Acceptance Criteria Best Practices

Acceptance Criteria in LeadConduit can be tricky, but the following are a few use cases to guide you.

Phone

Requiring a valid phone number is always a good first step.

You might not want to accept Toll-Free numbers. If so, set this additional Acceptance Criterion:

Email

A valid email address is also often advisable.

Name

Whenever possible, requiring a First and Last name rounds out your basic lead data.

Requirements for optional fields

Acceptance Criteria are strictly and literally enforced, which makes validation of optional fields tricky using Acceptance Criteria. For example, if State is an optional field, but you want to limit leads to the states New Mexico and Texas, the following Acceptance Criteria will fail a lead if State is left blank.

Instead, you need to configure the Acceptance Criteria as shown below.

• phone_is_valid.png100 KB
• phone_is_not_tollfree.png200 KB
• email_is_valid.png100 KB
• first_and_last_name.png100 KB
• state_1.png100 KB
• state_2.png100 KB