🎯 How to differentiate between active and passive marketing channels in Oplead?

This new setting is available in your marketing channel configuration and is also visible in exports and performance dashboards.

🧐 What is an "active" vs "passive" marketing channel?

• Active channel: a sales rep plays a direct role in acquiring the lead (e.g., prospecting, networking, active referrals).

• Passive channel: the lead comes in "on its own," with no direct salesperson involvement (e.g., website, trade show, direct mail).

👉 This distinction is often used to tailor sales compensation plans or better analyze conversion performance by channel type.

⚙️ Where can I set the channel category?

When you create or edit a marketing channel in Oplead (via Settings > Marketing Channels):

1. You’ll see a field labeled "Category" just below the channel name.

2. Use the dropdown menu to select:

   • Not specified

   • Active channel

   • Passive channel

3. Save your changes.

💡 For custom-created channels, the default category is "Not specified" — but you can update it anytime.

🧠 Which channels are labeled active or passive by default?

Oplead automatically assigns a category to suggested (pre-defined) channels:

✅ Default active channels:

• Referral (active)

• Prospecting

• Networking

💤 Default passive channels:

• Business introducers

• Conferences

• Print coupons

• Events

• Trade shows

• Showrooms

• Mail

• Fairs

• Shopping malls

• Mailing

• In-store visits

• Prescribers

• Roadshows

• Telemarketing

• Phone

• Toll-free numbers

• All online channels (website, forms, etc.)

📊 How can I use this info in my analytics?

The Active / Passive category can be used in:

• Lead exports (a dedicated column is added at the end of the file)

• The Oplead API:

  • /v1/settings/marketing-channels

  • /v1/leads/{id}

This enables advanced segmentation, channel performance analysis, and alignment with your compensation or external BI tools.

✏️ Can I edit a channel’s category later?

Yes! You can update it anytime. Go to Settings > Marketing Channels, click the channel you want to edit, and update the "Category" field.