In Step 2 of the Quick Start Guide, you'll choose the data you receive. There are a lot of different options here and it might seem a little overwhelming, but we'll walk you through each field and option one by one.
The first option is data priority. This tells us what data must be included in your leads. If a record doesn't include your required data, you won't receive it or be charged for it.
There are three options.
- Name & Address, Email Where Available. If you select this option, we will only send leads that include a name and mailing address. We will include the email address when it is available, but if an email address is not available, you'll still receive the lead and it will count against the monthly leads included in your plan.
- Email, Name & Address Where Available. If you always need email, this option will only deliver leads that include an email address. Names and mailing addresses will be included when available.
- Name, Address & Email Required (May Reduce Volume). The third option requires both name and address as well as email. This could reduce your match rate by about 10 to 15%, but if you always need all three, that's the option to choose.
Delivery frequency determines how often LeadPost will push the data to you. The default is to send new leads every five minutes. That means that every five minutes, we're going to deliver any new leads that have been identified to you.
The other options include:
- Every 15 minutes
- Every 30 minutes
If you are receiving your leads and processing them manually, you might want them delivered daily so you aren't bombarded by all the leads that come in.
You should also consider delaying delivery if you're using any filters.
For instance, if you want to exclude people that visit particular pages, (e.g., a checkout page or an order confirmation page) if you set delivery every five minutes, that might not leave enough time for them to actually hit that page and be excluded.
There are three filters you can use to refine the data you receive.
- Geo Filters
- Page Filters
- Negative Page Filters
Note: These filters may reduce the number of leads you receive.
If you are in a regional business or have an area of coverage that you want to target, you can use geo filters to filter by ZIP code or state. Just enter the ZIP codes or state abbreviations from which you want to receive leads.
The list can be as big or as small as you want. Once you input your list, you will only receive leads from those states or ZIP codes.
By default, LeadPost will attempt to identify anybody that visits any of the pages where you place the LeadPost pixel.
If you decide to place the pixel globally and only want to target people that visit particular pages, you can add page filters. You can enter exact or partial URLs. For example, if you have multiple checkout pages, but they are all in the format [YOUR DOMAIN].com/[PRODUCT NAME]/checkout (e.g., store.com/rug/confirmation, store.com/lamp/confirmation) then you could enter /checkout/ to exclude all of those pages.
You can input multiple URLs or partial URLs.
Negative Page Filters
Negative page filters are the opposite of page filters. Visitors to the URLs you input here will be excluded from your campaign.
For example, if you have an eCommerce site and you want to exclude anybody that visits the order confirmation page, you can do that with a negative page filter.
Just like the page filters, you can use partial URLs as well. For example, if you are using page filters to target people who visited your checkout page, but you want to exclude people who successfully checked out, you could add your confirmation page URL or URLs here.
If you have existing customers or subscribers that you want to suppress, you can add them to a suppression audience so you're not paying for records for people that you have already identified.
There are times when you might want to collect data on existing customers or subscribers. For example, if you want to enrich that data with demographic data (e.g., net worth range) using our premium fields.
But if that isn't the case, you should suppress those records.
There are two ways to do that. You can create suppression audiences based on email addresses or the names and addresses of those customers. You can push your CRM data into LeadPost to keep that audience up to date.
The option controls when we will resend a record. The default is to resend a record when the platform identifies somebody again after 30 days. That means that if someone visits your website and LeadPost identifies the lead, that lead will count against your total for that month. Then, if they visit again in thirty days, we will send you the lead (including any updated data) and it will count against your total for that month.
Depending on your needs, you can change that to every 60 days, every 90 days, or never.
Thirty days is the default so that you have the latest information on the lead and can do any filtering or segmentation based on that up-to-date information.
As of now, we have about 11 different demographic appends that we can append to your records when available. They are:
- phone number
- automotive data
- household income range
- age range
- education level
- homeowner status
- length of residence range
- net worth range
- marital status
- presence of children
Just select which fields you'd like to append. Premium appends include an additional charge, but you will only be charged when the data is available for a record.
If you have any questions or issues, please email us at firstname.lastname@example.org.