Migration

Migration from Leadspedia to Boberdoo

In October 2021, we moved from Leadspedia to Boberdoo. This describes all of the many steps we need to do to move the accounts from one system to the other:

  1. CLOSE Leadspedia
    1. Advertiser –> Home –> Name ==> Prefix the name of the advertiser with “(x} ” to mark that it has been migrated
    2. Advertiser –> Home –> Status = Paused (if it’s not paused already)
    3. Advertiser Balance
      1. If pre-paid buyer: Advertiser –> Advertiser Credit –> Adjust Credit –> Debit, set amount to the current balance to zero out, make a note “Transfer funds to new system”
      2. If rev share buyer: Do nothing for current balance
  2. ADJUST PARTNER SETTINGS in Boberdoo
    1. TAB PARTNERS –> SELECT PARTNER –> ACCOUNT SETTINGS –> CONTACT INFORMATION
      1. Partner account settings contact information section –> Login –> change the login from the original that we uploaded to the main account owner email address
    1. TAB PARTNERS –> SELECT PARTNER –> ACCOUNT SETTINGS –> ACCOUNT INFORMATION
      1. Partner account settings account information section –> Can Partner Change Status? –> Set to Yes
      2. Partner account settings account information section –> Can Request Phone Delivery Refunds –> Set to Yes
      3. Partner account settings account information section –> Can Email/Export Leads –> Set to Yes
      4. Partner account settings account information section –> Show Call Recordings Link In Partner Admin –> Set to Yes
  3. ADD BILLING SETTINGS to Boberdoo
    1. TOP SECTION “Billing Information”
      1. Edit partner –> Invoicing/Billing –> Value For Notification Email/Rebill Amount –> Set to max product price, normally cost of water calls. For example if water call is $400 then set this to $400
      2. Edit partner –> Invoicing/Billing –> Remaining Credit Trigger –> Set to max product price minus $1, normally cost of water calls minus $1. For example if water call is $400 then set this to $399
      3. Edit partner –> Invoicing/Billing –> Value For Notification Email/Rebill Amount –> Set to “Auto” to enable automatic billing
      4. Click “Update Billing Info” at bottom to save all of these settings
    2. BOTTOM SECTION “Authorize.NET Payment Profile”
      1. Edit partner –> Invoicing/Billing –> “Profile Description” field –> enter “Inquirly Inc”
      2. Scroll down and click “Save” to commit this
  4. ADD BALANCE TO BOBERDOO
    1. Find the value of the balance we plan to move from Leadspedia
      1. If rev share – skip this section, we will not add any funds for these buyers
      2. If zero balance in leadspedia, skip this section, we will not add any funds for buyers with no funds
      3. If positive balance in leadspedia, add the amount of balance to transfer
        1. Partner –> Transactions –> Add –> Add New –> Other credit-credit, enter amount, enter description “Transfer from old leads system”
        2. Verify that the value you just entered is showing in green text as a positive non-zero amount in the area just above the table
  5. ADD ** LEAD ** FILTER SETS TO BOBERDOO
    1. Partner –> Lead filter sets –> in top section click “select template” and choose “Leads Water template” –> click the “+” symbol next to the template name
    2. Filter set editor –> Filter set name –> enter “Leads Water”
    3. Filter set editor –> Lead price –> enter rate
    4. Filter set editor –> Deliver to email/phone with email address –> enter the email distribution
    5. Filter set editor –> Deliver to email/phone with SMS phone number –> enter the SMS distribution
    6. Filter set editor –> Zip –> ensure option selector = “Include” –> enter geography
    7. Filter set editor –> Save
    8. This set of steps above should create a filterset. It will show you the preview of the filterset, verify that the price, zip count, other settings make sense
    9. To create another filter set for another Task, two options
      1. Follow all steps above to create a new filterset from a template
      2. Select a similar filterset and select the gear icon –> Copy filter set –> adjust the settings on the cloned filterset
        1. Boberdoo creates cloned filtersets in Paused state, toggle to Active
        2. Edit the filter set name, price, Task selection
        3. NOTE about Task selectors
          1. Mold – Choose “Mold Removal” only, unless directed otherwise to also select “Mold Testing”
          2. Water – Choose “Water Damage” and “Water Removal” both
  6. ADD ** CALL ** FILTER SETS TO BOBERDOO
    1. Partner –> Lead filter sets –> in top section click “select template” and choose “Calls Water template” –> click the “+” symbol next to the template name
    2. Filter set editor –> Filter set name –> enter “Calls Water”
    1. Filter set editor –> Lead price –> enter rate
    2. Filter set editor –> Partner ring to –> enter the phone number to transfer the call to
    3. Filter set editor –> Deliver to email/phone with email address –> enter the email distribution
    4. Filter set editor –> Deliver to email/phone with SMS phone number –> enter the SMS distribution
    5. Filter set editor –> Zip –> ensure option selector = “Include” –> enter geography
    6. Filter set editor –> Save
    7. This set of steps above should create a filterset. It will show you the preview of the filterset, verify that the price, zip count, other settings make sense
    8. To create another filter set for another Task, two options
      1. Follow all steps above to create a new filterset from a template
      2. Select a similar filterset and select the gear icon –> Copy filter set –> adjust the settings on the cloned filterset
        1. Boberdoo creates cloned filtersets in Paused state, toggle to Active
        2. Edit the filter set name, price, Task selection
        3. NOTE about Task selectors
          1. Mold – Choose “Mold Removal” only, unless directed otherwise to also select “Mold Testing”
          2. Water – Choose “Water Removal”
  7. CONFIRM YOU CAN ACCESS BOBERDOO SYSTEM USING PARTNER LOGINS
    1. Login to buyer portal using logins
      1. https://app.inquirly.com
      2. Enter buyer login
      3. Enter buyer password
    2. Toggle the active/paused at the top, and then back to the correct/final setting
    3. … and if either of these steps do not work then make appropriate adjustments in the admin portal to the partner settings
  8. EMAIL the buyer
    1. Make a To line with the emails from the contacts in Leadspedia
    2. Make a cc line with all these three emails: jordan@mold-advisor.com; maisie@inquirly.com; tj@inquirly.com
    3. Subject line
      1. Make the subject line: Inquirly new portal access – {Advertiser_name}
      2. Example subject: Inquirly new portal access – My All Dry of Denver
    4. Body content
      1. Use template provided
      2. Replace XXXXXXXXXXXXXXXXXXXX with appropriate information
  9. MAKE NOTES in transfer file
    1. Status
    2. Date
    3. Sent by (your initials)
    4. Balance moved
    5. Comment

Differences between Different Types of Buyers

Pay per Lead/CallRev ShareWholesale
Edit partner –> Invoicing/Billing –> Value For Notification Email/Rebill Amount Set to max product price, normally cost of water calls. For example if water call is $400 then set this to $400 N/A – field not used N/A – field not used
Edit partner –> Invoicing/Billing –> Remaining Credit TriggerSet to max product price minus $1, normally cost of water calls minus $1. For example if water call is $400 then set this to $399N/A – field not used N/A – field not used
Edit partner –> Invoicing/Billing –> Value For Notification Email/Rebill Amount –> Set to “Auto” to enable automatic billingAutoManualManual
Edit partner –> Invoicing/Billing –> “Profile Description” fieldType in this text: Inquirly IncType in this text: Inquirly Inc N/A – field not used
Filter set editor –> Lead priceUse rate from Leadspedia or agreementUse rate from Leadspedia $0
One time funds transfer from old system: Partner –> Transactions –> Add –> Add NewOther credit-credit, enter amount from leadspedia, enter description “Transfer from old leads system”N/A – Do not add any credits hereN/A – Do not add any credits here
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