Using FlexPath Lead Reports for Engagement Analysis

Overview

The FlexPath Portal provides a dedicated Lead Engagement Report designed to give dealers, sales teams, and administrators a clear, high-level snapshot of lead volume and shopper behavior. By understanding how to access, filter, and interpret this report — alongside the individual lead types it surfaces — your team can make more informed decisions about follow-up prioritization and overall digital retailing performance.

Accessing the Lead Reports Section

To access lead reports, log in to the FlexPath Portal using your secure, email-based authentication link. Once on the main dashboard, navigate to the Leads menu in the left-hand navigation. Under this menu, you will find:

• Lead List and Details – An itemized view of all incoming leads
• Report: Lead Types – The Lead Engagement Report providing aggregated engagement data by lead type
• Test Lead Info – Credentials for submitting test leads without triggering credit pulls or fees

Important: Before viewing leads or reports, ensure the correct account is selected. Dealer Groups will see data aggregated at the group level. Individual rooftops should select their specific location under the Dealer section.

The Lead Engagement Report

The Lead Engagement Report provides a high-level snapshot of lead volume and engagement organized by lead type. This view is designed to help you understand shopper behavior at a glance — without requiring access to individual consumer details.

This report is accessible to users assigned the Lead Reporting & Summary Data permission level, which grants access to aggregated reports, charts, and summary data. Individual lead details are not included at this access level.

Filtering Lead Data

To refine the data displayed in both the Leads List and the Engagement Report, use the available filtering options:

• Choose whether to review Newly Created or Last Updated leads
• Select a specific date range to scope the data
• Filter out test leads to ensure reporting reflects real customer activity only

After applying your filters, select Get / Refresh Data to generate the updated leads list and report view.

Understanding Lead Types for Engagement Analysis

FlexPath leads are categorized by the depth of shopper engagement during their session. Understanding these categories is essential for accurately interpreting the Engagement Report and prioritizing outreach.

No Pull Leads

These leads indicate early-stage engagement where the shopper did not complete identity confirmation.

• Unconfirmed Identity: The shopper entered a phone number and completed the one-time passcode (OTP) step but did not confirm personal information.
• Verified Phone Number Only: The shopper verified their phone number but took no further action. No identity or credit information could be confirmed.

No Hit Leads

• No Credit Profile Found: The credit bureau was unable to locate a matching credit file for the shopper.

Note: A No Hit does not indicate disqualification — it only means no credit file was returned at the time of inquiry.

Standard / Successful Pull Leads

These leads reflect verified identity with varying qualification outcomes or engagement depth.

• Thin Credit File: A credit match was returned, but the shopper has limited or no established credit history or FICO score.
• Credit Freeze: The shopper's credit file is frozen. The freeze must be removed before prequalification can continue.
• Prequalified Financing: The shopper verified their identity but did not proceed further in the flow.
• Payments Shown (SVP): Available in Single-Vehicle Prequalification integrations only — the shopper verified their identity and viewed payment options for a specific vehicle but did not submit or continue.
• FICO Too Low: The shopper's score falls below the minimum threshold configured during onboarding.
• Bankruptcy Too Recent: The bankruptcy date is more recent than the threshold defined during onboarding.
• No Prequalified Financing: The shopper did not qualify based on configured lending criteria.
• No Payments Available for Vehicle: Based on the shopper's credit profile, no payment options are available for the selected vehicle.
• Non-Specific Match: Multiple matching credit profiles were identified. The system prompts for SSN or date of birth to refine the match. These leads are displayed separately from No Hit leads.
• Unable to Prequal: Used in cases such as the shopper being a minor, fraud alerts being present, or other disqualifying conditions. These leads include an alert explaining the reason.

High-Engagement Leads

High-engagement leads represent the strongest indicators of purchase intent within the FlexPath system. These are shoppers who verified their identity and took one or more of the following end-of-funnel actions:

• Click for directions
• Click to call
• Click to text

These leads should be prioritized for immediate follow-up. However, standard leads still hold meaningful conversion potential and should not be overlooked.

Note: Updates triggered by these end-of-funnel CTAs are sent to your CRM immediately, bypassing the standard five-minute hold period.

No Name Leads

A No Name Lead occurs when the shopper provides a phone number but exits before confirming their name. If no credit match is returned, FlexPath prompts the shopper for a name. If the shopper abandons the flow at that point, the lead is delivered without a name. FlexPath waits up to five minutes for the shopper to complete the form before sending the lead as-is.

Individual Lead Details

In addition to the aggregated Engagement Report, individual leads in the Leads List may contain the following data points, depending on shopper activity and the user's assigned permission level:

• Prospect Name
• Lead Type
• Initial Send Date – When the lead was first sent to your CRM
• Last Updated – Reflects any post-submission activity
• Customer Information – A snapshot of data captured during the shopper's session
• Eligibility Score – A truncated version of the shopper's FICO score (full FICO details available to authorized users)
• Full Credit Profile – A link to the complete credit report for users with credit bureau access
• Most Important Recent Interaction – The key action that defines the lead's category
• Latest Activity – The most recent action taken, which may differ from the defining interaction
• Activity Source Information – Details on the originating lead source, including CTA type and placement

Lead Access Permission Levels

Access to lead report data is governed by the permission level assigned to each user. The four levels are:

Lead Updates and Post-Submission Activity

If a shopper returns and continues engaging after their initial submission, an updated lead will automatically be sent to your CRM to reflect the most recent activity. There is a five-minute hold period applied to allow for continued engagement before the initial lead is transmitted — with the exception of end-of-funnel CTA actions (call, text, or directions), which trigger an immediate update.

Analytics and Attribution

To ensure consistent attribution and reporting across marketing campaigns, FlexPath provides guidance on Google Analytics 4 (GA4) setup and UTM parameter usage. Referencing the GA4 Mapping and UTM Parameter Guide documentation will help your team accurately track and attribute engagement back to the correct source, channel, or campaign.

Additionally, when configuring your CRM, note that leads are delivered from leads@adf.flexpathdxp.com using the provider ID FPDXP. Periodically reconciling lead counts between the FlexPath Portal and your CRM is recommended to maintain reporting accuracy.

Summary

The FlexPath Lead Engagement Report is a practical tool for understanding shopper behavior, measuring lead quality, and directing your team's follow-up efforts toward the highest-intent opportunities. By combining the aggregated Engagement Report view with individual lead details — and aligning permission levels to each team member's role — your organization can build a consistent, data-informed approach to lead management and digital retailing performance. For additional training or support, contact support@flexpathdxp.com to connect with a FlexPath Subject Matter Expert.