Lead Settings » Receiving Indirect Leads (Automatic Lead Matching)

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000030821

An indirect lead is a lead created anywhere other than a member's profile or posts, for example through the Get Matched form, a landing page or the API. The Indirect Matches settings of a lead rule decide whether the members on that rule's membership plans receive these leads, and what they receive. This section is part of the Automatic Lead Matching add-on.

Open the Indirect Matches Settings

  1. Navigate to Interactions » Member Leads (1).
  2. Click Lead Settings (2) at the top of the page.

The Member Leads page with Member Leads in the Interactions menu numbered 1 and the Lead Settings button numbered 2.

  1. In the Lead Settings drawer, open the Lead Rules tab (1) and click Edit (2) beside a rule. The Main Rule is the default rule; additional rules apply to the membership plans chosen in them.

The Lead Settings drawer on its Lead Rules tab, with the Lead Rules tab numbered 1 and the Main Rule's Edit button numbered 2.

  1. Click Indirect Matches under Lead Rules in the rule's side menu.

Indirect leads are matched automatically only while Enable Automatic Lead Matching to Members is on in the drawer's General tab. When it is off, the Indirect Matches section shows a notice saying so (see How Does Auto-Matching Work? (Lead Settings » General)).

Available Settings

The Main Rule's Indirect Matches section with Members Can Receive Indirect Leads, Set Lead Match Status As and Email Notification Sent to Member numbered 1 to 3.

  1. Members Can Receive Indirect Leads: When enabled, indirect leads are matched automatically with the members on this rule's membership plans. When disabled, the website admin matches them manually from the lead's Find Matches tab. With automatic matching on, enabling this is recommended for most websites.
  2. Set Lead Match Status As:
    • Matched Lead: Shows the member only a preview of the lead. The member must accept or purchase the lead to see the full details.
    • Accepted Lead: Accepts the lead for the member automatically, giving them the full lead details right away. An accepted lead also counts toward Maximum Accepted Matches.

    Both count toward Maximum Matches. Matched Lead suits the Lead Preview email below, and Accepted Lead suits the Complete Lead email.

  3. Email Notification Sent to Member:
    • Lead Preview: Sends part of the lead, leaving out the visitor's contact details (email and phone number). The member accepts or purchases the lead on the website to see everything.
    • Complete Lead: Sends the full lead to the member right away.

    Below the two options, choose the email template sent to the member: the preview template for Lead Preview, or the complete template for Complete Lead. When the chosen template differs from the default, Restore puts the default back. Tick Send a copy of this email to the Admin email address(es) to also send the member's email to the admin email address.

Click Save at the top of the drawer to keep the changes.

Related Documentation:

» Member Leads » Lead Settings » Direct Matches

» Auto-Match Workflows » Additional Notifications Settings

» Default Lead Action & Creating New Lead Actions