Intent Lead Troubleshooting

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 received the number 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 “Option Filters” and click "affiliate leads only" for the period you want to check.

Green ones have been sent, but blue ones haven't (you can also select the 'New leads only' filter option 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.

Note: Even though a lead is blue (=new), check and ensure it wasn't delivered to the campaign. Sometimes, the affiliates re-upload leads, and they will show up as new in our system, even if they were delivered previously to the campaign.

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

1. Check that the campaign is active.

2. If it's a weekly send, maybe the day it's being sent hasn't passed. Check again after that day.

3. 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. 

4. 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.

5. 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. 

6. 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.

7. Look at the title- Is it maybe one of the titles we suppress, like marketing, sales, etc?

8. Does the campaign have a suppression list? Is the lead from one of those companies? Or the opposite for an approved domain list.

9. Have the leads been sent already to the campaign? If so, these leads shouldn’t be sent again.

10. Check for omitted new leads that were delivered for the campaign. It could be that some that got stuck there. If there are leads that were omitted, try to figure out why they weren't sent and try to salvage as many as possible. 

Omitted leads - Leads that are marked as usable, but are blocked from the campaigns for reasons such as a marketing or sales-related job title (reasons our system wouldn't want to deliver the leads). Sometimes the lead or company info is incorrect and we can update it and deliver it to the customer.