Disposition Feedback

Feature Snapshot

Summary:
Disposition feedback is the process by which lead recipients report the final outcome—whether a lead converted or was returned—to the lead management system for performance tracking and process optimization.

Key Benefits:

• Provides a clear, actionable record of every lead’s outcome
• Enables real‑time pricing adjustments and volume cap management
• Supports integration with CRMs to enhance lead follow‑up and reporting
• Helps vendors and buyers analyze and improve campaign performance

Typical Use Cases:

• Reporting lead conversions or returns to adjust bidding and pricing in real time
• Filtering out low‑quality leads by integrating disposition feedback into acceptance criteria
• Feeding feedback data into CRM workflows for enhanced lead management
• Calibrating volume caps based on historical lead performance

How the Disposition Feedback works?

Disposition feedback is enabled on recipient steps within a lead flow. When a lead reaches its final outcome—such as being converted into a customer or returned due to poor quality—the recipient sends a feedback event (via API or CRM integration) back to the lead system. This event, which includes a required event identifier along with the disposition type (conversion or return) and an optional reason, is stored for reporting, dynamic pricing, and forwarding to the lead source if configured.

Step‑by‑Step Instructions

1. Enable Disposition Feedback in Your Flow:
   • Open your flow and navigate to the Recipient Step settings.
   • Enable the disposition feedback option so that feedback events can be generated when the lead outcome is determined.

2. Configure Field Mappings for Feedback:
   • In the field mapping settings, ensure that the system-generated Event ID is mapped (required).
   • Map the feedback type field to accept values such as “conversion” or “return.”
   • Optionally, map a “reason” or “comment” field for additional feedback details.

3. Set Up the Feedback API (if using API):
   • Provide your technical team with the Feedback API endpoint:
   https://app.leadconduit.com/feedback?event_id={event_id}
   • Instruct the team to send a POST request with the required parameters: “type” (conversion or return) and an optional “reason.”

4. Configure CRM‑Specific Disposition Feedback:
   a. For LeadPerfection Disposition Feedback:

   • Open the LeadPerfection integration settings within your flow.
   • Enable the disposition feedback mode and map the required fields (such as conversion status and any additional custom fields).
   • Save your configuration and verify that test leads generate the proper feedback events.

   b. For Salesforce Disposition Feedback:

   • Navigate to your Salesforce integration settings in your flow.
   • Enable “Conversion Feedback” by selecting the option to capture key fields (e.g., Opportunity Stage or Lead Status).
   • Map these Salesforce fields to the corresponding feedback fields in your flow.
   • Save and test by updating a lead’s status in Salesforce and confirming that a feedback event is recorded.

5. Save and Test the Configuration:
   • Save all changes to your flow.
   • Submit test leads that mimic both conversion and return outcomes.
   • Verify in the Events tab that feedback events show the correct disposition type and reason.

Expected Result:
A feedback event is recorded in LeadConduit showing whether the lead was marked as “conversion” (with details such as sale completed) or “return” (with a reason such as “wrong number”), and the event can be forwarded to the lead source if configured.

Validation & Monitoring (optional)

• Test the Setup: Submit test leads and simulate both conversion and return scenarios. Verify that each feedback event is accurately recorded with the correct disposition type and reason.
• Where to Monitor?: Check the LeadConduit Events tab and integrated CRM dashboards to review feedback events and ensure that pricing and volume cap rules are reacting as expected.

Best Practices

• Use consistent, standardized feedback types (e.g., always use “conversion” for successful outcomes and “return” for rejections)
• Always include an informative “reason” with return feedback to troubleshoot quality issues
• Test feedback handling regularly to ensure field mappings and CRM integrations are correctly configured
• Document your feedback configuration in internal runbooks and share with both technical and marketing teams
• Use feedback data to refine acceptance criteria, volume caps, and pricing rules over time

Troubleshooting

Frequently Asked Questions (FAQ)

What is disposition feedback?

Disposition feedback is the process by which lead recipients report the final outcome of a lead—indicating whether it converted successfully or was returned—back to the lead processing system.

Why is disposition feedback important?

It provides critical insight into lead performance, enables dynamic pricing and volume adjustments, and supports integration with CRMs to optimize follow‑up and reporting.

How do I use disposition feedback in my flow?

Enable disposition feedback in your Recipient Step, configure the necessary field mappings (including Event ID, type, and optional reason), set up the Feedback API or CRM integrations, and test to confirm proper recording of feedback events.

Which CRMs support disposition feedback?

Disposition feedback is currently supported by major CRM platforms such as Salesforce and LeadPerfection.

How do I use LeadPerfection Disposition Feedback?

In the LeadPerfection integration settings within LeadConduit, enable the disposition feedback mode, map the required fields (such as conversion status), and test the configuration by simulating feedback events.

How do I use Salesforce Disposition Feedback?

Enable “Conversion Feedback” in the Salesforce integration settings, map key Salesforce fields (like Opportunity Stage or Lead Status) to the feedback fields in your flow, and verify by updating lead status in Salesforce to ensure that feedback events are generated.

Glossary

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