Affiliates

It’s important to check that we see all the leads on our end on the M&P leads page by setting the date to required dates and just looking at the affiliate leads.

If you see there are leads missing, please check the unusable and the omitted leads.

If you still can’t find certain leads, you can check the User List by email to see if the lead was created anyhow and what the issue can be.

You can always ask the affiliate to reupload the lead. Note a user is created once but can be a lead multiple times.

Troubleshooting:

Emails:[Admin] Invalid Smarter Lead answer submitted [INT-FFA-ESF-2541]

This email notifies us that a lead was uploaded as a smarter lead but the answer doesn’t appear in our system as an answer to that question.

Sometimes it is just a spelling error and sometimes there are more serious mistakes. Since our system doesn’t match the answer with the actual campaign the lead will be recognized as a smarter lead and sent out to the customer. Therefore it’s important to address the issue straight away.

https://trello.com/c/25Psz8Fe

Once a week, at least, check if all the leads that have come in have been sent out.

Make sure that the intent leads have come in by checking the tracking sheets Infuse Monthly Delivery Form & Technology Advice Tracking Form Check the campaign and make sure that they actually received the amount of leads that is stated on the sheet. This should be checked about twice a week, so that no batches are stuck.

How to check that the intent leads were sent to all intent leads campaigns:

Go to the Manage & Post Lead Page, click on “Option Filters” and click "affiliate leads only" for the period you want to check.

Green ones have been sent, blue haven't. (you can also select unused leads only to see the leads that haven’t been sent).

It’s best to look into every lead that isn’t sent but definitely if it is more than 2-3 from the same campaign (if they have the same lead code then it’s for the same campaign) that clearly came in as a batch it would be important to explore further.

What to check for in order to figure out why leads weren’t sent to a campaign:

Check that the campaign is active.
If it's a weekly send, maybe the day it's being sent hasn't passed yet. Check again after that day.
Do the leads show up when looking at the regular M&P leads page? If so, check that they have the correct filters, categories and smarter questions (if it is a smarter campaign) and send them through.
Do the Geo's/ company size/Industry filters of the lead match the campaign? If not, double check that the campaign is set up correctly. Don’t send those leads through if their filters don’t match the campaign’s.
Is the campaign open to receive the category of the lead? If not, should it? If it should add the category to the campaign and send the lead through.
If it's the wrong category, check on the order form what was ordered. Was the wrong category ordered? Was the correct category ordered but the category ID is wrong? If so, these leads need to be re-uploaded.
For a Smarter campaign, do the leads have the smarter questions? If not, why not? Were they uploaded with the correct field symbol? Have the questions on the campaign been assigned to the category the lead is coming from? If you find spelling mistakes or other issues that caused the lead to not be a smarter lead these leads need to be re-uploaded.
Have a look at the title- Is it maybe one of the titles we suppress like marketing, sales etc?
Does the campaign have a suppression list? Is the lead from one of those companies. Or the opposite for an approved domain list.
Have the leads been sent already to the campaign? If so, these leads shouldn’t be sent again.

Targeting:

In order to improve the quality of intent leads programs, we would like these types of programs to be as targeted as possible. While for standard campaigns we want the filters to be as wide as possible, for intent programs the filters should be narrowed down as much as possible.

In order to ensure this, we need to define the following filters before an intent leads program kicks off:

Define an accurate job title list; The delivery manager will use the exact same filters (not inc. job title) as the intent leads program and go as far back as needed in order to get a list of around 200 organic leads that converted on PeerSpot. Using that list, they will then find the most popular job titles and add them to a new list. That list should be sent to CS so they can show it to the customer. The final job title list should be confirmed by the customer and CS.
Categories - It's important to define the exact categories from which the customer can receive leads. This should be as targeted as possible and generally should not exceed 5 categories per campaign. Also confirm if the customer would like to receive a certain amount of leads for each category.
Company size- The company size filter should be based on the organic leads (per item 1). We want to avoid sending the customers leads from company sizes that are either too large/small for them.
Geos- Find out which Geo's they would ideally like to receive leads from. Keep in mind that the bulk will always come from the US. For example, leads from Germany should not be sold if the customer has no way to follow up on European leads. Exact Geo splits are not recommended (this is something for Sales to keep in mind).
Confirm with CS/the customer regarding ABM lists or suppression lists- Should they be followed exactly or is it just a preferred list?
Industries (verticals)- Limiting industries will most definitely limit the quantity we are able to deliver. If the customer puts an industry filter in place, it would be best to confirm with the CSM/customer whether they can really only sell to certain industries or is it just a guidance?
Once a campaign is running, delivery, CSM and the customer should regularly check to see whether the leads received are on target or should be tweaked.

Note to CSMs- Try and get as much lead feedback as possible, ideally with these fields, so that the Insights team can make further recommendations on how the programs should best be targeted in order for the client to see success with their programs.

Returns Policy

PeerSpot’s Return and Refund window is 30 days from when the leads were delivered.

We will happily provide more leads after this time at cost price.

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