How Lead Router works

Follow one lead.
See every decision.

Your partners bring the prospects. Your buyers set the demand. Lead Router connects them using the rules you choose, and it records what happened along the way.

Follow the flow ↓See a solar example

Five parts. One connected flow.

Partners are your lead sources, also called publishers or affiliates. Buyers are the advertisers, agents or businesses that receive those leads.

  1. 01

    Partner

    Generates the lead

    Your publisher or media team

  2. 02

    Campaign

    Identifies the source

    Solar search campaign

  3. 03

    Offer

    Chooses the routing rules

    Exclusive solar leads

  4. 04

    Contract

    Defines buyer eligibility

    California, price and caps

  5. 05

    Buyer

    Receives the lead

    A matching solar installer

An offer can receive traffic from many campaigns and connect to many buyer contracts. The diagram follows one lead through that larger network.

01 / Bring the lead in

Know where every lead came from.

A campaign connects a partner’s traffic to an offer. It keeps the source, intake settings and payout terms together.

For server-to-server submissions, the partner uses its posting key and includes the campaign ID. The partner’s key is shared across its campaigns.

Explore lead intake →
Campaigns: your sources in one placeSample workspace
Campaigns: your sources in one place. Campaigns link each sample publisher to the offer receiving its traffic.
Campaigns link each sample publisher to the offer receiving its traffic. Real product screen with sample data.

02 / Find the right buyer

Your rules decide who qualifies.

Each contract defines what a buyer accepts: location, field filters, schedule, price and volume limits. Routing also checks the buyer’s status, available balance and configured duplicate rules.

The offer controls how eligible contracts compete. Choose exclusive, multisell or hybrid distribution, then a ranking strategy such as price or priority.

Explore routing rules →
Offer settings: control how buyers competeSample workspace
Offer settings: control how buyers compete. The sample solar offer brings its distribution settings and buyer contracts together.
The sample solar offer brings its distribution settings and buyer contracts together. Real product screen with sample data.

03 / Deliver and understand the result

See what happened after the match.

Lead Router delivers to the selected buyer using the contract’s configured destination. In an exclusive waterfall, a rejection can move the lead to the next eligible contract.

The lead record connects the original submission, buyer sales and delivery result. Reports and billing records help your team reconcile the outcome.

Explore reporting →
Lead detail: the record behind the resultSample workspace
Lead detail: the record behind the result. One fictional homeowner lead, with its source, buyer sale and delivery information.
One fictional homeowner lead, with its source, buyer sale and delivery information. Real product screen with sample data.
Illustrative residential rooftop fitted with solar panels

An example you can explore

Put it together for solar.

Follow a fictional homeowner from inquiry to installer. Watch the short walkthrough, then change the example’s eligibility and daily-cap scenarios to see why the routing result changes.

Explore the solar setup →

Illustrative setup and imagery; no customer results are claimed.

The same operation, connected.

Add consent capture, call routing, messaging and self-service portals as your operation needs them. Each guide explains the workflow and account prerequisites.

All feature guides →Buyer portal →Consent capture →Call routing →