Overview
Lead Capsule can deliver leads to your, or your lead buyers, via bulk FTP. CSV files can be delivered to you, or to your lead buyers, on an hourly, daily, weekly or monthly basis. Simply type in your FTP server address and credentials, choose from active or passive, and select the port to connect on, and start delivering leads via bulk FTP.
Key Benefits
- Control File Name - Create custom file names, for each CSV file delivered to you or your lead buyers FTP.
- Map Fields - Easily map field names in your bulk FTP CSV file. Lead Capsule allows you to control the header row of the CSV file which is delivered to the bulk FTP server. Rename fields from FirstName to First_Name.
- Include System Columns - Choose to include system columns in your bulk FTP delivery. Options include:
- LeadId
- Create Date
- VendorId
- Batch Frequency - CSV files can be delivered into the FTP server at different intervals. Choose to send leads:
- Once
- Hourly
- Daily
- Weekly
- Monthly
- Delivery Capacities - Lead Capsule can set caps on your bulk FTP delivery campaigns, based on your agreements with your client. If you have a prepaid order, Lead Capsule can cap the total leads sent in the CSV file. Additionally, if you have hourly, daily, weekly or monthly caps, adding these caps is a breeze.
- Exclusivity – Control the exclusivity of the leads you send to your lead buyer's FTP server, including how long they are exclusive. See our Lead Exclusivity feature page for additional information.
- Prepaid Campaigns - Set your bulk FTP campaigns up as prepaid. Allow the client to log into their client portal and make payments towards the campaign, or make payments on behalf of your client, before leads are delivered via bulk FTP.
- Advanced Filtering – Filter the leads, delivered to your clients FTP server, on any field definition within the lead. For example, your lead buyer may only want leads where the applicant was born before 1978 and lives in Texas.
- Scheduling - Only deliver leads to your lead buyer's FTP server when they want them. See our Scheduling feature page for additional information.
- Lead Verification - Lead Capsule lead verification ensures you are only delivering good quality leads to your lead buyer's FTP server. See our Lead Verification feature page for additional information.
- Notifications - Lead Capsule can notify you when a lead is accepted by the bulk FTP delivery campaign. Notifications can be sent via Email or Lead Capsule can also notify an API via a URL. Lead Capsule can also receive notifications, from a third party system, when a lead is accepted, rejected or returned by your lead buyers.
Screenshots
Edit Client Campaign - General Top
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Edit Client Campaign - General Bottom
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Edit Client Campaign - Fields
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Edit Client Campaign - Sources Top
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Edit Client Campaign - Sources Bottom
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Edit Client Campaign - Filter
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Edit Client Campaign - Notifications
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Edit Client Campaign - Delivery Settings
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Edit Client Campaign - Delivery Field Mappings
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