Policies

Program Policies

Filter Modifications Post-Program Sale:

Should a vendor seek changes to filters that might reduce the number of leads delivered to them, an approval request must be directed to the Head of the Delivery Department. Any alterations to the filters require their explicit consent.

Complimentary Leads Programs:

Every complimentary leads program requires the approval of the department head. If a CSM seeks a free leads program from the Delivery Manager, the latter must first obtain the green light from the department head.

All intent leads programs should include Premium Site leads wherever possible. 

We incorporate premium site leads for smarter intent lead programs by activating specific questions within the category. The Field Symbol should highlight that these questions can be substituted if a new premium site program is introduced, requiring its questions to be added to the category.

Given the limitation of having only 4 active questions per category, it's crucial to prioritize premium site programs over smarter intent programs. This ensures the questions from premium site programs are prominently featured on the landing page.

The exceptions to this rule are as follows:

1. A Premium Site Lead program with overlapping filters was sold to the same customer.

2. The Intent Leads program is a Smarter Intent leads program, and a smarter leads program was sold to the same vendor with overlapping filters.

For Premium Site leads that are being delivered to the intent programs, we do not filter by job title.

Switching Lead Providers Mid-Program

When switching lead providers mid-program (e.g. switching from Infuse to TA), supply them with a list of email addresses of all of the leads that have been delivered so far for that specific program. This is so we don't receive duplicate leads from the second vendor, who isn't aware of which leads we were provided with from the first provider.

Selecting a Lead Affiliate for Programs

1. All new vendors or vendors that didn't have an intent lead renewal for at least a year, for example, IBM, will be assigned to Technology Advice.

2. Any poor programs not performing well with the previous affiliate should be moved to the other affiliate on renewal, OR if you suggest we move them over now.

Smarter Premium Site Leads Programs

This type of program can be offered and sold to Tier 1 Strategic customers only.