1. Lead Evaluation Process:
- Before replacing any leads, we need to receive a response from our affiliates first.
2. Client Complaints:
- If a client complains about a lead's quality, please refrain from automatically replacing it.
- Instead, please add the specific details of the complaint to the affiliate's lead replacement Google sheet according to our new procedure. This enables us to track our replacement better.
3. Communication and Decision-making:
- Inform the affiliate of our lead replacement request.
For leads being delivered via integrate the client must upload the disposition with a proper description
If being delivered via any other integration the client must notify us via email with the email of the rejected lead, the campaign lead is associated with, and a clear description of why the lead was rejected
- We will know if a lead will be replaced between 48-72 hours after the replacement has been sent to the affiliate (for strategic accounts it will take 48 hours)
- Once we receive a response from the affiliate, promptly inform the Customer Success Manager (CSM).
- Let the CSM know which leads we will replace and which ones we won't, providing the reasons given.
- Replacement leads will be delivered up to 5 business days after the affiliate agrees to replace the lead.
4. Automatic Lead Replacement:
- Please avoid automatically replacing leads. First see the above items and how to handle replacements.
- Per our established process, every lead replacement request should be handled case-by-case.