Lead Delivery Settings

Specify how you receive Leads, see Displayed Caller ID, and set Call Recording preferences in the Campaigns Manager.

Your mySD account allows you to specify the phone numbers and email addresses where you will receive our Leads. There is no limit to the number of phone numbers or emails that can receive Leads. If you have multiple forwarding phone numbers, all phones will ring simultaneously and whichever phone takes action first receives the Lead. NoteThis does include declining the call or going to voicemail when a phone is turned off.


Set Your Lead Delivery Using the Campaigns Manager

Each Campaign will have a unique Tracking Number assigned as well as a built-in form for new potential customers to fill out. Our platform forwards each phone call and form submission to you directly to the phone number or email address you specified. We recommend sending these important notices to multiple team members or a shared inbox so that potential customers can be followed up with quickly.

In the Campaigns Manager, you can change both the Lead Delivery email(s) and phone number(s) at any time on a per Campaign basis, or you can use the Bulk Edit feature to apply this change to multiple Campaigns. Reach the Campaigns Manager from your Dashboard by clicking Campaigns in the menu bar.


Adjust Lead Delivery for a Single Campaign


To edit Lead Delivery on a per Campaign basis, simply locate the Campaign you wish to change in the Campaigns Manager and click the Edit button under “Lead Delivery.” A pop-up will appear which allows you to change the forwarding phone number, email address, Displayed Caller ID preferences, and more.




Bulk Edit Lead Delivery Settings


If your Lead Delivery settings should be updated for multiple Campaigns, simply check the checkbox to the left of the Campaign Name of each Campaign that requires updating. If you’d like to apply the changes to all Campaigns, check the “Select All” checkbox at the top left of your Campaign rows to select all your Campaigns with one click.

Then click the "Bulk Edit Selected Campaigns" link, which will open a popup with options to select from various Bulk Campaign Edit types.

Learn more about applying Bulk Edits to your Campaigns.


Campaign Tracking Number

Each Campaign has its own Tracking Number which is used in advertising for your company. When a caller dials this Tracking Number, the call routes to your company according to the Lead Delivery: Phone Calls Settings above.

Tracking Numbers are not editable, however you can choose to use any of your Tracking Numbers as Displayed Caller ID (see below).


Displayed Caller ID Preferences

Caller ID is flexible, based on your needs. You can choose to see the default Caller ID information of the incoming caller, or you may choose to see a Tracking Number if you want to quickly recognize a Service Direct sourced caller.

Option 1:

Show the Phone Lead's Caller ID as the Displayed Caller ID
The information provided by the caller to the telephone company will be displayed on your incoming Leads. Keep in mind, this is controlled by the caller and the telephone provider, not Service Direct.

Option 2:

Show a Campaign Tracking Number as the Displayed Caller ID for All or Some of Your Campaigns
You can set one or more of your Campaign Tracking Numbers to display instead of the customer’s caller ID information. This enables you to more easily recognize that the incoming call is from your Service Direct Campaigns. You can add the Tracking Number(s) as a contact, such as "Service Direct Lead," in your mobile device's address book.

dividerRecorded Calls

Call recording allows you to listen to a previous Lead conversation to replay important information like the Customer’s name and contact information or even provide valuable coaching to your team who answers the phone. If you would like to have your calls recorded, simply check the box to opt-in. 

NoteCall recording is REQUIRED for Lead Review. If you choose to not have your calls recorded, you will not be able to request a Lead Review for potentially Non-Billable Leads.