Opta is the only lead distribution platform built specifically for the trades. It receives leads from your sources, validates and filters them against your rules, and delivers accepted leads to your downstream tech stack.
How Leads Flow Through Opta
Any lead source that collects form data and can send it via API or webhook can connect to Opta. This includes lead aggregators, marketing agencies, your own website forms, Facebook lead ads, and Google Ads lead forms.
When a lead comes in, Opta runs it through your configuration:
Receives the lead from your source automatically.
Validates the data including phone, email, and address.
Checks your rules including zip code targeting, duplicate detection, and budget caps.
Accepts or rejects the lead based on those rules.
Delivers accepted leads to your downstream tech stack (CRM, speed-to-lead, dialer, Google Sheet, email, or any other endpoint).
Rejected leads are blocked before they reach your systems. You can view every lead and its status in the Leads section of your dashboard.
What Leads Should Go Through Opta?
All of your digital leads. Running everything through Opta gives you real-time reporting across all your digital lead sources and ensures duplicates get rejected no matter which source they come from.
If a lead comes from a web form and the data can be sent via API or webhook, it can go through Opta.
What You Can Control Per Campaign
Each campaign has its own set of rules. Here's a high-level overview of what you can configure.
Validation
Reject leads with invalid data. You can enable validation for email, phone, address, and IP address.
Fields
Define what data each lead must include. Leads missing required fields are rejected. You can also add custom fields to capture additional data from your sources.
Sources
Link lead sources to your campaign and control which ones are approved to send leads. You can also manage specific traffic sources from a provider using Sub ID management.
Budgets
Set daily, weekly, monthly, or total budget caps per source. Once a source hits its budget, leads from that source are automatically rejected.
Duplicates
Set duplicate detection windows for email and phone. Choose how long to block duplicates (e.g., 30 days, forever). You can also enable cross-campaign duplicate blocking so a lead that came through your roofing campaign gets rejected if it comes in again through windows.
Filters
Target or exclude leads by geography and quality: state targeting, zip code targeting, Blacklist Alliance (block known litigators), and IP-to-State Match (block leads where the IP address doesn't match the given state).
Schedule
Control when your campaign accepts leads. Use presets like 24/7, Weekdays, or Weekdays 9-5, or set custom hours per day.
Data Enrichment
Automatically enrich leads with property type and property value. Enriched data can also be used as rejection criteria.
Key Sections of the Platform
Section | What it does |
Dashboard | Lead volume, acceptance rate, spend, and savings at a glance. |
Campaigns | Define what leads you accept (zip codes, budgets, validation rules) and where they get delivered. Each campaign has its own rules, so you can set unique configurations per source to make sure everything gets where it needs to. |
Sources | Manage the lead providers connected to your campaigns. |
Reports | Campaign performance, source performance, overall performance, rejections, and pacing. |
Leads | View every lead that has come through Opta. Filter, search, and inspect individual lead details. |
Tools | Posting instructions for your lead sources, data exports, and API access. |
Settings | Account details, notifications, billing, team members, and integrations. |
Key Terms
Term | Definition |
Leads | All leads received from all lead sources. |
Accepted | Leads that passed quality checks and posted out of Opta. |
Rejected | Leads that failed quality checks and did not post out of Opta. |
Errors | Leads that failed to post to your endpoint. |
Spend | Total spent on accepted leads. |
Est. Savings | Estimated lead savings from rejected leads. |
Campaigns | A set of rules, filters, and delivery settings for a specific type of lead. |
Sources | Where your leads come from. Lead providers, your website, or any other channel. |
Need Help?
Still have questions? Reach out to us at [email protected].