What Is The Automatic Lead Matching Add-On?

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000007994

Overview

All directory websites generate leads from visitors who contact professional members. This add-on allows the site to instantly send leads to members without manually matching them.

This means members will automatically be connected with leads and have the ability to purchase them in real-time. The website will generate more revenue from leads than ever before!

How To Get This Add-On
Websites with the VIP Add-Ons Club automatically have this add-on available: 
Join The VIP Add-Ons Club
Purchase Individually: Automatic Lead Matching Add-On

How It Works

This add-on enhances the default Leads system included with all sites by introducing advanced settings and automated matching tools that help speed up lead processing.

By default, leads submitted through the "Get Matched" form are marked as Pending and require manual review by an admin—a task that can become overwhelming when submissions start piling up.

How to Match a Lead » Get Matched Form

With the auto-matching feature enabled, the system can automatically match leads based on the request details, saving time and reducing the need for hands-on management.

It’s important to note that auto-matching only applies to leads submitted through the "Get Matched" form—typically found at /getmatched—and only if the visitor requests replies from multiple members. Leads sent directly to a specific member are not auto-matched, though they can still be auto-delivered using a separate setting.

Enable "Get Replies from more members?" Option

This feature is ideal for websites receiving a high volume of leads and looking to reduce manual work. For new or low-volume sites, we generally recommend sticking with the default leads system until there's a need for more automation.

Review the entire documentation folder for more information:

>> Automatic Lead Matching Add-On Folder