search
Partners Support Log In
Solutions
Ontraport’s solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Check Out Pricing
Give each customer a tailored experience to drive sales while eliminating busy work for your team.
Send emails that keep your customers engaged so your sales continue to grow with your list.
Land more leads and customers with web pages that promote your products and show off your brand.
Use visual analytics to make confident decisions for smarter marketing and more profits.
Create a custom subscription site and manage it from one place to earn recurring revenue with ease.
Optimize your entire sales process to generate more prospects, nurture your leads, and close more sales.
Online sales to seamlessly manage payments and subscriptions.
Personalize every customer interaction to generate more sales using all-inclusive customer data.
Automate your team’s most time-consuming, repetitive tasks to create more freedom in your business.
Drive and track revenue generated by referral partners who receive commissions for helping you grow.
Solutions
Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software solutions.
Visit the Blog
Marketing Strategies
Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Implement proven marketing processes with our easy-to-follow worksheets and checklists
Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Resources
Customers
Ontraport empowers businesses large and small, all over the globe, and in every industry, to succeed.
Read the Reviews
Hear From Our Customers
Don’t just take our word for it. See why businesses from every industry love Ontraport’s marketing automation and CRM software.
Find out how our users have created thriving businesses and transformed their lives with Ontraport.
Industries We Serve
Personal Services
Professional Services
Online Retail
Coaches & Speakers
Author & Bloggers
Brick & Mortal Retail
Technology
Manufacture & Wholesale
Your Unique Business
Your Unique Business
Customers
Chat With Us chat
Start Free Trial
menu
close
Why
Ontraport?
Solutions keyboard_arrow_down keyboard_arrow_up
Marketing Automation
CRM
Email Marketing
Landing Pages
Marketing Analytics
Sales Force Automation
Ecommerce
Business Process Automation
Membership Sites
Referral Programs
Resources keyboard_arrow_down keyboard_arrow_up
Ontraport Blog
Step-by-Step Templates
In-Depth Guides
Modern Ontrapreneur Podcast
Marketing Blueprints
Software Comparisons
Feature Use Cases
Get the Facts
Exploring Ontraport
Calculate Your ROI
Customers keyboard_arrow_down keyboard_arrow_up
Customer Reviews
Success Stories
Support Center
Partner With Ontraport
Chat With Us chat
Check Out Pricing
Martin Cogburn
Updated

Contents

    Back to Top

    Lead Routing

    What is Lead Routing?

    Applies to: ONTRAPORT Plus and above.

    Lead routing lets you automatically assign Contacts to Users in your ONTRAPORT account for followup. Once you’ve created a Lead Router, you’re able add Contacts to it via “add to lead router” Campaign action elements, Marketing Trackers, advanced global rules and legacy form rules. The Lead Router then distributes the leads to your Users.

    Types of Lead Routers

    Round Robin

    A Round Robin Lead Router evenly distributes leads one by one to each of the users that are in the router you create. Everyone will end up with the same number of leads over time.

    Weighted Random

    Weighted Random allows you to set percentages of leads per user. Use this Lead Router if you want to assign a greater percentage of leads to certain users and a lower percentage to others. Of course, you’ll have to make sure that the total is 100. Each new lead that comes in is randomly assigned to a User in the Lead Router, but with the probability set according to the percentages you set up. In the long term, everyone will end up with the share of leads they were assigned by percentages in the settings.

    How to Add a Lead Router

    1. Go to the Navigation bar > Contacts menu > Settings > Lead Routing
    2. Click the New Lead Router button

    3. Select a Lead Router
      • Click "Create" under Round Robin OR
      • Click "Create" under Weighted Random

    4. Name your Lead Router
    5. Set the details of your Lead Router
      1. Add account Users to your Lead Router
      2. Select lead percentage (Weighted Random Router ONLY)
    6. Click Save. 

    Articles in this section

    Created - Updated
    Have more questions? Submit a request

    Comments

    • Avatar
      Vincent Foo

      Hi Martin,

      I tried to use lead routing for our website!  I have added in always-on rules that whenever someone fills in our smart form; our main user of Ontraport will receive an notification Email following what you have showed here.  However, that doesn't seem to work. Do I have to create a separate Email in the system for that  or is there something else I could do?

       

      Thank you very much!!!

    • Avatar
      Frank Hagan

      Hi Vincent,

      For your opt in Smart Form, you can have an Always On rule that uses a message to notify anyone you like. You can create the message in the normal way and include merge fields like [First Name], [Last Name], [Email] .... for any of the fields that are on the form. When the Rule sends the email it will fill in those merge fields with the Contact's information ... basically the information they added to the form.  This Rule would have to be created on the opt in form itself.

      It sounds like your set up should work. Go ahead and check with Support; click the question mark at the top right of your account and click on the Chat link. Support should be able to help you configure it correctly!