How Distribution Works
Where to find it
Sidebar > Distribution
How Distribution Works
Prerequisite: If you use email as a delivery channel for partners, you must configure your SMTP server first. Go to Account Settings > Email Settings. See Email Setup (SMTP & IMAP).
Distribution is Leadflip's module for routing leads to partners automatically. When a lead enters your system (via form, API, or import), distribution profiles evaluate rules, select partners, and deliver leads through configured channels (email, webhook, or others). You control who gets which leads, how many, and when.
The Distribution Flow
- Lead arrives – A new lead is created (form submission, API, CSV import).
- Profile evaluation – Distribution profiles tied to the lead's Entity run their rules.
- Partner selection – Rules match the lead to one or more partners (e.g., by ZIP code, property type, status).
- Priority and caps – If multiple partners match, priority and caps (e.g., max leads per partner per month) determine who receives the lead.
- Delivery – The lead is sent via the partner's configured channel (email, webhook).
- Tracking – Delivery is logged for invoicing and reporting.
Key Concepts
| Concept | Description |
|---|---|
| Distribution Profile | A set of rules, partners, and delivery settings for an Entity. |
| Partner | A buyer or recipient who receives leads. Each partner has delivery settings and caps. |
| Rules | Conditions that filter leads (e.g., "ZIP starts with 90", "Status = New"). |
| Delivery channels | How leads are sent: email (formatted CSV/JSON) or webhook (HTTP POST). |
| Caps | Limits on how many leads a partner receives (per day, per month, etc.). |
Where to Start
- Go to Distribution in the sidebar.
- Select your Entity.
- Create a Distribution Profile and add partners.
- Configure rules and delivery channels.
- Enable the profile. New leads will start flowing through automatically.
Managing Delivered Leads
After a lead has been distributed, you can take manual actions from the Distribution Log Detail drawer. Click any log entry to open the detail view, then use the three-dots menu (top-right) to access the available actions.
Resend to Partner
Use Resend to Partner when you need to re-deliver a lead to the same partner, for example if the partner reports they did not receive it or need an updated copy.
- Available only for leads with status Delivered.
- Creates a new distribution job linked to the original (the original remains unchanged).
- Bypasses partner selection and deduplication: the lead goes directly to the same partner using their current delivery channel.
- A confirmation dialog shows you which partner will receive the resend before you confirm.
Rerun Distribution
Use Rerun Distribution when a distribution failed or got stuck and you want to retry the full routing process.
- Resets the job status back to Received and clears any previous error.
- Runs the full partner selection again. The lead may be delivered to a different partner based on current rules, caps, and filters.
- Does not create a new job; it retries the existing one.
- No confirmation required; the rerun starts immediately.
Cancel Distribution
Use Cancel Distribution to revoke a delivered lead, for example if a lead turns out to be invalid or a duplicate that slipped through.
- Available only for Delivered leads that have not yet been invoiced and are within the partner's cancellation period (default: 7 days).
- You can optionally provide a cancellation reason for your records.
- The lead is marked as cancelled and excluded from future invoices.
- If automatic redistribution is enabled on the profile, a new distribution job is created automatically to route the lead to the next eligible partner.
Where to find it
- Go to Distribution in the sidebar.
- Select your Entity.
- Click any entry in the Distribution Logs table, or open the Audit Log drawer.
- In the log detail drawer, click the three-dots menu (top-right corner).
- Select Resend to Partner, Rerun Distribution, or Cancel Distribution.