Overview

Here we will cover Lead Tokens, now to access them, and how to use them with a URL that can be shared with your customers to provide direct access to a Post Purchase product protection plan offer. Below we will walk you through the Merchant portal showing you where to access the tools and how to customize the

Accessing the Lead Token

You can use the Merchant Portal to manually copy a lead token for any lead that your integration has generated. The lead token can be used to manually create a lead URL that can be sent to customers for one-off post-purchase offers.

From Leads List View

1. Log into the Merchant Portal.
2. On the left navigation bar, click on Leads.
3. Search or filter to find a specific lead
4. From the list view, click the three dots and select Copy Lead Token

Copy Lead URL

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This feature needs to be enabled by your our team

The Copy Lead URL functionality needs to be enabled by our team upon request. Please contact one of our associates through your Merchant Portal and provide your default Base URL — the URL that you want your customer to land on when they click your post-purchase offer link (usually your store's homepage). You will not see the ‘Copy lead url’ button in the Merchant Portal until you have communicated your desired default Base URL to our team to enabled the feature.

To avoid the step of manually constructing a Lead URL for your post-purchase email using a base URL and Lead Token, you can use the Copy Lead URL functionality to get a pre-constructed link that can be sent directly to your customer via email, text, etc.

A Lead URL is the combination of your specified Base URL and your Lead Token:

Lead URL Structure: {Base URL}?leadToken={Lead Token}

Example: https://merchantwebstore.com?leadToken=febdc18a0409ee883e5f64a7842d74dc

Update your Base URL (optional)

1. Log into the Merchant Portal.
2. On the left navigation bar, click on Settings
3. Navigate to the Lead URL Configuration section
4. Enter a new Base URL and click the Save button

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Note

The URL that is saved in the Lead URL Configuration section is the URL that your customer will be directed to when they click the link. This URL can be updated any time.

From Leads List View

1. Log into the Merchant Portal.
2. On the left navigation bar, click on Leads.
3. From the list view, click the three dots and select Copy Lead URL

When the lead URL has been successfully copied, you will see a message letting you know that the lead URL was successfully copied to your clipboard.

From Lead Detail View

1. Log into the Merchant Portal.
2. On the left navigation bar, click on Leads.
3. Search or filter to find a specific lead
4. Click on the lead in the list view
5. From the lead detail view, click the Copy Lead URL button

When the lead URL has been successfully copied, you will see a message letting you know that the lead URL was successfully copied to your clipboard.

Whichever meathod you utilize to access your Lead Token URL will be sufficient to provide your customer with that access to the Post Purchaes product protection offer. This provides you with a income generating opportunity while also providing your customers with peace of mind

Congratuations on setting setting up your Post Purchase Email offers and accessing your Lead Tokens. If you run into any issues during this process or have questions please reach out to our team through your Merchant Portal.