Posting Lead information to the WMA

You can easily integrate your website with our Website Management Application (WMA) to pass leads using several user-friendly methods. Here’s how you can do it:

  • Use the Spinwheel Option: This is the simplest way for leads to interact. When you direct traffic to a Spinwheel-style interface on the WMA, it automatically retrieves the lead’s debt information as soon as they authorize access. This method minimizes effort for the user and provides the most comprehensive data back to you.
  • Employ a Detailed Form: By directing traffic to a detailed form on the WMA, leads can manually input their debt information, one account at a time. This option allows for precise data entry.
  • Host a Custom Form on Your Site: Create a custom form on your own website that fits seamlessly with your design. Once a lead fills out this form, the information is sent (via POST method) to the WMA. This method allows you to maintain your branding while ensuring the data is properly captured and validated by the WMA.
  • Direct Posting of Lead Information: If you have a process already in place for collecting lead data, you can simply post it directly to the WMA once it’s ready. This is ideal if you are working with affiliates or have a custom workflow that gathers comprehensive lead information before submission.

Choose the method that best fits your needs and enhances the user experience for capturing lead information efficiently.

Once a lead is captured through your website, the information smoothly transitions into the Client Management Application (CMA) where it is processed according to your specific agency rules. Here’s a step-by-step breakdown of how this can work:

Example Lead Flow:

  1. Attract Leads: Start by directing traffic from Google Ads to a custom landing page on your website.
  2. Capture Data: On this landing page, there is a form that gathers essential lead data. Once the lead submits this form, the data is automatically sent (POSTed) to a form in the Website Management Application (WMA).
  3. Provide Value: After submitting, the lead has the option to close the web browser or continue to enter their debt information to receive an estimated monthly payment for a Debt Management Plan (DMP).
  4. Seamless Integration: Next, the lead’s information is posted to the Client Management Application (CMA). Here, the lead is automatically assigned to a certified credit counselor at your agency.
  5. Engage and Analyze: Upon assignment, an Initial Contact attempt task is triggered. This could involve an AI analysis of the lead’s provided information to create a detailed profile and recommend suitable programs.
  6. Follow-up Communication: Concurrently, a thank you text message or email is sent to the lead, containing custom recommendations based on their needs and preferences.

This streamlined process not only ensures efficient management of leads but also enhances engagement by providing timely and relevant information to potential clients.

Advantages of the Spinwheel Form:

The Spinwheel form is a powerful tool for capturing lead data with several significant advantages:

  1. Reduced Consumer Friction: Spinwheel streamlines the data collection process by only requiring a cell phone number and date of birth. This minimal input reduces the barriers for consumers to provide their information.
  2. Enhanced Verification Process: After the lead inputs their information, Spinwheel sends a verification text message to the provided cell phone number. The consumer must click a link within this message to authorize the data retrieval, ensuring that the information is both accurate and willingly shared.
  3. Soft Credit Pulls: Once authorization is given, Spinwheel performs a ‘soft pull’ of the consumer’s credit profile. This does not impact the consumer’s credit score, making it a non-invasive way to obtain necessary financial information.
  4. Efficient Data Handling: The credit profile is seamlessly returned in JSON format and directly integrated into the client’s ClientDocs. Additionally, details about the creditors and any budget information extracted during the process are recorded in the client’s CMA record.
  5. Custom Reporting: With the data in JSON format, you can create custom reports to filter through leads based on specific criteria. For example, you can identify leads with certain types of debt, such as student loans or mortgages, enabling targeted follow-ups and tailored service offerings.
  6. Balance Refresh Capability: For accounts that qualify, Spinwheel provides the option to refresh balance information through their API. This feature ensures that the financial data you have is up-to-date, which is crucial for maintaining accurate and effective management of leads.

Overall, the Spinwheel form offers a user-friendly, secure, and efficient method for gathering and utilizing consumer financial data, enhancing both lead management and customer engagement processes.

For more information, visit: https://spinwheel.io/solutions/1-click-debt-management

API Posting Instructions for Leads

To integrate with our lead management system, you’ll need to send lead data to our API endpoint. Below you will find detailed instructions on how to post data using curl. Replace https://leadsdemo.clientsupportsoftware.com with your endpoint URL.

Required and Optional Fields:

  • style: A numeric identifier (e.g., 50), if applicable.
  • camp: Campaign identifier, if applicable.
  • from: Must always be set to ‘ad’.
  • lt: Optional. If set to ‘Y’, the post is considered a Live Transfer and bypasses the Import Lead/Duplicate check within the CRM. It sets the phase to ‘Lead’ and remains unassigned, appearing in the Manager Report.
  • submitForm: Must be set to ‘Y’.
  • oid: Optional. Can be used to pass your lead source for tracking purposes.
  • leadNameFirst: Required.
  • leadNameLast: Required.
  • leadEmail: Required. Must be a valid email format (e.g., something@domain.com).
  • leadHomePhone: Required. Must contain a valid US area code and be 10 digits long (e.g., 3055551234).
  • leadWorkPhone: Optional.
  • leadZip: Optional.
  • leadEstimatedAmountOwed: Required. Debt amount as a number (e.g., 10000). If unknown, pass 5000.
  • leadAddressLine1: Optional.
  • leadAddressLine2: Optional.
  • leadCity: Optional.
  • leadState: Optional. Must be a 2 character abbreviation.
  • leadZip: Optional.
  • leadDateOfBirth: Optional.
  • leadSourceURL: Optional.
  • leadSourceIP: Optional.
  • leadSourceDate: Optional.
  • leadComment: Optional.
  • leadBestContactTime: Optional.
  • leadPrimaryInsurance: Optional.
  • leadIncomeSource: Optional.

Responses:

  • Accepted: <status>accepted</status>
  • Rejected: <status>rejected</status>Reason

Curl Example:

curl -X POST https://leadsdemo.clientsupportsoftware.com \
-d "style=50&camp=your_campaign_id&from=ad&lt=Y&submitForm=Y&oid=sub_campaign_id&leadNameFirst=John&leadNameLast=Doe&leadEmail=johndoe@example.com&leadHomePhone=3055551234&leadEstimatedAmountOwed=10000"

Example embedded form that can be hosted on your site:

Remember to replace the action=”” value with your endpoint. 

<h2><strong>Get a Free Quote Now!</strong></h2>
<div id="quickEstimateForm">
    <form method="POST" action="https://leadsdemo.clientsupportsoftware.com/Step1.php">
        <input type="hidden" name="submitForm" value="Y"><input type="hidden" name="style" value="50">
        <input id="quickFormCamp" type="hidden" name="camp" value=“CustomWebsiteForm”>
        <input id="quickFormOid" type="hidden" name="oid" value="quickEstimateForm">
        <p></p>

        <table>
            <tbody>
                <tr>
                    <td><b>First:</b></td>
                    <td><input type="text" size="14" name="Lead[leadNameFirst]" placeholder="First Name" required="">
                    </td>
                </tr>
                <tr>
                    <td><b>Last:</b></td>
                    <td><input size="14" type="text" name="Lead[leadNameLast]" placeholder="Last Name" required="">
                    </td>
                </tr>
                <tr>
                    <td><b>Phone:</b></td>
                    <td><input size="14" type="text" name="Lead[leadHomePhone]" placeholder="xxx-xxx-xxxx" required="">
                    </td>
                </tr>
                <tr>
                    <td><b>Email:</b></td>
                    <td><input type="text" size="14" name="Lead[leadEmail]"></td>
                </tr>
                <tr>
                    <td><b>Debt:</b></td>
                    <td>
                        <select name="Lead[leadEstimatedAmountOwed]">
                            <option value="0">Select your debt amount</option>
                            <option value="5000">$5,000-$9,999</option>
                            <option value="10000">$10,000-$19,999</option>
                            <option value="20000">$20,000-$29,999</option>
                            <option value="30000">$30,000-$39,999</option>
                            <option value="40000">$40,000-$49,999</option>
                            <option value="50000">$50,000-$99,999</option>
                            <option value="100000">$100K - or more</option>
                        </select>
                    </td>
                </tr>
                <tr>
                    <td colspan="2" align="center">
                        <div class="tcpa">The Telephone Consumer Protection Act requires that you verify your email
                            and telephone numbers. By clicking below, you consent to receive email, SMS and/or phone
                            calls from Company and its partners. I understand that consent is not required to receive
                            free information or make a purchase.</div>
                        <center><input class="orange button" type="submit" value="Free Online Estimate"></center>
                    </td>
                </tr>
            </tbody>
        </table>
    </form>
</div>