Set Your Time Zone
Please set your time zone in order for all the dates in your account to be correct.
Video – How to set your time zone
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.
Video – Adding a vendor
Set Up Another Vendor Account/Profile This account will be for any company or partner who will provide you leads.
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.
Video – Set up clients
Set Up an Actual Client – This account will be for any company or individual who will receive leads.
Create New list Under In-house Vendor Account
Choose all of the rules & filters that a lead has to pass through to be a success.
Choose “Import” For “Return Success On”
Video – How to set up a new list
Implement API From New List & Start Testing Importing via API
ListFlex autogenerates this api for you, implement it or upload manually. API is found in Vendor account under “More Options” top right side.
Video – Simple APIs
In-house Client Account – Set Up A Test Order
Choose “send leads”, then Live Feed, then “back office” delivery etc.
Video – Setting up a test order
Browse Vendor Settings, Reports & Options
Click on list name to view list rules. Also, APIs, Scrub Logs & Backoffice.
Browse Client Settings, Reports & Options
APIs, Payments, Suppression Files, Back Office & More
Video – Listflex clients and settings
Browse Reports After Leads are Importing and Delivering
Choose the reports tab and view each of the reports after leads are imported
Video – Reports and where to go