The Campaign and the Workflow are at the core of the Xzazu lead distribution.
The Campaign is a way of collecting leads, e.g., a website(form) or a Facebook campaign.
The Workflow defines the way you are collecting lead information and the way you want to distribute your leads.
Create a campaign
First, we have to navigate to the campaign overview screen by clicking the Campaign button, on the left of your screen below the Xzazu logo.
Then we can add a campaign by clicking Add top left next to the Xzazu logo.
A popup will now be shown where we can create our new campaign.
Give your campaign a name.
In this case, I’ve used the name of the website where we collect these leads: bestcarinsurance.com.
Secondly; If you want to create a tree of campaigns you can set a parent campaign.
For now, we leave this set to "None"
You have three options to select for your campaign type
- Virtual
- Lead distribution
- Inbound leads
With a Virtual Campaign, you can build a tree of campaigns by first creating a Virtual Campaign and then creating a campaign with the former one as a Parent.
‘Inbound leads’ are for creating customer leads for your own business. You can read more about that here.
For now, use the standard setting ‘Lead distribution’, so we can distribute the inbound leads we've created to your clients.
Lastly, press the "Save" button.
This will you back to the campaign overview where you can see the campaign we've created.
So here we see the campaign I've added.
You can see the ID, the status of the campaign, the name, the type, and the version.
More about Campaign versions you can read here.
Click on the Campaign to open it and go to the campaign detail screen.
Create a Workflow
Now we need to add a Workflow, to define the way we are going to collect lead information, and to design our distribution process.
while in the campaign detail screen, click Add and select Workflow.
Step 1 Name/Type
You will get a popup with different steps
Name your Workflow, e.g., bestcarinsurance.com workflow 1.
Next, define the type of distribution you want to use.
In this case we will select Direct Post. Read more about the different distribution options here.
Lastly we will select the vertical(s) this Workflow is about.
The vertical describes the market you are active in, in this case car insurance.
If you have not created a vertical yet, you can create one now, by clicking "Add vertical"
Add vertical
Name your vertical, or create a tree by creating a virtual vertical first, like with the campaign before.
Use the standard setting Selectable.
You can also set the standard price for this vertical.
If you leave it empty now, you can add a lead price later on in the process.
Click "Save"
You have now selected or added a vertical.
You can add a standard price for leads in the vertical and workflow.
Now we press "Next" to go to the next step.
Step 2 Fields
We are going to create the fields off which your leads are going to exist.
If you already have a webform, use the same fields as in that form.
Read more about integrating your existing web form here.
We start by naming the first block of lead fields. They are there to make your fields easier to manage.
Let's start with Name and Address.
Now let’s add fields to the Name and Address block.
On the right-hand side you’ll find a large number of predefined lead fields.
We advise you to use these as much of possible.
Of course, you can also create your own lead fields if the current ones don’t fit your needs.
Newly created fields will appear as predefined lead field after a publish, to make your life easier. And help you further along when using Xzazu.
We strongly advise you to use separate fields as much as possible.
So separate fields for First Name and Last Name, and separate fields for Address, House Number, Zip Code etc.
This will make future integrations (Zapier, Jotform, API’s) much easier.
Combining data fields can be done easily, but splitting data fields can be quite a hassle.
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Let’s make a field for First Name. Name and label are predefined, but can be changed if you want to.
Name is used the Field within the Xzazy system, the label is what will appear in the outbound leads that will go to your customers.
Private fields are fields that only you can see, public fields are visible to your lead customers.
You can change the position of the field with Position.
A Required field must always have data, or the lead will be disapproved.
You can read more about the other options in the section Lead Fields Advanced Options.
You can reorder both the Blocks as well as the separate lead fields.
Simply push Reorder top right of the Workflow Settings popup screen, next to Delete.
Now let’s add another block for information ‘Current Insurance’.
Here we’re going to make a new lead field ’Currently Insured’ , using the ‘Choice’ field type in Custom Fields.
This Field Type gives you the possibility to enter a list of options, of which one can be chosen.
You can chose to give a Default Value or leave the Default Value empty
There are many more types of custom fields available.
Read more about the different types of Custom Fields here.
If your ready with your fields press "Next".
Step 3 Service Area's
Service Areas defines the options you want to be able to use for geographical matching of your leads.
Most of the times you will only use Service Area 1.
Service Area 2 is the ‘To’-point in a ‘From’ ‘To’ scenario, Service Area 3 can be used for a ‘Via’-point.
Name the Service Area, for instance, ‘Geo’.
The most easy way to use the service area is to use the "Auto" field.
This uses the address fields from the fields you defined in the previous step.
To use the auto geocoding, at least a country field should be available.
Then select the options you want to be able to use.
If you want to, you can read more about Radius and Shapes or about adding more countries.
Step 4 Lead Quality
Lead Quality we are not going to use for now.
We explain it in detail here.
Step 5 Categories
Same for Categories.
Step 6 Distribution
Mode ‘Auto’ is preselected.
Here you can find out more about using Manual.
Schedule: for now we select ‘Always’.
Read more about Distribution Schedules here.
With Start on Direct, the distribution process will start as soon as a lead comes into the system.
You can also use Delayed.
Distribute on Once will do one Distribution Round.
Read more about how a Distribution Round works or on Windowed Distribution.
If Minimum Lead Multiplication is on a value higher than 1, e.g., 2, distribution will not take place unless the lead can be distributed at least 2 times.
Maximum Lead Multiplication is the maximum number of leads that can be generated from 1 inbound lead. It is also referred to as ShareCount.
Minimum turnover works the same as Minimum lead multiplication, in this case however taking turnover into account in stead of the number of leads sent out.
Contract Selection Rules
You can select the distribution type you want.
We advise you to start with Max Turnover, which will maximize your turnover when distributing.
You can read more here about the other options, like QS (Contract Quality Score), Random, Round Robin, Distance, Free Trial and Max Lead Count.
You can also set a set of different rules.
Click "Save" to complete your workflow.
After you saved the workflow you can access it again by clicking on the workflow and select "Settings" from the top bar.
Campaigns: Draft, Test and Published
Before we can go on and test what we built, we have to change the status of the campaign to Test.
You can do that on the top right of your screen.
Read more about Campaign Status, and what it implies, here.
