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Marketing Campaign Lead Caps

Marketing Campaign Lead Caps

Owned by Rebecca Kornblum
Last updated: Oct 06, 2022
3 min read

Lead caps set a maximum number of leads that an agent can take from a single marketing campaign. Lead caps may be set for the following distribution types only:

  • Distribute All

  • Distribute Ring All

  • Distribute Agent - Round Robin

 

Lead caps may be set in two ways from the Lead Caps page:

  • For all agents within a marketing campaign

  • For a specific agent within a marketing campaign

 

Lead caps are a permission setting that requires an agent or organization to request access from the Insellerate Superadmin.

 

How to View Default Lead Caps for All Agents

  1. From the inLead drop-down menu, click Lead Caps.

     

  2. The Lead Caps page opens showing all marketing campaigns. For each campaign, the user can see the distribution group, distribution type, and default lead cap associated with that campaign.

     

How to Create Default Lead Caps for All Agents in a Marketing Campaign

  1. From the Lead Caps page, click inside the Default Lead Cap box of the campaign whose lead cap you would like to change.

     

  2. Type or use the up/down arrows to modify the number.

     

  3. The Default Lead Cap column displays the modified lead cap number for all agents within that campaign.

 

How to Create Custom Lead Caps for Specific Agents in a Marketing Campaign

  1. From the Lead Caps page, choose a name from the User drop-down menu to view a specific agent.

     

  2. The list of campaigns that opens includes only those that the agent has access to. The Custom Lead Cap column is now included for each campaign.

     

  3. Click inside the Custom Lead Cap box of the campaign whose lead cap you would like to change.

     

  4. Type or use the up/down arrows to modify the number.

  5. The Custom Lead Cap column displays the modified lead cap number for the selected agent within that campaign.

     

How to Set a Total User Lead Cap in User Registration

A total lead cap (limiting the total number of leads a user can receive each day across all campaigns) can be set for each agent within User Registration.

Lead Cap

  • A specified number is the maximum number of leads a user may have at a given time.

  • If the Lead Cap is left blank, there is no limit to the number of leads assigned/taken via distribution.

  • If the Lead Cap is specified as 0, a user will not receive any leads via distribution.

Open Lead Cap

A specified number is the maximum number of open leads a user can take per day.

Unassigned Lead Cap

A specified number is the maximum number of unassigned leads a user can take per day.

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