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Dashboard

Understanding the Users Page

Audit Log

Lead Routing Factors

How you can be notified

Types of Notifications

Lead Map

Adding Locations to Users

Tracking Lead Locations

Special Tags

Billable Tags

Billable tags are used to charge the recipient of a lead for the lead. These are set up fairly similar to tags themselves, as the system will parse for tags and apply billable tags it finds in the lead text. The highest value tag is the one that will be used.

Step 1: Stripe connect

Firstly, to use billable tags, the administrator must have stripe connect set up. If you do not have a stripe connect account, create one at stripe.com. If you have a Stripe account, go to the billing tab and connect your account.

Step 2: Tag creation

Once stripe is connected, the administrator can access the billable tags section. Here, click the “+ ADD A BILLABLE TAG” button.

Tag

Select the tag you would like to make a billable tag. If you do not see the tag you are looking for create a new tag.

Price

This is what the agent will be charged to accept this lead. There is a minimum price of $0.50 USD on any lead. Discounts and reduced pricing is calculated below.

Discount Percentage

Discount Percentage is amount a lead will be discounted after each step.

ie. If the lead has been there for 5 hours and still has not been accepted by an agent, you could discount the lead 5%

Discount is Linear

If this is checked the discount ammount will be based off of the initial price.
ie. We have a 100$ price and a 10% discount the lead will price will go from 100$ -> 90$ -> 80$ -> 70$ etc.

If this is not checked the discount will be based off of the current price.
ie. We have a 100$ price and a 10% discount the lead will go from 100$ -> 90$ -> 81$ -> 72.9$ etc.

Step Type

The thing we want to consider before discounting a lead.

ie. Days, Hours, Minutes, Timeouts

Steps Per Discount Increment

The number of steps we want to happen before we discount the lead.

ie. If we want the lead to be discounted every 6 hours we would set
Step Type: Hourly
Steps Per Discount Incriment: 6

Minimum Price After Discounts

We will stop discounting the lead once it reaches this price

Note: Catchalls, or agents automatically assigned the lead will not be charged.

Action

Click the green save icon when you are ready to save.

Step 3: Currency

Select the currency the payments are to be made in.

Disabling Billable Tags

To disconnect the account holder’s Stripe account and simply use goBluebird for assigning leads, remove the billable tags and it will stop charging the agents for leads.

To revoke goBluebird’s access through the account holder’s Stripe account, go to the Stripe support page regarding Disconnecting Stripe Account from a Connected Third Party Platform. This will ensure that the API keys are not used for anything else.

Pricing

The fees for using stripe connect are:
C$2 per active account per month
+
0.25% of payout volume
+
C$0.25 per payout

The fees for using stripe are:
2.9%
+
C$0.30 per successful card charge
+
0.6% for international cards


This may vary depending on the country of the account. If currency conversion is required, an additional 2% fee will apply. goBluebird charges a 6% fee.

In summary, the total charge comes to approximately 9.15% of the value of the lead plus a 30 cent fee + 25 cents per payout with additional fees for international cards and currency exchanges.

For example, if a lead is worth $10, the cost comes to an approximate total of $1.

When the goBluebird platform is set up and linked with a Stripe account, individuals receiving the leads have the ability to accept the lead and pay on the spot by inserting their credit card information. After they do so once, it will be saved so that they won’t need to input the data again next time they are offered a lead. 

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