Lead Prosper Platform Crash Course

Dashboard Area

The Dashboard is the first page you see when logging into your Lead Prosper account and provides a high-level overview of account activity. It displays key metrics such as total leads, accepted leads, failed leads, and profit across selectable time ranges, along with performance summaries for your top campaigns. The dashboard also highlights billing status, usage information, and the latest announcements from the Lead Prosper team so you can quickly understand the health and activity of your account at a glance.

Account Settings

The Account Settings page allows you to manage the core configuration and security settings for your Lead Prosper account. From this area you can update personal profile details, configure your account’s timezone and currency, manage company information, and control security settings such as password changes and two-factor authentication. Keeping these settings updated ensures your account information, reporting, and notifications remain accurate and secure.

Manage Team Members

The Team Members page allows admins to manage user access for anyone who needs to work within the Lead Prosper platform. From this page you can invite new users, update roles and permissions, manage account access settings, and control what parts of the platform each team member can view or modify. Properly configuring team roles and permissions helps maintain security while ensuring each member of your team has the tools they need to perform their responsibilities.

Change Log

The Change Logs page provides a detailed audit trail of activity across your Lead Prosper account. It records what changes were made, who made them, when they occurred, and what values were updated. With filtering options for users, campaigns, billing events, and other activity types, this page helps admins review configuration updates, troubleshoot issues, and maintain full visibility into how the account is being used.

Billing Page

The Billing page provides a centralized view of your account’s financial activity and usage. Here admins can review current monthly usage, monitor unpaid invoices, view available credits, download invoices, and update the payment method associated with the account. By combining billing records with detailed usage metrics, this page helps you understand how platform activity translates into billing charges.

Integrations Page

The Integrations page allows you to manage the third-party services connected to your Lead Prosper account. From this page you can enable or disable integrations, update API credentials, and manage connections to services used for validation, compliance, fraud protection, and workflow automation. These integrations allow Lead Prosper to work seamlessly with external tools that support your lead generation and verification processes.

Developer API Key Tab

The Developer page provides access to your Lead Prosper API key, which is used to authenticate connections between the platform and external applications. This key enables integrations with services such as Zapier or custom-built systems using the Lead Prosper public APIs, allowing developers to automate workflows and extend platform functionality.

Clients Area

The Clients area allows you to manage the companies you work with inside Lead Prosper. Clients act as the top-level entities used to organize Buyers and Suppliers within your account, helping structure reporting, accounting, and user access. From this page you can create and manage client profiles, update company contact information, assign portal access, and view which campaigns each client participates in.

Campaign List Page

The Campaigns page displays all campaigns within your Lead Prosper account and serves as the primary hub for managing lead distribution activity. From here you can search for campaigns, review and update their settings, create new campaigns, and organize them using tags or favorites. This page makes it easy to locate and manage campaigns across your entire account.

Campaign Settings

The Campaign Settings page is the central control panel for configuring and managing how leads flow through a campaign in Lead Prosper. From this page, admins can add and manage suppliers and buyers, define campaign and computed fields, control routing logic, configure filters, enable validations, and manage duplicate checking rules. It also includes advanced features such as Ping Post Exchange settings, supplier API responses, and campaign triggers used for automations and postbacks. Because nearly every aspect of how leads are received, processed, and sold is defined here, this page is commonly used when creating new campaigns, adjusting distribution logic, and optimizing lead routing workflows.

Supplier Settings

The Supplier Settings page allows you to configure how individual lead sources operate within a campaign. From this page, admins can manage supplier details, control pricing rules, set lead volume and budget caps, and apply supplier-specific filters. It also provides options for configuring static or conditional pricing for Direct Post campaigns, as well as margin overrides and minimum bid requirements for Ping Post Exchange campaigns. By managing these settings at the supplier level, you can control how leads are accepted, priced, and routed, ensuring each lead source operates within the campaign’s requirements.

Buyer Settings

The Buyer Profile page is where you configure and manage the buyers that receive or purchase leads from a campaign. From this page, admins can create buyer profiles, build API payloads, set pricing rules, apply filters, and manage volume or budget caps. It also provides tools for configuring response mappings so the system can correctly interpret buyer API responses, as well as a Test Buyer tool for verifying integrations before activating a buyer. By allowing full control over payload formatting, pricing logic, and response handling, this page ensures leads are delivered accurately and efficiently to each buyer in your campaign.

Buyer Payloads

The Buyer Payload Builder is where you configure the lead data that will be sent to each buyer’s API endpoint. From this page, admins and team members can build payloads in FORM, JSON, or XML format based on the buyer’s technical requirements, while also configuring request types, posting URLs, headers, and connection settings. Payloads can be constructed using campaign fields, system fields, and computed fields, allowing you to transform and format incoming lead data so it matches each buyer’s expected structure. This is used when setting up new buyers, customizing payload formats, or ensuring data is properly mapped and delivered to buyer integrations.

Leads List

The Lead List page provides a detailed view of all leads within a campaign for a selected timeframe, allowing users to search, filter, and export lead data for deeper analysis. From this page, you can quickly locate specific leads using lp_lead_id or field values, apply advanced filters based on status, buyer, supplier, and lead conditions, and export results to CSV or XLS for further review. Each lead can also be opened to view a full timeline from ingestion to final outcome, making this page a key tool for troubleshooting, performance analysis, and campaign optimization.

Lead Info Modal

The Lead Info Modal provides a complete, step-by-step view of everything that happens to a lead from the moment it enters a campaign through its final outcome. It gives full visibility into all lead data, validations, buyer activity, PING and POST requests and responses, and campaign triggers, allowing users to understand exactly how a lead was processed. From this view, users can analyze the full lead timeline, identify issues with data or delivery, and take action by editing, reposting, or returning a lead. This page is commonly used for deep troubleshooting, performance optimization, and gaining complete transparency into the lead lifecycle.

Returns

The Returns page allows admins to process lead returns in bulk using CSV uploads, making it easy to handle large volumes of returned leads efficiently. From this page, users can select a campaign and buyer, define a date range, upload a return file, and map a unique identifier such as lp_lead_id, email, or phone to match records. Additional options allow you to control how duplicate matches are handled and receive notifications once processing is complete. This page is commonly used during reconciliation periods when buyers return leads in bulk, helping streamline what would otherwise be a time-consuming manual process.

Reports

The Reports page provides a comprehensive, data-driven view of performance across all campaigns, allowing users to analyze metrics at the campaign, buyer, and supplier level. From this page, you can review detailed breakdowns of lead volume, acceptance rates, duplicates, errors, revenue, cost, profit, and margins, along with pre-ping and ping activity. It also includes customizable columns, saved report layouts, date range comparisons, daily revenue snapshots, and activity overviews showing recent supplier and buyer engagement. This page is commonly used to monitor performance, identify trends, and uncover opportunities to optimize campaign results.

PING & POST Logs

The PING & POST Logs page provides a detailed view of all incoming PING and POST activity from suppliers, allowing admins to analyze how leads are processed and delivered across campaigns. From this page, users can search and export comprehensive logs that include full lead data, buyer payloads, responses, bidding activity, and response times. Exports include a master file along with individual buyer-level files, giving complete visibility into each step of the lead flow—from initial PING requests to final POST outcomes. This page is commonly used for deep troubleshooting, performance analysis, and running advanced reporting to optimize supplier and buyer behavior.

Monitoring & Alerts

The Monitoring & Alerts page allows you to proactively track campaign health by setting up automated notifications for issues such as high error rates or an increased percentage of duplicate leads. From this page, admins can define alert thresholds, manage notification recipients via email or phone, and review alert history over time. This page is commonly used to quickly identify and respond to problematic lead behavior, helping ensure campaigns continue to run smoothly and efficiently.

Accounting Tab

The Accounting page provides a detailed financial breakdown of activity across your Lead Prosper account, helping admins track money owed to suppliers and revenue due from buyers. From this page, users can analyze accounting metrics by client, campaign, supplier, and buyer, with visibility into leads, returns, costs, revenue, and profit in both gross and net formats. It also includes simple and detailed views for quick summaries or deeper analysis, along with export options for reporting. This page is commonly used for reconciling balances, reviewing financial performance, and managing client-level accounting over a selected time period.

Export History

The Export History page provides a centralized list of all reports and data exports generated within your Lead Prosper account. From this page, users can view and download recent export files, including lead exports, accounting reports, and PING/POST logs, as long as they are within the available download window. This page is commonly used to quickly retrieve previously generated exports without needing to rerun reports, making it a convenient tool for accessing data used in analysis, reporting, and troubleshooting.

Customer Portal

The Customer / Buyer Portal provides a white-labeled, self-service experience that allows buyers to manage their accounts, billing, and lead activity while giving administrators full control over permissions and approvals. Through the portal, buyers can fund their accounts in real time via credit card processing powered by Stripe. Buyers can also view performance data, manage or request changes to pricing, caps, and filters, and submit lead return requests. Administrators can configure access levels, approve or automate changes, and oversee all buyer activity from a centralized view. This portal is commonly used to streamline buyer operations, reduce support overhead, and create a more scalable and transparent experience for managing buyer relationships.

Supplier Portal

The Supplier Portal provides a secure, self-service dashboard that gives suppliers full visibility into the leads they send into your campaigns. Through the portal, suppliers can monitor performance metrics such as accepted leads, duplicates, failures, returns, and revenue, as well as drill down into detailed lead-level data and export reports as needed. Administrators can control access at the client level, allowing suppliers to view performance across one or multiple accounts using a single login. This portal is commonly used to improve transparency, reduce reporting requests, and empower suppliers to independently analyze and optimize their traffic performance.