The SMS Verification feature allows you to add SMS verification for the suspicious leads that require additional verification. Follow this guide to set up this feature in your system.
To set up the lead verification rule, go to the System Management > Products section. Click the “Settings” button next to the Payday US Product, and select the “Lead Processing Rules (iClear)” tab.
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In the “Advanced Rules” tab, click the “Create Rule” button.-3.png)
Fill in the required fields in the pop-up window:
- Rule Name: Enter the name of the rule.
- Publisher: Select the Publisher for which you want the rule to apply. Note: Leave empty to apply the rule to all Publishers.
- Publisher Channel: Select the Publisher Channel for which you want the rule to apply. Note: Leave empty to apply the rule to all Publisher Channels.
- Publisher Source: Select the Publisher Source for which you want the rule to apply. Note: Leave empty to apply the rule to all Publisher Sources.
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Click the “Add” button to finish.
To set up the rule, click the “Edit” button next to it.
In the “General” tab, select the “Active” option in the “Status” field, and select the “FORM” option in the “Select the Method (POST/FORM)” field.
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Click the “Save” button to apply changes.
Select the “Conditions” tab, and click the “Add Condition” button. These conditions allow you to specify leads for SMS Verification.
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For example, if you would like to set up SMS Verification for all Payday US leads, fill in the required fields in a pop-up window:
- Category: Select the “Generate Random Number (0-1000)” option.
- Condition: Select the “More or equal” option.
- Value: Enter the “0” value.
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Click the “Add” button to finish.
Note: You can select other options to customize these conditions that suit your use case.
In the “Action” tab, you should add two separate actions that will be performed when the conditions from the previous step are met. Note: To access the “Pause Lead for Verification” action, you must contact your manager to have this option enabled.
Action 1 “Pause Lead for Verification”: Click the “Add Action” button, and fill in the required fields in a pop-up window:
- Action: Select the “Pause Lead for Verification” option.
- Specify lead status: Select the “Pre-screening” option.
- Phone Number Field: Specify the phone number field name from the form to which the verification SMS would be sent. For example, select the “homePhone” option.
- Message: Enter the error text that will be displayed if the lead is set to the Screening status. For example, enter the “Pre-Screening” message.
Leave all other fields in this action with their default settings, and click the “Add” button to finish.
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Action 2 “Add Lead Tag”: Click the “Add Action” button, and fill in the required fields in a pop-up window:
- Action: Select the “Lead Tags” option.
- Action Type: Select the “Add Tags” option.
- Lead Tags: Select the lead tag that will identify leads undergoing verification in your reports. Read more about Lead Tags in the Knowledge Base article.
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Click the “Add” button to finish.
Monitoring Verification Performance
You can track the verification service’s performance in your reports.
Go to All Reports > Publisher Reports > Performance Summary section. Read more about the Publisher Performance Summary report in the Knowledge Base article.
In the list of available columns, select and add the following two columns to your report view:
- Pre-screening: Applications that have been triggered to receive an SMS code. At this step, users are asked to verify their phone number by receiving a code via SMS.
- XX(XXX): XX is the current number of users who did not proceed to receive the SMS code. (XXX) is the total number of users who have been triggered to receive an SMS code.
- Verifying: Users who requested and received a verification code via SMS. At this step, users are required to input the SMS verification code. Once they enter the code, the application will be processed and will turn into a Reject or Sold status.
- XX(XXX): XX is the current number of users who received an SMS but have not entered the code yet. (XXX) is the total number of users who received the SMS code.
- Verified: The total number of users who have successfully completed the verification process.
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Additionally, these two new statuses, Pre-screening and Verifying, will now also appear in the status list within the Lead Details report. Read more about the Lead Details Report in the Knowledge Base article.