Hours of Operations

Feature Snapshot

Summary:
LeadConduit Hours of Operation lets you control your lead processing by restricting your flow to a predefined weekly schedule. In essence, you set the days and times during which leads are accepted, and any leads submitted outside these hours are automatically failed with a clear explanation.

Key Benefits:

• Ensures that leads are processed only during your business hours, reducing mismatches in lead follow‑up.
• Provides immediate and descriptive failure responses to vendors, preventing confusion regarding off‑hours submissions.
• Integrates seamlessly into your LeadConduit flow with an intuitive scheduling interface, allowing for both single and multiple operating periods.

Typical Use Cases:

• Accepting leads solely during standard business hours (e.g., Monday–Friday, 9:00 AM–5:00 PM).
• Preventing processing of leads during off‑hours, weekends, or holidays, ensuring lead follow‑up aligns with staffing availability.
• Displaying your active operating hours on Submission Documents so vendors have a transparent view of when leads are accepted.

How the LeadConduit Hours of Operation works?

When you enable Hours of Operation on your LeadConduit flow, a scheduling interface is activated that applies a predefined weekly schedule to your lead submission process. The configured operating hours appear within the Submission Documents provided to vendors. If a vendor pings the system or submits a lead outside these active hours, the system intercepts the request and automatically fails the submission with a corresponding error message tailored to indicate that the submission was made outside of your operating window.

Step‑by‑Step Instructions

1. Open Your Flow for Editing
   Launch the LeadConduit flow editor where you manage your lead processing.

2. Locate the Calendar Icon
   Find the calendar icon near the top of the page. If no schedule is currently enabled, this icon will appear in a greyed‐out state.

3. Click the Calendar Icon to Open the Schedule Configuration
   Clicking the icon opens the scheduling dialog where you can set your operating hours.

4. Enable the Schedule
   Toggle the “Schedule Enabled” option to activate the scheduling. Remember, the schedule is not active until you save the flow.

5. Select the Appropriate Time Zone
   Choose the correct time zone for your business. The schedule defaults to your account’s time zone, but you can adjust it as needed.

6. Toggle Individual Days
   Click the toggle for each day of the week to mark whether your business operates on that day.

7. Set Start and End Times
   For each enabled day, specify the start and end times during which your flow will accept leads. If your operations run continuously, select the 24‑hour option.

8. Add Additional Open Periods if Necessary
   If your business breaks into multiple sessions during a day (e.g., open in the morning, closed for lunch, open in the afternoon), click the plus icon to add extra time segments.

9. Save Your Schedule and Flow
   Click “Save” within the scheduling menu to store your settings, then save your entire flow to apply these changes.

Expected Result:
Once saved, your operating schedule becomes active. The Submission Documents shown to vendors now display your designated operating hours, and any lead submissions or pings occurring outside these hours will automatically be failed with a precise failure message.

Validation & Monitoring (optional)

• Test the Setup:
  Submit test leads during the designated operating hours and verify that they are processed normally. Then, submit leads outside the set hours and ensure they fail with the appropriate error messages.

• Where to Monitor?:
  Check the Events tab in LeadConduit to review logs showing rejected leads and feedback indicating submissions outside operating hours.

Best Practices

• Always verify that the time zone in your schedule accurately reflects your local business hours to avoid unintended rejections.
• Regularly update your operating schedule to account for holidays, special events, or changes in business hours.
• Clearly communicate your active operating hours in your Submission Documents so vendors are aware of when lead submissions will be accepted.
• Test your setup at the boundaries of your operating periods (e.g., exactly at opening or closing times) to verify proper enforcement.

Troubleshooting

Frequently Asked Questions (FAQ)

What is Hours of Operation in LeadConduit?

It is a feature that lets you define a weekly schedule specifying when your flow accepts leads. Leads submitted outside these hours are automatically failed with a message indicating they were submitted off‑hours.

Why is Hours of Operation important?

It streamlines lead processing by ensuring that only leads submitted during periods when your team is available are accepted. This minimizes the risk of operational delays and improves overall lead quality.

How do I use Hours of Operation?

Enable the feature by clicking the calendar icon in your flow’s editor, configure your preferred operating days and times, toggle the “Schedule Enabled” option, and then save your flow. Once set up, Submission Documents will display the active hours, and any off‑hours lead submissions will be automatically rejected.

Can I configure multiple operating periods in a single day?

Yes, if your business has split operating sessions (such as a morning session and an afternoon session separated by a break), you can add additional time periods using the plus icon in the scheduling menu.

Glossary