How to Pass your Decision Tree Tags via API or Webhook

Introduction You can now send all your Decision Tree Tags via API or Webhook You can use {_lead_tags} for sending them as a string with comma separated tag values or you can also use {_lead_tags_array} to send them as an array. NOTE: {_lead_tags_array} should not be enclosed with ” ” as it needs to be […]

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How to Resend Leads to Your CRM or Email Service Provider (ESP)

Introduction This article provides instructions on how to resend leads to your CRM or Email Service Provider. Currently, we have direct integrations with ActiveCampaign, MailChimp, Get Response, Aweber, Drip and InfusionSoft. The only time you need to use this if your leads transfer is not trigger or if a transfer fails. Press the ‘Retry’ button […]

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The Complete Leads Distribution Training

Video 1: 7 Ways to Distribute Your Leads Video 2: Distribution Rules and Decision Tree Setup Video 3: How to Randomly Distribute Leads Video 4: How to Sequentially Distribute Leads (round robin) Video 5: How to Distribute Leads Based on Responses & Answers. Video 6: How to Setup Notifications To Control The Number of Leads […]

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How to Troubleshoot Leads Transfer to Your Email Service Provider (ESP)

Introduction: This guide outlines steps to troubleshoot when your leads are not transferring as expected to your Email Service Provider (ESP) or Customer Relationship Management (CRM) system. Prerequisites: Step 1: Check ESP Limits Step 2: Verify Form Attachment and Opt-in Settings Step 3: Inspect ESP Connection in LeadsHook Step 4: Examine Field Mapping Step 5: […]

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How to pass results page URL to your ESP

Introduction: This guide will take you through the process of sending your unique result page URL to your Email Service Provider (ESP). By following these steps, you will be able to store each person’s unique results in a URL, which can then be used in emails for personalized user redirection. Prerequisites:   Step-by-Step Instructions: Step […]

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