Setting up Lead Types

What are Lead Types?

A Lead Type is a subcategory/product that sits beneath a Lead Group

The Lead Group is your main category and controls what information can be captured - so all Lead Types within it share the same fields

Examples:

Insurance (Lead Group) > Motor, Motorbike (Lead Types)

Holidays (Lead Group) > Sun Destinations, City Destinations (Lead Types)

Adding a Lead Type

Go to Settings > Lead Groups > Lead Types >  Add New Lead Type and provide:

A name and description

Partner Referral options (click Show Partner Referral Settings)

Partner Referral

Lead types are not referable by default - you'll need to enable this manually.

Referral Method four delivery options:

Deliver Immediately - distributes leads as soon as they're received

Deliver Manually - lets you refer the lead to a specific partner

Set Appointments - allows an appointment date/time to be entered when referring

Telephone Transfer - used for Hot Key Transfers

Lead Type Default Cost - sets the amount charged to partners who add the Lead Type via Self Service. Cost can also be set per individual partner.

National Cost Variation - sets the lead value when referred to a partner with National Targeting.

Referral Scope - controls how many times a lead can be referred. A sub lead is created for each referral when Always allow referral to multiple partners is enabled, otherwise only after the first referral. Also applies to Set Appointments, where each partner can have a different appointment date/time.

Restrict Location Targeting- limits what location targeting a partner can select via Self Service:

Local - partner can only select local areas

National - partner can select all postcodes

Allow Partner Self-Service - lets partners add the lead type themselves via their portal.

Require FCA Authorisation - prevents partners from receiving leads of this type unless an FCA Authorisation number is present in their Partner Details.

Conditional Filtering

Allows you to restrict which leads are placed within the lead type.

Lead Actions

Add actions to lead types that trigger based on specific events - such as sending an auto responder or starting a workflow.