Understanding Actions / Data Flows
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000009585
This documentation covers features specific to the Automatic Lead Matching add-on.
Automatic Lead Matching Add-On
What Is It?
The Automatic Lead Matching add-on upgrades the default Leads system by introducing customizable Lead Actions—rules that control how leads are handled for different membership levels.
The standard Basic Leads Package includes:
- Instant delivery for direct lead requests
- Limit on how many members can accept a lead
- Admin email alerts when new leads come in
With this add-on, custom Lead Actions can be created and assigned to individual membership levels, giving full control over how leads are distributed and managed.
Key Features:
- Auto-Match Control: Decide which members can receive leads automatically.
- Custom Email Templates per Membership Level: Send different email content to free vs. paid members—thank paying members and encourage free users to upgrade.
- Member Lead Acceptance Alerts: Get notified when a member accepts a lead—ideal timing to follow up or promote upgrades. Automate a thank-you or upsell email.
- Sold-Out Lead Notifications: Get alerted when a member tries to claim a lead that’s already been sold. Trigger an automatic email explaining what happened and how to avoid it.
These features are exclusive to the Automatic Lead Matching add-on and designed to help automate lead distribution while maximizing upsell opportunities and overall lead management efficiency.
