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LeadManager: How To: Generate A Posting URL  

 

TOPICS COVERED IN THIS ARTICLE:

  • How to generate a posting URL for lead providers

 

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

STEP BY STEP INSTRUCTIONS:

 

  • Note: Posting URL’s are endpoints or destinations for lead data delivery

 

  • The below steps explain how to generate a posting url for common lead providers and Velocify partners, such as Lending Tree or Zillow.

 

  • Not all lead providers are listed within the LeadManager. If you do not see your lead provider listed please contact our support team.

 

  • If you need to create a custom posting url for a webpage or new lead provider, please contact our support team.

 

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

Under Administration, click on Campaigns

 

 

 

Select Add New Campaign to create a new campaign that will hold leads from this provider

 

 generate_posting_url2.jpg

 

 

Enter all necessary information for your new campaign, including Title, Alternate Title, Type, Email, Notes, etc. For more details on these fields and on adding a campaign, please see the related article.

 

 generate_posting_url3.jpg

 

Click on Active to activate the campaign

 

Select the lead provider from the Provider dropdown

 

 generate_posting_url4.jpg

 

Click Submit

Once back on the main Manage Campaigns page, select the Delivery Instructions/URL link next to the new campaign and copy and paste the highlighted area into an e-mail.

Send the URL to the lead provider, and they will be able to start sending leads directly to your database

 

  • NOTE: If the provider is not listed, please continue to create a campaign for your leads. Then email support@velocify.com with the name of your lead provider and the ID of the new campaign, and our support team will provide the posting URL.

 

  • NOTE: Requests for a URL can only come from an administrator on the account. If you are a lead provider, please contact the company's administrator.

 

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