New Client Setup
Welcome to your boberdoo.com lead distribution system! The following steps will walk you through the very basic setup of the system. We recommend that you use this walkthrough to set up test sources, test partners, and to submit test leads. This will help you get better acquainted with the system without inputting real sellers, buyers, and leads from the start. We can always wipe your system clean before you go live. However, this will remove everything from you system so be sure to have us do this before you set up too many real buyers and sellers or send live traffic through the system.
When you first log into your boberdoo system, your first task is to view and confirm your lead types and each of their fields. Go to Settings>Lead Types. Each of the lead types that we have built out for you is listed here. Click on your lead type and confirm the field names, values and whether they are required or optional. If your lead type is incorrect, please open a support ticket and specify the exact errors. We will make all changes for you. You will not be able to correctly post in or out of the system until your lead type is built to your requirements.
Once your lead types are confirmed, your next step is to create a source or SRC for your incoming leads. Go to Settings>Source/Vendor Settings and select the lead type for which you would like to create a source. Next click Add New Source and adjust the settings to your preference. You can find a link to our Source definitions page in the header. For our initial testing purposes, simply name your Source and make sure it is set to Active. For a more indepth review of sources, watch our source videos.
Now that you have created a source for incoming leads, you need a partner (lead buyer) to receive those leads. Go to your Partners tab (may be called Buyers, Clients, etc. in your system). Next, click the Add New Partner button and follow the steps to create a partner account. We encourage you to create a test partner to start as you get acquainted with the system. Once the account is created it will appear in your Partners tab. If the account status for this partner is Not Active, click the red icon to activate the account. Your next step in setting up a partner is to create a filter set. To do this, click the Lead Filter Set button in your Partner’s Tools column. Next, select the same lead type from the dropdown that you used in step 2 and click the + sign to add a new filter set. From here you can set the custom business rules that determine which leads can be sold to this Partner. For a description of each filter set option, read our filter set definitions page located in the header of the filter set or watch our video on creating a filter set. For our testing purposes, simply name the filter set and make sure the source you created in step 2 is selected as one of the Accepted Lead Sources.
Finally, you need to give this partner available funds to receive leads. To do this, edit the partner account you created and in the left hand navigation column, select Invoicing/Billing. This is where you configure your partner’s billing settings. To watch our video on adding funds to your Partner’s account, click here. The easiest way to give your partner available funds is to allow them to buy on credit. To do this, either give this partner a credit limit or set their account to “No limit”. Once your Partner has available funds, they are ready to receive leads.
Now that you have created a source for your incoming leads and a partner to buy these leads, it’s time to send a test lead through the system. To do this, go to Forms Manager>Manual Entry Form. Make sure the lead type chosen is the same that you used to build both the source as well as the partner’s filter set. Next, fill out the manual entry form. For the SRC field, select the source you created and in the Landing Page line enter any URL. After you submit the lead, a response will appear above the form. If the response is “Matched”, the lead was successfully sold to one of your Partners. If the responses is “Unmatched”, the lead entered the system, but failed to sell to one of your Partners. If the responses is “Error”, the test lead failed to enter the system. Finally, click on your Leads tab and choose the lead type you sent your test lead through. From here you can see how much the lead cost you, how much it sold for and to whom. There are a number of tools in on this page that you can explore further through our leads page tools video.
Now that you’ve successfully submitted a test lead, the last step is to set up your lead system notifications. Go to Settings>Webhooks/Notifications. Here you’ll see about 50 different events that take place within the system. This is where you can build a notification to be sent to the appropriate party whenever the event takes place. This also functions as your autoresponder should you want to send an email to the lead itself. Go to event 15 New Lead - matched. Build your autoresponder email here using the magic strings provided. You can also add any cross offers to this autoresponder to drive traffic to another lead type or offer. To watch our Notification Manager video, click here.
You can also click below to download our Introduction Manual, which will get you started in the right direction.
Now that you have completed the basic walkthrough, we encourage you to explore the system in greater detail. Spend as much time as you can digging into various tabs and features. As you do so, make note of anything that is not clear or that you would like to dig into deeper with us. We will use this information to guide your initial training call. We have found that our clients who spend more time in the system before the training call tend to learn the system much faster and get their system live much sooner. When you are ready for your initial training, open a ticket and let us know. We will get that scheduled as soon as possible.