Lead Source (SRC) Definitions

Source Name: This is your main tracking variable that allows you to identify where the lead is coming from. It is used for tracking and routing purposes. The Source Name is referred to as "SRC" in code. Examples: Google, CommissionJunction, Affiliate123-Email.

Vendor: This dropdown allows you to associate a specific vendor with the leads from this lead source. When a vendor is logged into the Vendor Admin section, they can see all the leads from the SRCs to which they are attached.

Active: This switch makes the lead source eligible to send leads through the boberdoo system when yes is selected. If no is selected, the system will respond with an error.

Manual Review Check: This switch determines whether a lead is automatically processed and distributed to lead buyers or if it is held up at the Leads tab until some further action is taken internally. boberdoo clients that have staff to verify/qualify leads utilize this feature, although others use it to spot check 3rd party lead sellers for quality control.

This switch determines whether the option add-on, leadQC, is used for this lead. leadQC is an automated system that checks the data points submitted by the lead against 30+ databases and scores the lead. Those that fail are automatically placed into manual review. Some boberdoo clients use leadQC on every lead, some only in certain lead types and others use it to help determine the quality of 3rd party traffic.

leadQC Override: If 'Yes' is selected on leadQC Check, this switch will override the placement of a lead that failed leadQC into manual review and follow normal distribution rules.

Return leadQC Results: If 'Yes' is selected on leadQC Check, this switch will return the results of the leadQC check in the response back to the lead seller.

Cost: Enter the price-per-lead that you are paying to the lead seller. For example, if you are paying a 3rd party $5.00 per lead, enter $5.00 here. For ping post dynamic sellers, enter $0.00.

Reset Cost on Unmatched: If set to 'Yes', any post that comes into your system and shows on your Leads page as Unmatched, it will have its Cost value reset to 0.00.

Partners per lead: Enter the maximum number of times you want to sell a lead from this source here. For exclusive only leads, enter 1. For non-exclusive leads, this field may also be referred to as legs or slots. This field can be overridden in a partner's filter set using the 'Exclusivity' dropdown.

Post Response Time: This is the time (in seconds) you have to return a response when a lead is posted. The value of this field needs to be discussed and agreed upon between you and your vendor. If this is an internal or non-ping post source, enter 60.

Ping Response Time: This is the time (in seconds) you have to return a response when a lead is pinged into the boberdoo system. The value of this field needs to be discussed and agreed upon between you and your vendor. If this is an internal or non-ping post source, enter 60.

If you are paying your vendor dynamically for each lead, this must be set to 'Yes' or 'Yes, but sold non-exclusively'. This switch tells the boberdoo system to compare the bids of eligible filter sets, carve out a profit margin and respond back to the lead seller with your best bid. For ping post dynamic sellers only.

If 'No' is selected, the system will not perform this action. If 'Yes' is selected, the system will take the best single bid and return it to the seller. If the lead fails on the post to the partner with the original best bid, an error response is returned. If 'Yes, but sold non-exclusively' is selected, the system will attempt to sell the lead to the next highest bid on failure.

Return Static Cost: If 'Yes' is selected, this will return the static value that is set in this SRC's 'Cost' field.

Maximum Bid: This field allows you to cap your bids back to a lead seller at a specific amount. This ceiling is a protective measure in case of a typo in the Lead Price of a filter set, but can also be used to increase profit margins if a maximum bid to win the lead is known.

Premium Vendor Margin: This feature adds or subtracts from the resulting bid calculated from the partner filter set. You can set it as a percent value or an absolute dollar value. Only for use when 'Return Best Price' is set to yes or yes, but sold non-exclusively. The formula is: [Offer for Vendor] = [Lead Price] - [Profit Margin] + [Premium Vendor Margin].

Allow Negative Margin: If set to 'No', a lead will never sell if the Cost is greater than the Price. If set to 'Yes', this overrides the profit margin calculation and sells a lead even if the Cost exceeds the Lead Price.

IP Check: This switch determines whether the system will check the IP of the lead against an allowed or denied IP list.

Allowed IPs: This feature gives you the ability to only allow leads from the lead source to be submitted from specific IP addresses.

Denied IPs: This feature allows leads from the lead source to be submitted from all IP addresses except those entered.

Auto Correct Values: If set to Yes, the system will automatically attempt to correct bad values. For example, if the allowed values are 'Yes' or 'No' and the lead comes in with 'Y', it would attempt to correct it to 'Yes'. This is a programmatic guess, so it is not 100% accurate.

Archive Source: This switch removes the lead source from all views in Source/Vendor Settings, partner filter sets, and reports. It does not remove leads from the Leads tab. This is as close to deleting a source as you can.

Success/Error Response: Changes the response from Matched/Unmatched/Error to only Success/Error. Only select 'Yes' if a 3rd party lead seller requires the word 'success' in the response.

Success on Manual Review: Returns a success response even if Manual Review Check is set to yes. Only used when Success/Error Response is set to yes.

Success on leadQC Fail: Returns a success response even if the lead fails leadQC. Only used when Success/Error Response is set to yes.

Response Type: Determines what kind of response the boberdoo system returns on a lead submission.

Include Sale Price in Response: Includes the total sale price of the lead in the response.

Allow Skip Dupe Check: If set to 'Yes', allows the Vendor/Source to submit 'Skip_Dupe_Check=1', overriding the default duplicate check for that lead.

Auto Delete Unsold Leads: If set to 'Yes', any unsold post will be automatically deleted/removed from view.

SRC Labels: Optional ways to classify or segment SRCs.

Vendor Decline/Refund Notification: Gives you the ability to notify the vendor when a lead is declined and/or refunded. The Lead Delivery Type is the method by which you want to notify the vendor.