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)

In this article we’ll share steps for troubleshooting when your leads are not transferring to your email service provider (ESP) or CRM. Step 1 Email Service Provider (ESP): Confirm you have not reached any limits as per your plan for the number of contacts/subscribers in your account, Leads will get rejected if your account is […]

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How to Send Leads to Different ESP or Landing Pages

Introduction In this article, we will learn about 3 different ways to redirect your leads based on different answers provided. For instance, if you have a decision tree embedded on a specific landing page, and you wish to redirect the leads to different landing pages based on their answers. Each of these landing pages consists […]

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How to pass results page URL to your ESP

Results Link (rlink) stores each person’s unique result.   Step 1: Create a custom field at your ESP for a URL. Step 2: Scroll to the bottom and click ‘Autocreate & Map’ Step 3: Map the field by dragging and dropping it into the correct column. PLEASE NOTE: Autocreate & Map will automatically do the […]

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