Setting Up Your Lead Generation Program

1. Add Your Advertiser Enter in the advertiser(s), known as your Referral Company, who will be paying you to receive your Leads.

2. You Are Here - Create Your Lead Program Give your Lead Program a title and set up what you will be charging Per Lead.

3. Create Your Referral Form Create your Referral Form Questions, Landing Page, and Email Notifications.

Creating Your Lead Program

You now need to create your Lead Generation Program which determines what you are going to charge your Referral Companies per Lead.
To do that go to the top bar entitled 'Referrals', click on 'Lead Generation Programs'.
1. Program Title: Give your Lead Generation Program a Title. This will be for your on reference.
2. Status: The Status says that your Lead Generation Program is Active, however you can set it to Pause. An example to when this would come in handy is if you where sending leads to suppliers and they ran out of stock. You would simply set your program to pause, and the visitors completing your Referral Form would then be sent to your No Referral Found Page. Your No Referral Found Page could then say 'Temporarily Out Of Stock. We Will Contact You When The Products Arrive.'
3. Referral Rate: Here is where you enter in the amount you will be charging per lead to the advertiser.  
4. Program Description: The Program Description is for your own reference.
5. No Referral Found - Default Page: If you don't have an advertiser to send the visitor to that completes your Referral Form they will be sent to a Default page saying  'Sorry we couldn't help you at this time.'
6. No Referral Found - Redirect: You also have the option of sending the visitor to another website or a page on your website if you don't have an advertiser to send them to. To do that simply enter in the website's page address known as a URL into the box, which you will see when you click on the Radio button.
7. No Referral Found - Custom Page: Finally you have the option of creating a Custom Page to send the visitor to if you do not an advertiser to send them to. This is the best alternative and this page should give the visitor some good information so that they don't feel that they gave you their contact information for nothing.
When a visitor is sent to your No Referral Found page their information is collected and you can see how much money your 'Lost Referrals' are costing you. This is telling you where you should fill in the gaps of your referral program. You can view your Lost Referrals by clicking on the top bar entitled 'Referrals' and from the dropdown menu click on 'Referrals By Company'. To the right of the screen you will see the red title 'Lost Lead Generation Referrals.'
8. Exclusive Company: Here you have the option of making this program exclusive to one of your referral companies. This means no other company in the program will be sent referrals. To do that simply select the company  from the dropdown menu.
9. Referral Companies: If you have Referral Companies registered, they will show up here. Check the box to add them to this Lead Generation program.
A program with a single company will always send referrals to that company.
A program with multiple companies will rotate between them.
10. Insert Button: Then click Insert and you will automatically be taken back to your Referral Company to customize your Referral Companies Settings.
11. With respect to point 9, in the case where you have multiple Referral Companies listed and you attached more than one company to this Lead Generation program at once, then click the insert button, you will remain on this page. You will also see your Lead program to the right of your screen.
You then need to setup these referral company's settings, to do that click on the top bar entitled 'Referrals', then from the dropdown menu click on 'Referral Companies'. Then on the right you will see your Referral Companies listed. Click on the Referral Company you want to setup the settings for, then click on the white tab entitled 'Lead Generation Referral Settings'.

Connecting Your Advertiser To Your Lead Program - Referral Settings & Landing Page

Now that you've attached your Lead Generation Program that will send leads to your Advertiser, you have the option of filtering the referrals geographically and/or by a trigger question. 
This is also where you set up where to send the visitor after they complete your Referral Form and click on the submit button.
1. Referral Company: As shown below, your Referral Companies (advertisers) will always be listed to the right of the page.
2. Program Settings Tab:  You are automatically be taken to your Referral Company's Lead Generation Referral Settings section after you create your Lead Generation Program.
3. Company Referral Program:  Here is where you can see which Lead Generation Program(s) are providing referrals for this advertiser.
4. Referrals By Location:  This is only used when your referral company can only service in a certain geographical location. You have the option of filtering by country, province/state and city.

Country:  From the dropdown menu you can select the Country.
5. Provinces / States:  If you select Canada or the US, you can also select which provinces or States you want.

6. City:  You can even narrow it down to the City selection by typing in which cities this advertiser wants Referrals from.
You can use the Country selection, Province or State selection, or City selection in combination with each other or separately.
As an example, by setting up Referrals by Location, when a visitor completes the Referral Form, they will be asked to select their Country, Province, State or City location. If it matches what this advertiser's settings are, the visitor will be sent to them.
7.  Trigger Question: Here you can ask a trigger question to determine if the referral is sent to this advertiser. An example of this would be if you were sending visitors to car dealerships, for a Ford Dealership the Trigger Question may be 'What make of car are you interested in purchasing?'.
8.  Trigger Answer:  The Trigger Answer for this advertiser would be Ford. Therefore, only visitors that selected Ford from the Referral Form would be referred to this Advertiser.

Sending The Visitor To The Advertiser's Website

When your visitor completes the Referral Form and clicks on the Submit button you have 2 options of where to send them. 1. You can create a landing page on your website. 2. Redirect them to the advertiser's website.

9. Create Your Own Landing Page: You have the option of sending your visitor to a 'Landing Page' you create. Here you can make the transition easier for the visitor to contact your advertiser. This page should also link to the advertiser's website and contain their contact information. If your company doesn't have a website, this is an excellent option for you to use.

Page Title:  The page title will appear at the top of the landing page and in your page directory where you can also make changes to it.

10. Landing Page Content:  Enter the page content for the landing page here where you would include the company contact information and a link to their website.

11. Redirect To The Advertiser's Website: You can send them to the advertiser's website, or to any website page you want by entering the page address, known as the URL into this box. You also have the option of embedding their website into your website, to see how to do it, click here.
12. Visitor Email:  You have the option of sending the visitor an email. It will further promote your advertiser if you include their contact information in this email and is a good selling feature you're providing for your advertiser. Pay Per Click Leads don't provide emails with the advertiser's contact information in it to the visitor. Enter the subject line and content to the email.
13. Referral Period:  The leads are set to automatically be sent to the advertiser or you can select a time frame with a beginning and ending date.
14.  Admin Status:  Here you can set the Lead Generation Program to Pause. If there is only one company in your program, doing this will then direct all the leads to your No Referral Found Page. If you have multiple referral companies in this program, it will skip this company in the rotation.
An example to when this would come in handy is if you where sending leads to suppliers and they ran out stock. You would simply set your program to pause, and the visitors completing the Referral Form would then be sent to your Default Page. Your Default Page could then say 'Temporarily Out Of Stock. We Will Contact Your We Get More Products In.'
15.  Company Pause:  If the advertiser logs into their account they can Pause the Lead Generation Program. Pausing a program means this company will not receive Leads. An example of when this would happen is if the advertiser went on vacation. You will be sent an email when one of your advertisers pauses a program.
16. Program Details:  This is the program title and rate.
17.  Custom Rate:  Here you can a charge a different rate for this specific advertiser, either higher or lower than the rate shown above.
18.  Daily Referral Cap:  Advertiser leads are set with no Cap. Here is where you can set a Daily Cap of referrals to send this advertiser. When the Cap is hit, your advertiser will stop receiving referrals for that day. The Cap resets at midnight.

19.  Priority Referrals:  Leads rotate between advertisers. Here you can set a number of leads to be sent to this advertiser first.
20.  Update Program Setting:  Click on the button and you're done and now you are ready for step 3, Create Your Referral Form.

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