Get started: Steps to Setup Success

Follow these steps and you'll get your Lead Prosper account up and running in no time. If you'd like to get a full tour of Lead Prosper and all its features, schedule a live demo with us today.

  • By the end of step 3, your account will be fully setup and have your first campaign created
  • By the end of step 5, you'll be routing live data


Step 1: Setup your Wallet

First things first, lets get your billing setup so that you can start routing data.

  • Lead Prosper accepts all major credit cards. Payment processing is safe and secure through Stripe.com.
  • With Lead Prosper there are no contracts or payment terms. The platform works on a "Credits" model, which can be replenished manually or automatically based on a threshold you define. 
  • Minimum refresh threshold is $20, and minimum payment amount is $100. Full unused credit balance can be refunded by request at any time.
The following instructions pertain to the Wallet section of Lead Prosper
  1. Click the Profile icon located at the top right of the window
  2. From the dropdown, choose My Wallet

Verify Pricing

Lead Prosper pricing for your personal account can be found in the wallet section of the platform. We encourage all of our users to take a look at this section to get an idea of the different services we offer and the prices for each.

Add your Payment Method

Lead Prosper accepts all major credit cards. To add your card, simply:

  1. Click Add card
  2. Enter required billing info:
    1. Full name as it appears on your credit card
    2. Credit card number
    3. Card expiration date
    4. CVC code
    5. Billing zipcode
  3. Once complete, choose Save card
  4. Your credit card will now show in your wallet

Setup Auto Recharge

The Lead Prosper platform gives you the option to setup automatic balance refresh so that you can ensure there are no interruptions in your lead flow. We highly recommend enabling this feature for a more "set and forget" automated setup. 

  • When Auto recharge is enabled, you can customize your billing frequency, through minimum balance thresholds, and refresh amounts.
  • You will be notified via email each time your low balance threshold is reached and a balance refresh is attempted. You can setup custom alerts as well to be notified when your balance hits a level you define.

To setup Auto recharge, navigate to your wallet:

  1. Ensure your Payment method has been setup by following the instructions above.
  2. Locate the Auto Recharge box and choose Edit
  3. Move the status toggle to ON
  4. Enter your recharge amount
    1. Minimum recharge amount is $100
  5. Enter the balance amount at which you would like to recharge
  6. Click Save
  7. Your Wallet will now show Auto recharge is ON with the balance threshold and recharge amounts you defined above.

How to fund your account manually

Lead Prosper offers manual account recharging for those who want more control over billing.

  • While this payment method works great for some users, we highly recommend using the Auto Recharge feature to avoid any interruptions in service. 

To fund your account manually, navigate to your wallet:

  1. Ensure your Payment method has been setup by following the instructions above.
  2. Locate the Current Balance box and choose +Add Funds
  3. Enter your desired funding amount
    1. Minimum funding amount is $100
  4. Click Save
  5. Your wallet will now show the balance you have just added, and the payment history section will show the transaction.
  6. Setup balance alerts by following instructions in the next section.

How to setup Balance Alerts

whether you are using auto recharge, or funding your account manually, it is good practice to enable balance alerts so that you know how often your account is running through funds.

  • If you are manually funding your account, balance alerts are imperative to avoid interruptions in your lead flow. 
  • Accounts that reach $0.00 in funding will start to accrue a negative balance while the system tries to alert you. 

In order to setup Balance Alerts, navigate to your wallet:

  1. Locate the Current Balance box in the upper left of the wallet section
  2. At the bottom of this box, it reads "Notify me when my balance drops under $20.00" - Click the dollar amount
  3. A box will pop allowing you to define your balance alert amount. Set the amount.
    1. Minimum balance alert threshold is $1.00
  4. Click Save

If you have followed the steps above, congratulations! Your account is funded and ready to move on to step 2.


Step 2: Add your Clients

In order to start routing data on the Lead Prosper platform, you need define where the data will come from and where it will end - this is organized in the Clients tab:

  • The client section of Lead Prosper is not meant to be a CRM beyond basic contact info of the client. 
  • Clients within Lead Prosper are attached to campaigns so that you know who to bill and for how much, or conversely, who to pay and how much.
  • If you are a lead generator yourself, you will want to add yourself as a client in order to be attached to a campaign as a buyer or seller. new accounts are automatically created with your company as the first client

When you're ready to add a client:

  1. Navigate to the Clients tab on the left sidebar
  2. Click +Add in the upper right of the clients window
  3. Fill in the client information, required fields are marked with a red asterisk*.
  4. Click Save

Congratulations, you've added a client and are now ready to create a campaign in Step 3.


Step 3: Create a Campaign

Campaigns in Lead Prosper is where you will actually define where leads will come from and where they will end. By the end of this step, you will have created lead fields, completed field mapping, created filters, enabled validations, and setup suppliers.

Before getting started:

  • You will need all of your campaign details handy, including the following: 
    • Client API specs/List of all required fields for the campaign.
    • Where applicable, buy and sell prices per lead, as well as daily cap.

Lead Prosper has 2 main campaign types: Single Buyer and Multi Buyer. Before creating your campaign, you will need to determine which type is appropriate:

Single Buyer campaign type:

The single buyer campaign type is used when there is a single end point for the data you are routing. 

Multi Buyer campaign type:

The Multi Buyer campaign type is used when there are multiple possible end points for the data you are routing. 

There are 3 options currently available under the Multi Buyer campaign type:

  • Ping Tree: This type of lead distribution gives multiple buyers an opportunity to accept or reject a lead based on filters, buy price, accept rate, and other variables. Buyers are organized in tiers that optimize the potential earning of the lead.
  • Send-to-all: This multi buyer setup will send each lead ingested by Lead Prosper to all buyers setup in the campaign, as long as all filtering conditions are met for each respective buyer.
    • Use-case examples include, but are not limited to:
      • Shared lead situations where all buyers compete to close the lead
      • If you require to send lead details to multiple internal endpoints, such as your CRM, Call center, Email platform, etc.
  • Round Robin: This multi buyer setup will attempt to evenly distribute leads to all buyers in the campaign. As leads come in from the supplier, buyers will be rotated, attempting to send the same amount of leads to each buyer. 

Create the campaign

Once you have determined the correct campaign type for your campaign, its time to start the buildout. 

For the purposes of our simple get started guide, we will cover a Single buyer campaign setup below. If you are starting with a Ping Post or Multi buyer campaign, click here for information on how to get started with a detailed walkthrough. Once you have run through the respective setup, head back here for the final steps to getting your campaign live!

  1. Navigate to the Campaigns tab on the left sidebar 
  2. Ensure that you have chosen the correct campaign type - The instructions below pertain to the Single Buyer type - please make sure it is highlighted in blue as shown below:

  3. Click + New in the upper right of the campaigns window

You are now in the Add New Campaign process which guides you through the setup of your campaign in a series of steps.

1) Basic Info

In this step, we are naming the campaign and defining the buyer of the data. The buyer is the client where the data will end up once its been routed through Lead Prosper. 

  • The name is going to be the identifier for the campaign within Lead Prosper. 
    • The name used here will be on the API specifications generated by Lead Prosper, which you will give to your lead suppliers.

Follow these steps to setup your basic info section of the campaign:

  1. Name: Enter a name in the Campaign basic info section. The name should be something that will allow you to easily identify this campaign. You will see this name in various parts of Lead Prosper as well as on the API spec generated by this campaign when setup is complete.
  2. Buyer: Choose the buyer from the drop down where you want the data from this campaign to be routed. The buyer will be a client that you setup in previous steps. if you have not already added your buyer client, you can do so from the campaign creation wizard by clicking the Create new client link directly below the Buyer dropdown box. 
  3. Vertical: Verticals, or vertical markets, are niches where business’ cater to a specific audience and their wants and needs. Lead Prosper has adopted verticals for categorizing campaigns so that you have greater control and organization when it comes to analytics, especially if you do business in many different sectors. 
    1. This field is not required to create a campaign. If this does not pertain to you, simply leave the field blank.
    2. We have predefined the main verticals in which most online lead generation is focused. 
      1. To setup a vertical for this campaign, simply choose the one best matches your campaign from the drop down. If none of the verticals match your specific use case, Contact Us and we'll add it in
  4. When you have completed all necessary fields, click Next to save you campaign basic information and move on to the next step.

Client API Specifications Document Required

In order to successfully complete steps 2 through 4, you will need to know all of the required fields your buyer is expecting to receive. In most cases, your buyer will provide you with an API specification instructions document, commonly referred to as "specs" or "posting docs". These instructions will tell you exactly what fields to send, where to send them, and the responses you should expect back from the buyers system to let you know if the lead was successfully sent or not.

2) Fields

In the Fields section of the campaign creation wizard, we are defining what data points we will be passing through Lead Prosper to your Buyer.

When looking at the Fields on the API specifications document provided by your client, the first thing we need to decide is whether a field listed on the document is a Campaign field or a Static field.

  • Campaign fields are
    • You must have at least one campaign field to move forward through the campaign creation wizard.
  • Static fields are fields your buyer's API requires, but are not necessary for your supplier to send over. 
    • Examples of static fields include, but not limited to: campaign id, api key, user name.

Field types and formats

Lead Prosper currently has 10 different Field types. For a deep dive into each field type, the formats we offer, and their basic validations, please visit the Field Types article.

Add a Campaign field

  1. Click +Add in the upper right corner of the Campaign fields box
  2. The Add new field window will pop requiring details about the field you are adding
    1. Field name
      1. Chose a name that best describes the field you are adding
      2. The name you choose here will show on the Lead Prosper API document generated for this campaign
    2. Field description
      1. Describe the field you are adding. This description will show on the Lead Prosper API document generated for this campaign
      2. Descriptions per field are optional
    3. Field type
      1. Choose the field type that matches the data you intend to collect and/or pass in this field.
      2. It is imperative you chose the correct field type or you will have errors.
    4. Field format
      1. Choose the field format that exactly matches what is outlined on the API posting document provided by your client
      2. It is imperative you chose the correct field format or you will have errors.
    5. Field status
      1. Choose Required or Optional
        1. Required means that if the incoming data does not include this field, it will not be accepted by Lead Prosper
        2. Optional means that if the incoming data does not include this field, the data will still be accepted by Lead Prosper
  3. Once you have completed all required Add new fields inputs, click Save
  4. Your new campaign field will now show in the campaign fields box.

Add a Static Field

  1. Click +Add in the upper right corner of the Static fields box
  2. The Add new static field window will pop requiring details about the field you are adding
    1. Field name
    2. Field description
      1. A description is not required, but can be used to record the fields purpose or to match your client spec exactly
    3. Field value
      1. Whatever value entered here will "hardcode" into the API integration with your Buyer
      2. Leave this field blank to set value on Supplier level
      3. Common uses for this field are: SubIDs, passwords, usernames, keys, and more.
  3. Once you have completed all desired fields, click Save
  4. Your new Static field will now show in the static fields box.

Once you have completed adding fields, click the Next button in the bottom center of the window and move on to step 3.

3) Posting Information

In the Posting info section of the campaign setup wizard, we are building the connection between your buyer client and your Lead Prosper account. In order to successfully complete this step, we will need to locate the following information on your buyer clients API posting documents:

  • Posting URL
  • Posting method
  • Payload type
  • Server responses

*If these items are not on the API posting documents you received from your buyer client, you will need to request this information in order to successfully complete this section of the campaign setup wizard.

Navigating API posting documents

There is no standard API document format - each company will have a different layout for their documentation, however the basic items listed above should exist.

  1. Locate the Posting URL on the buyer client API posting document.
    1. Here are some examples of what a posting URL will look like on the API docs received from your client
  2. Locate the preferred Posting method
    1. Lead Prosper currently supports both GET and POST methods.
    2. Here are some examples for what to look for on your client API posting document
      1. If the method is not listed on the document, you can try POST, or reach out to your client to confirm.
  3. Locate the Payload type
    1. FORM Post
    2. JSON post
    3. Here is an example of what to look for on your client API posting document:
      1. If the payload type is not specified, usually it will be a FORM post. That said, it is always a good idea to confirm this specification with your client, or there could be errors.
  4. Locate the clients server responses
    1. In order for analytics to track properly, we need to flag certain client server responses to know if leads you sent are being properly accepted by your buyer client.
      1. Accepted leads - the response from your client server signifying that a lead was accepted into their database
        1. Common examples of Accepted messages include, but are not limited to: accept, success, accepted, ACCEPTED
      2. Duplicated leads - the response from your client server signifying that a lead already existed their database
        1. Common examples of duplicated messages include, but are not limited to: dupe, duplicate, duplicated, DUPE
      3. Failed leads - the response from your client server signifying that a lead post failed to be inserted into the client database
        1. Common examples of failed messages include, but are not limited to: fail, failed, error
    2. Here is an example of what to look for on your client API posting document:

Building the Lead Prosper to Buyer client connection

Once you have located the necessary items on your client API document, we are ready to build the connection between Lead Prosper and your buyer client. *The following directions pertain to step 3 of the add a new campaign process.

  1. Locate the posting URL on the API specifications provided by your client.
  2. Copy and paste the URL into the Posting URL field
  3. Locate the Posting method drop down, and select the method (GET or POST) specified by your buyer client
  4. Locate the Payload type drop down, and select the type (Form or JSON) specified by your buyer client
  5. The Available fields will list the fields you created in step 2 of the Add new campaign process. 
    1. Ensure that all fields required by the buyer client are present. If you missed a field, hit Prev at the bottom of the window to go back to the fields section.
  6. In the Payload box, 

4) Filters

5) Integrations

6) Settings


Step 4: Test your Campaign


Step 5: Get data flowing

Still need help? Contact Us Contact Us