The purpose of this document is to allow LeadGen clients to become more familiar with the standard components of the Lead Card.
Standard components include:
1) Lead Information
Lead Information - Lead ID
The first thing that is noticable on the Lead Card is the unique Lead ID. Lead ID's are generated randomly as new leads enter the system.
Lead ID's are searchable in the primary search engine, which proves to be helpful when needing to view the Lead details, adjusting cost or applying a new disposition.
Lead Information - Change Price
Within every Lead is the ability to change the price that was paid. Simply type in the new cost in the "Price Paid" box, and click Submit. This will be updated in reporting immediately.
Optionally, the change in price can be applied to a bill that has already been generated or applied to a future bill using the "Apply To Bill" drop down.
Beyond that, a Lead can also be placed into different categories, or dispositions. Dispositions can be used for grouping leads into different buckets or for accounting purposes.
Notes are a handy way of keeping track as to why the change was made and will be accessible in the Conversion Report under the "Note" column.
Lead Information - Consumer History
The Consumer History area is a great place to see just that. If you are also using the Affiliate side of CAKE, you will see the lead's history from the click, to the sale and any edits made to the lead.
The History will also provide the exact form parameters used to create the lead and any/all responses from your Buyers.
Clicking the hyperlinked response is a great tool to see exactly how your Buyer responds. This is an effective troubleshooting tool as well if your Buyer is providing an "Unknown" response.
Lead Information - Personal information
The Lead Information tab will contain any data collected from CAKE's basic fields. Basic fields are shared across all Verticals.
This data can be modified by simply editing the individual text boxes and clicking "Save". The edit will appear on the Consumer History tab as well.
Any custom fields that were added to the Vertical will be available in the "Vertical Specific" Tab.
Additionally, clicking on one of the 3 Search Engine icons will open the lead's address in a new web browser.
Lead Information - Sale Info
Ultimately, the Sale Info tab will reveal how much you made on the lead and how much was paid out for the lead.
Beyond that, additional tracking information can also be found here such as Sub ID's and whether the Affiliate's Pixel fired.
*Note - Only Sub ID 1 is functional for Server Posted leads. Sub ID 2 - 5 are available if the lead originated from an Affiliate tracking link where S2-S5 had values associated to them. The same applies to the Referrer URL and Pixel Fired.
Lead Information - Vertical Specific
The Vertical Specific tab contains any data collected in fields created specifically from the Vertical the lead originated from.
Like the Personal Information tab, lead information can be edited here. If the lead has been modified while still in the Queue, CAKE will attempt to sell the lead due to the change in information.
Dispositions are intended to bring insight to the overall quality of the lead.
Dispositions will include why a lead was not paid for, due to a Filter on your Vertical, or why a lead was sent to the Review Queue / Scrub Queue.
Examples vary from missing data or specific validation such as "US Zip Code Matches IP Location".
A lead with no disposition assumes a clean and high quality lead based on the various filters and validators it went through.
Buyers - No Sale Attempted
Simply put, if the lead has not found any Buyers to sell to (or try to sell to), you will see the following message.
This may result from one of several reasons such as your Buyers being Inactive or out of the schedule period.
If the lead has attempted to sell to one or several Buyers, you will see various possible dispositions.
The Buyers tab allows you to search for specific Buyers or Buyer Contracts if you need to see the result of an attempted sale. (1)
You also have the choice to narrow down results by specific dispositions. This will give you a clear picture as to who the lead attempted to sell to based on specific dispositions. (2)
In our example above, you will notice that the lead attempted to sell to various Buyers, but CAKE was unable to sell the lead because of a rule placed on the Offer that the lead came from.
Finally, the lead found a Buyer where everything matched and we were able to successfully sell the lead.