Web-Leads Configurations

The difference between FSA & Path when setting up LeadGen

The difference between FSA & Path 

• FSA is a round-robin setup for Web leads, so if someone goes to the FSA lead gen site, it cycles through agents in the org that are also assigned under that FSA.
• The path directly connects Web Lead cases to a specific instance user. 

LeadGen Configurations (Path)

1. To link an advisor account, first, we must log in to the correct instance (example: LDA)
2. After logging in, go to the "systems" drop-down and click "Manage Organizations" 
   1. From the Organization Name section, locate the org needed (Example: Barrington) and click "View"
3. Next, with the information provided in the ticket, locate the asked-for node
   1. If the advisors aren't in the requested node, add them as agents
4. Find the advisor info (name & email) under the "Agents" section and click the four dotted line button next to the name labelled "Edit key/Value Pairs" (see screenshot)
   
5. For the "Key" textbox, input the word: path
6. For the "Value" textbox, find the mini-site link on the ticket Excel file
    
   1. Copy only the last part of the link, for example: https://www.lda.ca/testname 
   2. Input testname into the "Value" textbox
7. Click Add

FSA Configurations

1. To link an advisor account, first, we must log in to the correct instance (example: LDA)
2. After logging in, go to the "systems" drop-down and click "Manage Organizations" 
   1. From the Organization Name section, locate the org needed (Example: Barrington) and click "View"
3. Next, with the information provided in the ticket, locate the asked-for node
4. Next to the node name on the right-hand side, click the four dotted line buttons labelled "Edit key/Value Pairs" 
   
5. For the "Key" textbox, input the word: fsa
6. For the "Value" textbox, the ticket creator will provide the needed separating value. 
   1. We would use the node with a - instead of a space for the Barrington. Example: port-perry
      1. Input port-perry in the "Value" textbox
         
7. Hit Add
8. The last step is linking the advisor to the FSA
9. Locate the node requested, find the advisor info (name & email) under the "Agents" section, and click the four dotted line button next to the name labelled "Edit key/Value Pairs" 
10. For the "Key" textbox, input the word: fsa
11. For the "Value" textbox, the ticket creator will provide the needed separating value. 
    1. We would use the node with a - instead of a space for the Barrington. Example: port-perry
       1. Input port-perry in the "Value" textbox

Click Add