Managing Lead Distribution Profiles

After creating at least one Lead Distribution profile, you can manage that profile and others by choosing Post Processing > Lead Distribution in the Form Designer Toolbar. You can also right-click on the form in the Dashboard, then select Form Design Tools > Lead Distribution Settings.

Here we cover editing, deleting, and adding Lead Distribution profile. To create a new Lead Distribution profile, see the Creating a Lead Distribution Profile topic.

When the Lead Distribution management window appears, you can view the profiles that already exist for this form, and manage them using the menu items in the toolbar at the top of the window.

Default Profile

There is always one and only one default Lead Generation profile. In the Default column, the check mark indicates which profile is the default. When there are no rules to control these profiles, the default profile will manage the lead distribution for all submissions of this form. See the Rules section below.

Add Lead Distribution Profile

To add another member, select the Add Member menu item and then follow the steps in the topic Creating a Lead Distribution Profile.

Delete Lead Distribution Profile

To delete a member, select the row containing the profile and then click the Delete  Member menu item. Click Yes to confirm your choice or No to retain the profile.

Edit Lead Distribution Profile

Select the profile you want to change and then click the Edit menu item. Or, you can simply double-click the profile want to edit. Make changes to the profile settings, such as checking the Default Profile box.

You can also click on the Members tab to add, edit, or delete members from this profile:

Add a Member

Click the Add Member menu item and follow the same steps found in Creating a Lead Distribution Profile.

Edit Member

Edit the Member Name, and decide if you want to deactivate the member by unchecking the Active. Inactive members will NOT receive any lead notifications.

If you want to make changes to the Update Values, click the Edit Values button and, In the Update Values window, click the Add New Field/ Row menu item. Then click in the blank row directly beneath the Field to Update column and select the database field you want to update. Take care not to inadvertently choose a form field, since that value will be overwritten. Also, specify the Value you want to insert into that field. To properly save this setting, first click in the white space below the last row, and then click the Save button to commit the change and return to the wizard.

Active and Inactive Members

By default, all members are active unless you uncheck the box when creating the profile. It's easy to deactivate a member. Simply click the Edit Member menu item, uncheck the Active checkbox, and Save the profile. In the Lead Distribution management window, the value in the isActive column for that profile will now read false. When there are no rules to control the lead distribution profiles, the default profile will manage the lead distribution for all submissions of this form. See the Rules section below.

Delete a Member

Click the Delete Member menu item and click the Yes button to confirm, or click the No button to cancel and return to the Members tab.

Once you are comfortable with all of the settings, click Finish to save the member settings and return to the Lead Distribution management window.

Default Profile

Rules

In the Rules tab, you can create rules to control the Lead Distribution profiles. You can also configure rules that examine fields in the form. For example, you can setup a rule that examines a drop-down menu containing values representing different geographical regions. You might create one profile for users having an address in British Columbia, and also create a rule that checks the value of a Canadian Province drop-down field (one of the Common Fields) for the selection "British Columbia". You could create a second profile for Alberta users and then add a rule that checks the Canadian Province field for the value "Alberta".