Listflex New User Checklist
Step 1: Set Your Time Zone
Please set your time zone in order for all the dates in your account to be correct.
Step 2: Set Up A Vendor Account
Name the account – In House Account This account will be a real account for internal use and your view only. Then, set up another vendor account/profile. This account will be for any company or partner who will provide you leads.
Step 3: Set Up A Client Account
In-house Account, use this as the name of the account. This account will be for your internal use and your view only. Then, set up an actual client This account will be for any company or individual who will receive leads.
Step 4: Create A New List
Choose all of the rules & filters that a lead has to pass through to be a success. Choose the List Type – Import, Priority Order or Bidding.
Step 5: Test API & Importing From New List
ListFlex autogenerates this api for you, implement it or upload manually. API is found in Vendor account under “More Options” top right side.
Step 6: Set Up A Test Order
Choose “send leads”, then Live Feed, then “back office” delivery etc.
Step 7: Browse Vendor Settings & Reports
Click on list name to view list rules. Also, APIs, Scrub Logs & Backoffice.
Step 8: Browse Client Settings & Reports
APIs, Payments, Suppression Files, Back Office & More
Step 9: Browse Lead Import Reports
Choose the reports tab and view each of the reports after leads are imported
