Overview
This feature allows you to pre-define certain parameters that are part of every Lead Insert process so that Lead Vendors cannot insert Leads that do not meet your Lead Insert Criteria.
From here you can define portions of the insert configuration for Leads that are posted to your account and prevent those settings from being overwritten in order to prevent a Lead Vendor from inserting Leads to Lists that should not be inserted.
- Lead Post API checks for the required fields, retrieves Non Asset options from Lead Post Criteria using the Criteria Key, constructs the complete set of parameters, then calls the Lead Insert API.
Contents
Read More:
Lead Post Criteria
- Click the Apps menu.
- Click the Lead Post Criteria menu option.
- Click the +New Filter button to create a Lead Post Criteria entry.
The Add Lead Post Criteria page will open.
In the Lead Post Criteria section of the this page there two (2) fields:
-
Name
Create a name for this configuration of criteria.
Max. 30 characters. -
List
Select the List to which this Criteria configuration applies.
Active Lists only.
The Non Asset Options section contains criteria used by Lead Post API when inserting Leads.
Non Asset Options
| Check_Dup: | Check to see if a duplicate exists |
| Check_Dup_Archive: | Whether or not to check for duplicate lead phone number in Archived Leads ('check_dup' must be enabled and this filter is applied across the entire account) |
| Dup_Lead_Age: | If the lead is found, the number of days required to have been completed before the lead insert will be allowed |
| Check_DNC: | Whether or not to check the lead phone number for Do Not Call (DNC) list (Only if campaign set to "Ignore rules/filters and insert into hopper to dial immediately") |
| Check_Wireless: | Whether or not to check the lead phone number for Wireless list |
| Hopper: | Whether or not to insert the lead into the Hopper |
| Hopper_Priority: |
Hopper priority level. Value range is from 0 to 99. Default is 99 |
| Hopper_Expires_In: | In how many minutes hopper will be expired (max value is 300) |
| Blueinkdigital_Token: |
This token is used to fetch the leads Phone Number from Blue Ink Digital (Requirement: to store this token, a dedicated form field is needed before using this integration. To set this go under Apps -> Blue Ink Digital and define a form field which is of data type 'text') |
| Reject_By_Carrier_Type: | This field is used to reject leads based on one or more carrier types. The optional values are the following and can be joined in conjunction, separated by a comma. (Example: MOBILE,VOIP or LANDLINE or VOIP,LANDLINE etc.) |
| Filter_Phone_Code: | This allows you to strip the country code out of the primary phone number and place it into the phone_code field. It's commonly used incase the phone number passed to the api contains the country code |
Insert Update Options (Optional)
| Update_If_Found: | Whether insert as new contact or update if 'Lead ID' or 'Phone Number' found. |
| Search_Campaign_ID: | The Campaign ID to search within when "update_if_found" is true |
| Search_List_ID: | The List ID to search within when "update_if_found" is true (takes priority over search_campaign_id if both are passed in) |
| Update_Order_By_Last_Called_Time: | In case a duplicate is found, find the 'Phone Number' by the order of Last Called Time 'ASC' or 'DESC' |
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