Deliveries explained

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What is a delivery?

A delivery where leads are individually sent from your LeadByte campaign to another party. This other party may be a buyers remote system, your dialler or even another LeadByte campaign within your own account. Using the options described below you are able to fine tune which leads go to which delivery and how/where they are sent.

Manage Deliveries
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Under the Manage deliveries tab you are given an overview of all Active, Inactive and Saved Deliveries. You also create new campaigns from this page. A delivery will remain under the saved tab until you have successfully tested it. Once this has been completed it will move from Saved to Inactive where you can enable it when ready.

 

Add New Delivery/Edit Delivery

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Trigger 
Lead Based (THE MOST COMMON)
Deliver a lead when it enters your campaign and matches the criteria / rules of the delivery.

Manually using REST API (TECHNICAL WARNING!)
This should ONLY be used if you want to trigger a delivery from a script you control.  Speak to support if you are unsure.

Reference
This is what your delivery will be called on reports or when searching the system

Campaign
Select the campaign that you want to link this delivery too. You can link multiple deliveries to a campaign.

Deliver to
This is the method for delivering the lead.  Your options are: 
Deliver to another "LeadByte Campaign"
Use this if you want to send the lead to another LeadByte campaign.
Deliver to "Another system"
Use this if you want to deliver the lead to an external system (CRM, Dialler or GoogleSheets)
Deliver via "Email"
Use this if you want to deliver leads to an email address (or multiple)
Deliver via "SMS"
Use this if you want to deliver leads to an SMS.  Please check with support that you have permission
Assign Only
Use this if you want to assign a lead without actually delivering the lead anywhere.  This would most commonly be used if you want to assign a lead to a Buyer (client) and have them login and download their leads OR you want to use Webhooks to deliver the lead to i.e. Zapier.

Remote system 
When you want to deliver leads to another system, you have the option to select the remote system / method (i.e. JSON, XML, POST/GET). It's always worth looking through this list to see if we've created a custom integration for the system you're trying to deliver to (eg SalesForce or Connex). Reach out to us with any questions on these integrations.  If you are delivering to another system ask your point of contact for an integration guide (this should be provided).

URL
Enter in the URL that you are posting the lead to.

Pause between
If you select 5pm-8am any leads received between these times will not be delivered until 8am.  The delivery is paused, leads are queue until 8am (in the example)

Buyers & Financials
If you are delivering leads to a Buyer (client) you will need to select the Buyer here.  This is important if you want to track which buyer the lead has been assigned to and the revenue.  You have three options for associating Revenue

Revenue on accept
This is the most common.  The revenue amount will be assigned when the delivery is successfully triggered.  If the lead is being delivered to a remote system, it will be if the remote system responds with the success code.

Dynamic Revenue
This would only be used when delivering to a remote system.  If you Buyer will respond with a revenue value, this can be captured and stored. 

Check this article for more information.

Rule based
IF you want to associate revenue against a lead based on specific data, this option would be used.  For example, you may get paid 10.00 if the lead is Female and 5.00 if the lead is male (defined off the Gender field).

Caps
Use caps if you want to restrict the number of leads that should be delivered.  For example, you may have an agreement with your Buyer that they only want 5 p/day with a total order value of 100.  You would enter 100 in the Total caps box and 5 in the Daily caps box.  For further info on Delivery Caps please click here.

Custom Data Mappings
This defines WHAT you want to deliver i.e. Name, Email, Telephone and in what format i.e. UPPERCASE, Telephone in International Format.  In the case where you are delivering leads to a remote system it is the OUTPUT FIELD which determines the name of the field.  For example, if a client wanted Email to be "Email_Address", Email_Address would be entered into the output field.  Under "Options", you have the opportunity to translate the data.  An example of this would be making Last Name UPPERCASE or making Telephone number in International format.

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Add New Mapping
This will enable you to add a new mapping.

Input Field
This is your campaign field you want to deliver.

Output Field
This is the name of the field you want to deliver to the client

Static Value
Anything which is in this field will be posted out with each delivery. For example, it may be a password/key or an additional field that you do not collect on the campaign such as a broker code that the remote system has assigned to you.

Sample Value
Sample values are used for testing purposes. Standard fields are populated for you however, you will need to enter in sample values for any additional fields or field mappings you create

Options
Advanced options for each mapping. Here you can translate values, set a format (eg DD/MM/YYYY needs to be posted out as YYYY-MM-DD) or make Last Name UPPERCASE.  Further example here: https://support.leadbyte.co.uk/hc/en-us/articles/360045848032


Delivery Settings
This section allows you to alter the scheduling of your lead delivery. You can delay the delivery of leads coming into your campaign by anywhere between 10 minutes and 1 week. 
Please note this will not work if your delivery is part of Advanced Distribution.

Rules
Rule determine if a delivery should be triggered.  For example, if your Buyer only wants leads within a specific postcode / zipcode range you would create a rule for this.  You can read more about rules here

Remote System Response
Here you should enter the responses from the remote system (both success and reject messages). These responses can be taken from an integration guide you receive from your remote system. In some cases a remote system will send back multiple success codes.  You can mark more than one response as success in the system as shown in the example screenshot below.

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TIP - be sure that if you use keyword that the word used in a success response code is not used in an unsuccessful response code (it happens a lot)

Trigger SMS/Email when Delivery successful
Let's say you deliver HIGH VALUE leads to your Buyer's CRM but they want to be sure that they are "on it".  You have the option to send an email and/OR SMS when the lead has been successfully delivered.  See image below.  Remember, this is a billable service.

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Advanced Settings
Some remote systems require certain fields to be posted out in the header of a message. The screenshot below shows an example where the remote system needing an API key to be posted in the header.

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SSL cipher list
A cipher code may be required if the remote system you are posting to uses cipher suites as a security protocol on their network.   When testing, you would likely see the error message "Cannot communicate securely with peer: no common encryption algorithm(s)" if cipher suite is installed and you have not entered in the value.  The client should provide this.  You can use this site to see if the system you are posting to uses Cipher suite: https://www.ssllabs.com/ssltest/ and obtain the cipher suite being used.  From this, you can obtain the cipher value on this site: https://unix.stackexchange.com/questions/208437/how-to-convert-ssl-ciphers-to-curl-format

The remainder of the settings are for advanced users but feel free to reach out to us if you have any questions

Test Delivery
In order to set move a delivery from Saved to Inactive you'll need to send a test delivery to make sure it's working. This prevents you from enabling a delivery which doesn't work! The test lead sent contains the sample values from the mappings section detailed above

Using TAGS
This is relevant if your delivery is Email or SMS (including sending an email/SMS on successful delivery to a remote system).  See the image below, It illustrates how to customise an email delivery using tags.

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