Categorizing Inbound Leads by Branch

By default, new leads that are sent to your account from 3rd party lead providers or your website will be assigned to your "Primary" branch.

Note: You can change your primary branch in your SmartMoving Branch settings. 

However, with a small change, incoming leads can be sent to a specific branch.

Getting Branch IDs
You will first need your branch IDs for any branch you wish to send leads to.  Each branch is given a globally unique ID that looks similar to 999999aa-9a9a-99a9-9999-a999999a9a9a.  

To get the ID for a branch, go to your SmartMoving Branch settings, then click the "three dots" icon for a branch.  From the menu that appears, choose "Copy ID."

This will copy the branch's ID to your clipboard. 

Sending Branch ID
​NOTE: This step may require some technical expertise in order to complete.  
Now that you have the branch ID, you can include it as a "branchId" field.  

For a website integration, this may be as simple as adding a new "BranchId" field to your page, or configuring "BranchId" as a value passed via form plugin's settings.  

For lead providers, the "branchId" can be included in the payload, as shown in the following example:

You can also pass the branch ID as a "query string" parameter, as in this example:

https://api.smartmoving.com/api/leads/from-provider?providerKey=b4331cf6-511d-441f-a965-ab2600b0f73b&branchId=2deb46f2-8661-4c2e-93d1-ec812bdd6b47

Viewing the Branch for New Leads
All new leads, regardless of where they originated, are placed into the New Leads list. This list includes a Branch column.  You can sort leads by branch by clicking on the column header: