LeadConduit Settings

Feature Snapshot

Summary:
LeadConduit Settings are the centralized configuration options within the LeadConduit platform that let you customize how leads are processed—from data normalization and dynamic pricing to feedback handling and integration behavior.

Key Benefits:

• Centralized control over lead data processing, pricing, and feedback mechanisms.
• Dynamic, rule-based configuration that enables automated pricing adjustments and quality assurance.
• Improved lead quality and consistent reporting by managing field mappings, acceptance criteria, and integration settings in one place.

Typical Use Cases:

• Normalizing lead data from multiple sources using standardized field mappings.
• Configuring tiered pricing rules to assign purchase and sale prices based on lead attributes such as geographic region, income level, or campaign.
• Enabling and customizing feedback settings so that recipients can report lead conversions or returns in real time.

How the LeadConduit Settings work?

LeadConduit Settings operate as the command center for your lead processing flows. Accessible via the Flow Management interface, these settings cover several key areas:

• Field Mappings: Define how incoming data is translated into standardized fields (inbound mapping) and how outgoing data is reformatted for external systems (outbound mapping).
• Pricing Rules: Use rules-based logic to assign or override purchase and sale prices dynamically based on lead attributes. These rules are evaluated in order—if a rule matches, its price is applied; if none match, a default price (typically $0) is used.
• Feedback Settings: Enable feedback options so that recipients can report conversions or returns. Feedback settings let you configure which feedback types are accepted, the associated validation rules, and how the feedback is delivered (real-time HTTP or batch methods).
• Integration & Flow Options: Adjust additional settings such as acceptance criteria, suppression lists, trusted form configurations, and integration parameters that control how leads are enhanced and delivered to external systems.

By fine-tuning these settings, you can automate decisions, protect lead quality, adjust financial flows precisely, and maintain compliance—all while keeping the process transparent and easy to manage.

Step‑by‑Step Instructions

1. Log into LeadConduit:
   Sign in to your LeadConduit account using your secure credentials.

2. Access Flow Management:
   Navigate to the Flow Management section from the dashboard to view your active lead flows and current settings.

3. Open the Sources step:
   For the desired flow, click the “Edit Flow” button and switch to the Sources step, where you can adjust Source-level and Flow-level configurations.

4. Configure Field Mappings:

   • In the Sources step, open the Inbound Field Mapping section.
   • Map every incoming field from each lead source (e.g., fname, email_address) to its corresponding LeadConduit standardized field (e.g., first_name, email).
   • Confirm that the mappings update correctly, ensuring consistent data flow into subsequent processing steps.

5. Set Up Pricing Rules:

   • Click on the Pricing option for the source you want to configure.
   • Create one or more pricing rules by selecting a field (e.g., State, Annual Income) and an operator (e.g., “is equal to”, “greater than”), then specify the price to assign when the condition is met.
   • Order rules from most specific to most general, and add a catch-all (default) rule at the bottom to assign a price for unmatched leads.

6. Enable and Configure Feedback Settings:

   • In the Recipient Step for lead delivery, click on the Feedback Settings icon.
   • Toggle on “Lead Returns” and/or “Lead Conversions” as desired.
   • Map the required parameters including the Event ID and any additional fields (like reason/comments) based on recipient and source needs.
   • Optionally, set validation rules (e.g., minimum lead age) to filter out unqualified feedback.

7. Adjust Additional Integration Settings:

   • Review and configure settings such as acceptance criteria, SuppressionList queries, TrustedForm options, and volume caps as necessary.
   • Ensure these settings align with contractual requirements and quality benchmarks.

8. Save Configurations:
   Click the “Save” button to commit all changes. Confirm that the system shows a successful update message and that the new settings are active immediately.

9. Test and Monitor:

   • Submit test leads through your flow and monitor the Events tab to ensure field mappings, pricing, and feedback settings work as expected.
   • Check that pricing rules correctly assign prices and that feedback events are recorded in real time.

Expected Result:
The flow displays updated configurations for field mappings, pricing, and feedback. Test leads receive appropriate price assignments and feedback events log correctly, confirming that all settings are applied as intended.

Validation & Monitoring (optional)

• Test the Setup: Submit sample leads with varying attributes (e.g., different states and income levels) to verify that the correct pricing rules and field mappings are applied.
• Where to Monitor?:
  • Check the “Events” tab to view detailed lead processing logs.
  • Review the “Reports” dashboard to monitor pricing, profit/loss metrics, and feedback statistics in real time.

Best Practices

• Regularly review and update your LeadConduit Settings to reflect changing business requirements or market conditions.
• Always include a default pricing rule to guarantee that every lead has an assigned price if no other rule matches.
• Document your field mappings and pricing logic clearly to maintain consistency among team members.
• Test new configurations in a sandbox or development environment before deploying changes to production.
• Use clear and descriptive reason values in feedback settings to simplify troubleshooting and support accurate reporting.

Troubleshooting

Frequently Asked Questions (FAQ)

What are LeadConduit Settings?

They are the configuration options within LeadConduit that control how leads are processed, including field mappings, dynamic pricing rules, feedback options, and integration settings.

Why are these settings important?

Properly configured settings ensure that leads are normalized, priced accurately based on quality or attributes, and routed correctly. This leads to higher lead quality, improved cost management, efficient feedback processing, and optimized revenue.

How do I configure my LeadConduit Settings?

Access the Flow Editing area, and configure field mappings, pricing rules, and feedback settings. Save your changes and test the flow using sample leads to ensure everything functions as expected.

Can I update my LeadConduit Settings after leads have been processed?

Yes, you can modify settings at any time; however, changes will only affect new leads submitted after the update. Historical lead data remains unchanged.

How do I know if my pricing rules and feedback settings are working correctly?

Submit test leads and monitor the Events and Reports tabs. Each lead event will display the applied price and any feedback events, ensuring your configurations operate as intended.

Glossary