What is Leadspedia?

It is a web-based performance marketing platform that allows users to capture, validate, and deliver leads, manage affiliates, track and route inbound calls, view real-time reports. 

LeadsPedia enables users to capture specific lead information through custom fields, which can be filtered by campaigns, offers, affiliates, or clients. Fields can be mapped based on the specific needs of their clients, to ensure leads match clients’ requirements. Duplicate check rules are customizable, with various combinations of data, including first and last name, email address, and phone number, and the ability to create rules based on the time frame in which duplicate lead generation forms are completed.

Note: You need to have an account with LeadsPedia to have a LeadsPedia API Key.
(Sample LeadsPedia API Key: 68a90737816b1c99597c497580e26703)

Once you have a LeadsPedia API Key, follow the steps below to set it up.

From the Admin page, click on Apps and select LeadsPedia.

 

Enter the LeadsPedia API Key and click on Save.

Note: System will not allow you to save the Leadspedia API Key if it's not a valid key. 

Click on the Close button 

Click on the Add LeadsPedia Plugin button to create a new LeadsPedia.

Configure the following options:

Name - Name of the LeadsPedia plugin
Plugin Label - Enter a label (ex: Click Here!, Get Result!, Get Quotes!, Submit!, etc..)
Offer - Check the options and definitions below.

• 1. First Scenario - Insurance (Post Transfer Distribute) Phone in Response - (DONE)
  On click will do a post to LeadsPedia, if the post was successful the transfer modal will be opened with one row with no buyer name and one button Dial, one click will do a 3-way call to the number that was returned from LeadsPedia, in case of failing a warning modal will be shown.
  
  
• 1. First Scenario - Insurance (Post Transfer Distribute) Phone NOT in Response - (DONE)
  (not needed, doesn't have numbers to transfer to)
  
  
• 2. Second Scenario - Insurance (Post Transfer Distribute) Advertisers + Phone in Response (DONE)
  On click will do a post to LeadsPedia, if the post was successful the transfer modal will be opened with one or multiple rows and one button Dial for each, on click will do another post to LeadsPedia, before the dial, in case the second post was also successful a 3-way call will be placed to the number that was returned from LeadsPedia, in case of failing a warning modal will be shown.
  
  
• 2. Second Scenario - Insurance (Post Transfer Distribute) Advertisers Only in Response (DONE)
  (not needed, doesn't have numbers to transfer to)
  
  
• 3. Third Scenario - Insurance (Post Transfer Manual Distribute)
  On click will do a post to LeadsPedia,, if the post was successful the transfer modal will be opened with one row with no buyer name and two buttons, Dial and Post Call Data, Post Call Data should be disabled until the Dial is clicked(won’t be, for now, will fix it tomorrow) on click to Dial will do a 3-way call to the number that was returned from LeadsPedia, in case of failing a warning modal will be shown. In case of click to the Post Call Data, the current lead will be posted to Leadspedia in case of failing a warning modal will be shown.
  
  
• 4. Fourth Scenario - Insurance (Post Distribute No Transfer) Advertisers in Response (DONE)
  On click will do a post to LeadsPedia,, if the post was successful the transfer modal will be opened with one or multiple rows and one button Dial for each, on click a 3-way call will be placed to the number that was returned from LeadsPedia, in case of failing a warning modal will be shown.
  
  
• 5. Fifth Scenario - Insurance (Call Verified)
  When clicked will do a post to Leadspedia, if the post was successful a green modal box with the returned message will be displayed, in case of failing a warning modal will be shown.
  
  
• 6. Sixth Scenario - Post Transfer Manual Distribute (Show Advertisers)
  (not working correctly right now, advertiser params are missing, can be skipped)
  

Campaign - These are the campaigns from LeadsPedia

Delay Seconds - Set a number of seconds to delay the process.

(Note: Once you created a LeadsPedia Plugin, the system will automatically create fields such as lp_affiliate_id, lp_lead_id, lp_campaign_id, lp_offer_id, lp_vertical_id for mapping fields.

If the field capacity of text fields is reached and LeadsPedia default fields didn't get generated. You will receive a Warning Message.)

The system automatically creates a custom field for LeadsPedia that you cannot delete or edit.

LeadsPedia Lead ID
LeadsPedia Affiliate ID
LeadsPedia Campaign ID
LeadsPedia Offer ID
LeadsPedia Vertical ID

 

Next is you need to map the fields from Convoso to LeadsPedia fields especially the required fields.

Note: You cannot map the field to multiple leads.

 

Click on the "set date format" link to select the format that you would like to display.

Select the Date Format from the dropdown and select on the Ok button.

Call Log Info mapping section is also available if you need to send or receive call log information.

 

You will also see the Extra Fields mapping section if you need to map the extra fields based on the user's custom fields.

 

Click on Apply once you are done.

 

Next is to add the LeadsPedia plugin to the Script.

 

Click on CRM and select Script.

 

From the Script List, click on the Script that you would like to configure.

 

Right-click on the element that you would like to add the LeadsPedia plugin and select Edit.

 

From the editor page, select the LeadsPedia that you created under Available Plugins.

 

Click on the Insert button to add the LeadsPedia plugin in the Text Field.

 

Click on Apply and this plugin will be added on the Script window on the Agent page.

 

How to delete the LeadsPedia plugin.

 

On the show plugins section, click on the action button of the LeadsPedia plugins and select "Delete"

 

A dependency window will appear that the LeadsPedia plugin is used on other applications. In order to delete the LeadsPedia plugin, you need to remove or unassign it from another application.

Click on the "View" button to redirect you to the settings where this LeadsPedia plugin is used.

 

Once the "LeadsPedia" is removed from another application, click on the "Refresh" button and it will ask you if you want to continue and delete the plugin.