Source Wizard
The Source Wizard is a simplified tool for creating lead sources in the boberdoo system without dealing with complex advanced options. It guides users through three easy steps: selecting the type of source, configuring basic settings, and reviewing a summary of the created source. For full source definitions, see our Lead Source Definitions page.
How To Use The Source Wizard
First, to get to the Source Wizard, you will need to head to Settings, then Sources/Vendor Settings. From there, select which leadtype you would like to create a source for. Then select the Source Wizard button to begin. The Source Wizard is broken down into 3 different steps: type of source, source settings and a summary.
Step 1: What kind of source do you want to create?
Source Types
Post a lead from your web property: This is for leads that are generated through a web property such as a website form.
Direct post from a vendor: This is for leads that were bought directly from a vendor.
Ping post from a vendor: This is for leads that were bought in a ping post environment.
Step 2: Source Settings
Basic Settings
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.
Vendor: This dropdown allows you to associate a specific vendor with the leads from this lead source.
Lead Distribution
Partners per lead: Enter the maximum number of times you want to sell a lead from this source. For exclusive only leads, enter 1. For non-exclusive leads, this field may also be referred to as legs or slots.
Pricing
Lead cost: Enter the price-per-lead that you are paying to the lead seller.
Maximum best price offer limit: 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.
Premium Profit Margin
This feature sits at the end of the profit margin calculation and gives you the ability to add or subtract from the resulting bid. You can set it to be percent value or absolute dollar value. The formula is: [Offer for Vendor] = [Lead Price] - [Profit Margin] + [Premium Vendor Margin].
Quality & Cost Controls
leadQC: Determines whether the optional add-on, leadQC, is used for this lead. leadQC checks the data points submitted by the lead against 30+ databases and scores the lead.
Set unmatched leads cost to $0: If set to 'Yes,' any unmatched post will have its Cost value reset to 0.00.
Set manual review leads cost to $0: If set to 'Yes', any post that goes through a manual review check will have its Cost value reset to 0.00.
Step 3: Summary
From here the source that has been created will be added to the Source/Vendor Settings page. Additionally, you can use an existing API Key for the vendor that was selected, or you can create a brand new one.
Next Steps
You can download a PDF from the summary page that outlines the new source specifications. You may notice that you need to log into Secure Mode to access this PDF. Follow the PDF or give it to your developer to connect your source and test appropriately. If you leave this page, you can always re-download the PDF from the Source/Vendor Settings subtab. Be sure to delete the PDF after connecting and testing for security purposes.
Frequently Asked Questions
Sources (SRCs) are your main tracking variable that allows you to identify where leads are coming from. They are used for tracking and routing purposes. The Source Wizard is a simplified way to create sources without the advanced configuration options.
Head to Settings, then Sources/Vendor Settings. From there, select which lead type you would like to create a source for. Then select the Source Wizard button to begin.
You can create three types: leads from your web property (e.g. website forms), direct posts from a vendor, or ping posts from a vendor.
Depending on the source type selected, you can configure the source name, vendor, partners per lead, lead cost, maximum best price offer limit, premium profit margin, leadQC, and cost reset options for unmatched or manual review leads.
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