Getting Started with Create

Summary

It's time to dive in! In this article, we'll walk through all of the steps to create LeadiD tokens.

Step 1: Sign Up for a Member Portal Account

• Publishers and/or Lead Sellers can sign up for an account here: https://marketing.verisk.com/leadid-creator-program-join/

• Lead buyers, who don't also sell leads, can sign up for an account here: https://app.leadid.com/signup

• If your company already has an account, sign up for an additional login here: https://app.leadid.com/signup

Not sure what to choose? Contact our team and we'll be happy to help: support@jornaya.com

Once our support team approves your account, you will receive an email that will provide further details on accessing the Member Portal.

Step 2: Create a Campaign

1. Log into the Member Portal and navigate to the "Campaigns" tab

2. Select "My Campaigns"

3. Click either the "Add new Web Campaign" or "Add new Call Center Campaign" button" depending on your use case.

   1. Web Campaign - For websites a consumer can visit 

   2. Call Center - A lead created on a call center agent's form, where only a call center agent could access

      

4. Enter a name and select the Industry

5. Click "Save & Publish"

 Follow along with the below video to Creating a New Campaign:

FAQs

What is a Jornaya Campaign?

Step 3: Retrieve the Campaign Script

1. Click on the "Campaigns" tab then "My Campaigns"

2. Next to the campaign you created click "Get Code". 

   1. This will provide you with a unique set of instructions for your account and campaign to follow

How to Retrieve the Campaign Script:

FAQs

What is a Jornaya Campaign?
Do I need to set up a different campaign for every source or buyer?

Step 4: Implement the Campaign Script

The guide below describes how you may begin implementing the Campaign Script

Step 5: Testing Script Implementation

All done? Nice work! Before moving on, complete the Campaign Implementation Self-Test to get real-time feedback and ensure the implementation is working as expected.

Step 6: Posting Leads to Buyers

When a lead is submitted, be sure to store the LeadiD token alongside the lead record in a database.

If the submitted lead is being sold, include the LeadiD token in the ping/post to the lead buyer. Check with the lead buyer or their Lead Management System to confirm the field name that the LeadiD token should be placed into within the posting string.

What's Next?

If utilizing TCPA Guardian or Intelligence solutions once the lead is submitted and the LeadiD token is stored, the next step is to make an API call to Verisk Marketing Solutions to access those data packages. Click the below links to get started with each of these data packages.

• Get Started with Intelligence data

• Get Started with TCPA Guardian data

Step 7: Provide TCPA Disclosures to Buyers & Monitor Compliance

To minimize TCPA Disclosure Mismatches, you should proactively provide a list of TCPA disclosure languages that are in use on your forms and sub-source forms.  Buyers can review those disclosures and add approved disclosures to their audit profiles in the Member Portal.  You can reference this article for more information about how compliance is measured through TCPA Guardian.

To identify the visibility score of your TCPA disclosures, you can utilize the TCPA Visibility Sandbox.

Advanced implementations and integrations

All websites are not created the same but, rest assured, we've seen and implemented the campaign script on just about every type of website!

If our standard implementation instructions don't seem to work for a specific website setup, hop over to our Advanced Implementation articles.

to see if there is a common solution.