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.
Delivery Frequency
Delivery frequency refers to how often the data will be pushed to your integrated platforms (e.g., your CRM). The default is every five minutes, but you can also choose:
- 15 minutes
- 30 minutes
- Hourly
- Daily
There are a couple of reasons you might want to delay delivery. First, if you are receiving the data manually or downloading it manually, you might not want to be bombarded by leads all day. Also, if you are using negative page filters, delaying delivery will give visitors more time to hit a page that you don't want to collect leads from (e.g., a Thank You page).
Page Filters
This option when selected, allows you to specify one or more URLs or partial that a visitor must visit in order for LeadPost to deliver the lead. For example, if you only want leads who have visited your services page. You might add a page filter for /services/.
Negative Page Filters
If you want to exclude visitors that visit particular pages, you can do that here by selecting Exclude Visitors Who Visit Specific Pages. For example, if you don't want to be charged for leads that submitted a form on your website, you could add the URL or partial URL of the confirmation page or pages that they are redirected to after successfully submitting a form.
Any Questions?
Please don't hesitate to reach out to us at support@leadpost.com if you run into any issues.