The first step for setting your account up for success with HTR's lead gen program is to enable Instant Connect Lead Targeting which is a feature that allows you to:
Set lead criteria: Set criteria to tell the HTR app which types of leads are a good fit for your business.
Auto accept leads: Automatically accept leads that match your criteria
A few of the key benefits of enabling Instant Connect Lead Targeting include:
đ Attract More (and Better Fit Leads):
Get prioritized in search results from hoteliers who match your criteria to generate more and better fit leads via the Site Personalization feature
âĄď¸Priority First Access to Leads:
Get priority first access to matched leads that meet your criteria so you never miss a lead, and are always the first to follow-up
đ Reduce Time-to-Followup, Improve success rates:
Time-to-followup is directly correlated with your success rates. Instant Connect dramatically improves your success rates and ROI by reducing your time-to-followup
đ¸ Save Thousands:
All leads that are generated that match your Lead Targeting settings receive from an additional 50% discount saving you thousands of dollars each year
How it Works
New to HTR Leads and want a high level overview? đ Check out this tutorial
This article is part of a 3-part series
FAQs
Q: Which segments should I turn on in Lead Targeting?
A: All of the segments your product can serve. Visibility is decided segment by segment. Each segment you enable does three things. You get prioritized in search results for hoteliers in that segment through Site Personalization. You get priority access to Matched Leads from that segment. And every lead that matches gets the 50% Instant Connect discount. A segment you leave off gets none of these, so starting with a few segments to be safe usually means very few leads come in at all.
Q: Wonât turning on more segments drive up my spend?
A: No. You donât control spend by turning segments off. You control it by setting a Spend Cap in Leads > Billing > Payment Preferences. Turn on every segment you would accept a lead from, then set your Spend Cap to the amount youâre comfortable spending each month. You get full visibility across your market, and your spend never goes above your cap.
Q: When should I leave a segment off?
A: Leave a segment off only when you genuinely canât serve that type of hotel, for example a region you donât support or a property size your product doesnât fit. If the reason is cost, keep the segment on and use your Spend Cap to limit spend.
Q: What happens when I reach my Spend Cap?
A: Instant Connect pauses auto-accepting leads for the rest of the month and resumes automatically on the 1st when your Spend Cap resets. Your profile still appears in search, but leads that match your Lead Targeting criteria wonât be accepted via Instant Connect once your cap has been reached. While Lead Targeting is paused, you stop getting the benefits of Instant Connect (ex. boosted visibility, priority first access to leads, 50% off leads, etc). You can raise your Spend Cap anytime in Leads > Billing > Payment Preferences to turn targeting back on.
Q: Do I need to turn on auto-reload for leads?
A: No. Auto top-up is built in. Whenever your lead credit balance drops below $500 and Lead Targeting is on, we automatically charge your card the top-up amount youâve chosen in Leads > Billing > Payment Preferences. This keeps your balance high enough to accept leads the moment they come in, so youâre never passed over for a low balance. Top-ups stop once you reach your monthly Spend Cap.
Q: Whatâs the recommended setup?
Enable every segment you can serve in each of your categories.
Add a credit card (and a backup card) and set your Spend Cap in Leads > Billing.
Check your Lead Inbox performance alerts each month. A âtargeting was too narrowâ alert means you have fewer than 50% of segments enabled and are missing visibility.
Q: Why canât I turn on Lead Targeting?
A: Lead Targeting can only be activated with a credit balance over $500. Go to Leads > Billing, add a card and purchase credit, and targeting unlocks. With a card on file, auto top-up keeps your balance above $500 from then on.
Q: What happens if my card is declined?
A: If your primary card declines, we immediately try your backup card (you can add one under Payment methods in Leads > Billing). If both fail, youâll see a warning on the Lead Targeting tab. If your balance falls below $250, targeting pauses and weâll email you. Once you update your card or add credit and your balance is back to $500 or more, targeting resumes automatically with your previous settings.
Q: Can I pay by invoice instead of credit card?
A: Yes. Click âRequest a manual invoiceâ on the Payment methods card in Leads > Billing. The minimum is $2,500, and the invoice is emailed within 1 business day. Credit is added to your balance once the invoice is paid.