Stay on Top of Updates & Improvements in Ringy!
Read more about recent changed, projects the support team is working on, and steps you can take to improve your CRM functionality.
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Follow the instructions for updating your Ringy Lead Vendors to avoid enterprise server interruptions and improve your sms deliverability!
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In order to be eligible to receive Region Leadsmall Credits and Matches, you must apply your Leadspedia ID to your Ringy account. If you are unsure what your Leadspedia ID is, please reach out to your leader or to a member of the Montague Region Support Team.
Instructions on Applying your Leadspedia ID to your Ringy account
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How to Return a Lead in Ringy
First, you must be a member of the Montague Team in Ringy to return leads. You must also have the ANDYNEW and ANDYAGED setup codes applied to your lead vendors in Ringy. Keep in mind, only certain leads are returnable. Returnable leads will display the Leadspedia logo next to them.
Click the purple dropdown arrow on the left side of the lead.
Select “Return to Leadspedia”
Select a reason from the dropdown list on why you are returning the lead. Add any additional information in the notes section regarding why the lead should be returnable.
Click “Return Lead” and you are done!
After Returning Leads:
Returns must be submitted by the 1st of each month for any lead received/bought during the previous month. Once the support team submits the returns to each vendor, we wait until we receive a list back from the vendor telling us which leads they accepted as returns. If any of the leads you returned were accepted, you will be credited for them in your Leadsmall by the end of the month.
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Certain sources in Leadsmall contain leads who are told they will here from a “USHealth Advisor” after they submit a form online for a health insurance quote. In order to have the best chance at these specific leads, it is important to reach out to them as a USHealth Advisors since this is what they are expecting. The best way to do this is to have a specific vendor in Ringy that is tied to a specific Initial Preset Text that tells them you are a USHealth Advisor. Click the link below for detailed instructions.
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Integrate Setup codes into lead vendors on ringy (ANDYNEW, ANDYAGED) in order to improve SMS deliverability.
Match your personal disposition tags to lead status groups in order to participate in region disposition reporting.
Ensure you are a member of the Montague Team in Ringy
Follow instructions on adding your Leadsmall ID into Ringy.
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RINGY CHECKLIST FOR MATCH ELIGIBILITY
CLICK BUTTON BELOW TO SEE THE FULL CHECKLIST FOR MATCH ELIGIBILITY
Ringy & Disposition Data
Click the button below to view instructions on Automating your Lead Status Groups for Region Disposition Data in Ringy
USING THE “SOLD” FEATURE IN RINGY
Ringy FAQs
What does “Incentivized” mean?
Incentivized lead generation is the practice of offering a reward in exchange for fulfilling a call to action (filling out a form online). These rewards can be material items or opportunities, such as money or free insurance. It’s important to mark these leads incentivized so we can catch lead vendors that are sending these type of leads and stop them from making their way into your CRM.
Do I need to be added to “The Montague Company” in Ringy for dispo data or returns?
As of 5/14/24 disposition data will be collected via lead status groups. If you have already matched all of your disposition tags to a Lead Status Group by following the instructions above, then you no longer need to be connected to the company in ringy. Once you complete these steps you can go to your “My Company” page on Ringy and remove yourself from the company. This will remove the old region disposition tags from your account as well.
Do I need to be added to the “Montague Team” in Ringy?
Yes, in order to return leads and be eligible for Matches and Region Leadsmall Credits, you must be a member of the Montague Team in Ringy