Marketing sources

What a marketing source is

A marketing source is one vendor's way into Mav. Each source has its own posting URL. When the vendor posts a lead there, Mav saves the contact and starts a conversation with one of the agents you picked. Use one source per vendor, so every contact shows where it came from.

Find your sources

Click the lightning bolt next to Agents in the sidebar, or Integrate a Marketing Source on Home. The page has two parts:

• Directory lists the vendors Mav already works with. A connected vendor shows Connected and the agents it routes to.
• All sources lists your custom sources and any other vendors.

Everyone on the account can see this page. Only Managers can add, change or remove a source.

Add a source

For a vendor in the directory, click Integrate on its tile. For anyone else, click Add source and pick the vendor under Lead source, or choose Custom (not in the directory). Then fill in:

Field	What it does
Source name	Fills in from the vendor's name. Rename it any time.
Transfer DID	Optional. The number Mav dials to reach a rep on a transfer, when the vendor doesn't send one with the lead.
Route to agents	The agents this source's leads go to.

Not buying from a directory vendor yet? Request leads on its tile emails their sales team.

Route leads to agents

Leads split evenly across the agents you pick: two agents get 50% each, three get about 33% each. A contact always goes to the same agent, so a repeat lead lands with the agent who already has it. Every agent on a source must be the same kind, like all auto insurance agents.

To change the split, click Edit agents on the source, tick the agents you want and click Save routing.

To pause a source, clear all its agents. Leads that arrive while it's paused are saved as contacts, but no agent works them.

Give the vendor the posting URL

Click Integration on the source. It shows the Posting URL with a Copy button, the Lead Parameters the vendor can send and an example request. Send these to your vendor. Only phone is required; everything else the vendor sends is kept on the contact under Properties. For field mapping and the debug log, see Lead sources and marketing webhooks.

From lead to first text

1. The vendor posts the lead to the source's URL.
2. Mav saves the contact, or finds the contact already on your account with that phone.
3. Mav picks the agent and starts a conversation.
4. Mav checks it can reach the contact: a valid number, no opt-out, and not on your blocked numbers or a scrub service you turned on. See Blocked numbers and scrub services.
5. The agent sends its first text within seconds, or calls first if the agent is set up to.

A directory source labels each contact with the vendor and your source name, and the vendor can't change it. A custom source uses the source and sub_source the vendor sends.

Repeat leads

When the phone is already a contact on your account, Mav uses that contact. It doesn't overwrite the name, email or other details on file. An open conversation with the same agent carries on; a different agent starts a new conversation in its place.

Edit or remove a source

Click the pencil on a source to rename it or change its Transfer DID. Remove source deletes the source and its debug log, and its posting URL stops taking leads. A removed directory vendor goes back to the directory, ready to integrate again.

Who can do what

Action	User	Manager
See sources, Integration and Debug	Yes	Yes
Add, integrate, route, edit, map fields, remove	No	Yes