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For Example: If you have a Source value from your management software as “Web direct”, and an Ad Source in CallPotential titled “Website”, you can had “Website” auto populate for those “Web direct” loaded API leads, by simply entering “Web*” into the Source Match field. This tells the system that if a lead loads in from the management software with the source “Web direct”, then it will match to the CallPotential ad “Website”, and populate that for the lead!

Using this methodology, users can also use the % symbol to perform wildcard matches based on slight differences in spelling. For Example: If the Source value from your management software is “Color”, you can enter “Colo%r” into the Source Match field for an Ad in CP, and the ad will populate if the source comes across as EITHER “Color” or “Colour”