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:
What’s next?
Locate your unique provider key and URL. Click here to learn how to find and send your provider key