Buyer Step

Feature Snapshot

Summary:
The Buyer Step is an integrated feature in LeadConduit that enables lead sellers to automatically deliver qualified leads to buyer partners through a secure, automated connection.

Key Benefits:

• Streamlines communication by automating lead delivery between sellers and buyers
• Formalizes partner relationships by managing invitations and status within the flow
• Provides real‑time reporting on lead outcomes and partner connection status
• Simplifies integration by automatically sharing Submission Docs and field mappings
• Enhances operational efficiency by reducing manual intervention and duplicate processing

Typical Use Cases:

• A lead seller routing qualified leads directly to a bank’s lead buying system
• A publisher connecting with a financial institution through an automated Buyer Step
• Aggregators managing multi-channel lead delivery to strategic partners

How the Buyer Step works

The Buyer Step is inserted into a LeadConduit flow as a special delivery component. It is configured by selecting which lead fields to share and setting parameters based on whether the buyer is already connected or needs to be invited. Once a buyer accepts an invitation, the Buyer Step becomes active; qualified leads passing through the flow are automatically routed to the buyer’s system. This step leverages real‐time data and system notifications to ensure that only leads that meet predetermined criteria are delivered, while enabling detailed tracking of successes and failures.

Step‑by‑Step Instructions

1. Log into your LeadConduit account and open your flow
   Navigate to the Flows tab and either select an existing flow or create a new one where you want to add the Buyer Step.

2. Add a Buyer Step
   Open the Add to Flow menu and choose the Buyer Step option from the steps section.

3. Configure the Buyer Step
   In the Share Fields dialog, select the lead fields (such as contact details and custom data) that will be shared with your buyer partner, then click Continue.

4. Set Up the Connection Method

   • If your buyer is already connected, select the existing partner account or pending invitation from the Buyer Invite section.
   • If not connected, click “Send Invitation”, fill in the invitation details, and then click “Send Invite”.

5. Review Confirmation and Save the Flow

   • A confirmation screen will indicate that your Buyer Step has been added.
   • Note: The Buyer Step will remain disabled until your partner accepts the invitation; once accepted, it will update with your partner’s account details.

6. Submit Test Leads
   Once your partner accepts the invitation, perform a test lead submission to verify that the Buyer Step routes leads properly.

Expected Result:
The flow displays an active Buyer Step with the connected buyer’s account name. When leads (both test and live) are submitted, they are automatically routed to the buyer’s designated destination, with successful outcomes tracked in real time.

Validation & Monitoring (optional)

• Test the Setup:
  Submit test leads through the flow and verify in the Events tab that leads passing through the Buyer Step are marked with a “Success” status and show the connected partner’s account.

• Where to Monitor?:
  Use the Partner Reports and the Events tab within LeadConduit to review lead delivery outcomes and buyer connection updates.

Best Practices

• Carefully select only the necessary lead fields in the Share Fields window to prevent over‑sharing data
• Always save your flow after configuration changes to avoid loss of settings
• Send test leads to confirm that lead routing works as intended
• Monitor the Buyer Step regularly for any pending invitations or errors, and coordinate with buyer partners to resolve issues promptly
• Maintain clear documentation on partner connection agreements to support internal auditing and reporting

Troubleshooting

Frequently Asked Questions (FAQ)

What is the Buyer Step?

The Buyer Step is a special flow component in LeadConduit that facilitates the automatic delivery of qualified leads directly to a buyer’s system.

Why is the Buyer Step important?

It formalizes the working relationship between lead sellers and buyers, ensures that only qualified leads are delivered, and provides real‑time reporting and notifications for efficient operation.

How do I activate the Buyer Step?

After adding the Buyer Step to your flow and configuring the Share Fields, the step will remain inactive until your buyer accepts the invitation; once accepted, enable the step and save your flow.

What should I do if my leads are not reaching the buyer?

Verify that the Buyer Step is enabled and that the field mappings are correctly set; additionally, check the Events tab for any error messages.

Can I modify a Buyer Step once it is set up?

Yes, you can reconfigure the Buyer Step’s field mappings if necessary by editing the step in your flow.

Glossary

• flow-buyer-step.png100 KB