Grandparent Leads Supplementation

Process: Supplementing Basic PeerIntent Lead Programs with Grandparent Leads

Eligibility Requirements

Supplementation with grandparent leads is permitted only when all of the following conditions are met:

1. The customer is using standard Buyer’s Guides as the asset (no custom assets).
   
   

2. There is no geo split and no minimum number of leads per category required.
   
   

3. The program is a standard PeerIntent program without custom questions.
   
   

4. If a concurrent site leads program is running for the same customer, select “Grandparent Only” to avoid diverting child leads.

Process Steps

1. Customer Win & Program Creation

• Once the customer win is closed, create one campaign and one case.
  
  

2. Estimate Grandparent Lead Availability

• Estimate the total number of grandparent leads that can be delivered for the program.
  
  

3. Determine Affiliate Lead Order

• Based on the estimate, calculate how many leads need to be ordered from the affiliate.
  
  

• The affiliate order should be reduced by the number of expected grandparent leads.
  
  

4. Create Sources in Integrate

When the customer provides integration information, create two sources in Integrate:

1. Affiliate Source
   
   

   • Set the lead goal to the number of affiliate leads being ordered.
     
     

   • Configure the integration per the customer’s standard request.
     
     

2. PeerSpot Grandparent Source
   
   

   • From the affiliate campaign page, select “Add Manual Upload Source.”

• Name the source clearly (e.g., “Absolute Security Grandparent Leads Supplement INT-FFA-MA-5591”).
  
  

• Set the allocation to the estimated number of grandparent leads.
  
  

• Match all fields exactly to the PeerIntent lead source.
  
  

• Remove the three fields used only for affiliate sources:
  
  

  • Lead_code
    
    

  • Product_category_ID
    
    

  • PeerSpot_Industry
    
    

• Add the same integration used for the affiliate source.
  
  

• Create a webform integration in PeerSpot using the same integration details.
  
  

• Retrieve the form URL from the new grandparent source.

• Set the campaign to auto-delivery.
  
  

6. Special Case: Integrate-to-Integrate Programs

For programs where leads must be delivered directly to the customer’s Integrate environment:

• Create the webform integration as you would for a site leads program.
  
  

• Use the customer's Integrate form URL.
  
  

• Deliver leads directly to that source.