like “Live Lead Accepted” along with continual processing feedback.

Validate your setup

In order to verify your configuration is correct, do the following:

• Log in to your ActiveProspect dashboard and ensure your account status indicates a connection with your lead buyer.
• Confirm that you can access and view the latest submission docs under the “Submission Docs” section.
• Check the partner reports for successful outcomes.
• Verify that any automated notifications (via email or dashboard alerts) are received in a timely manner.
• Monitor the reports as you begin live submissions to ensure consistent processing without errors.

Troubleshooting

Frequently Asked Questions (FAQ)

What if I already have an ActiveProspect account but only have access to TrustedForm?

Accepting the invitation will automatically enable a free LeadConduit for Partners subscription, granting you access to submission docs and all partner connection features.

What can I do if I’ve received an invitation from a buyer, but I don’t have access to my company’s ActiveProspect account?

If a buyer sent you an invite to connect to an email address that is not part of your company’s ActiveProspect account, you should ask an admin member from the ActiveProspect account to include you as an account member with LeadConduit access; then, after accepting the membership, you should proceed with the buyer’s invite acceptance.

How do I verify that my test lead was processed correctly?

Check your partner reports for a status such as “Failure”.

Who should I contact if my live leads are not reaching the partner’s flow?

First review the Submission Document and your partner report for error outcomes. If issues persist, contact your lead buyer or ActiveProspect support.

Can I resubmit a test lead if it initially fails?

Yes, you can resubmit test leads as many times as necessary until the system processes them successfully.

What happens when I start sending live leads?

Live leads are processed in real time into your partner’s flow, with corresponding success indicators and notifications visible in your dashboard.

Glossary

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