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Martin Cogburn
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    Lead Routing

    Prerequisites

    What is Lead Routing?

    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 Marketing Trackers, Smart Forms, or 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
      1. Click Create under Round Robin OR
      2. 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

    Where To Go From Here

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    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!

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