The Get Started! section on the top of the Performance Dashboard lists the qualifications you must meet to receive lead matches. This article will walk you through what each of the qualifications mean.
How it Works
- Each qualification is shown
- Met criteria will be crossed out
- Unmet criteria will remain visible until you complete them
- Once all criteria are met, the section Get Started will disappear- and you’ll begin receiving matches
View of the Platform after “Get Started” checklist has been completed
Leads are matched with 3PLs based on the 3PL hitting all criteria. These qualifications are as follows:
- Network Subscription
- Calendly URL
- Fulfillment Address
- Ideal Lead Profile Information
- Upload Company Logo
- Purchase above 500 minimum shipments (Last 30 Days)
Here’s a breakdown of these qualifications:
1. Network Subscription
- To check subscription status:
- Go to Settings > Subscriptions.
Here’s an example of a paid subscription:
Here’s an example of a customer without a subscription:
2. Calendly URL
- Enter your Calendly URL so merchants can book meetings with you
- Quick Set up
2. Create your meeting type
3. Set your availability
4. Customize your link
5. Connect your calendar to avoid conflicts
3. Fulfillment Address
- Your fulfillment address(es) is the location of your 3PL. During your set-up enter your address(es) in Settings, or during consultation, you can provide us with the address(es), which we input into your profile. You can edit it later in settings, as shown below.
- How to edit Fulfillment Locations
Settings > Fulfillment Locations.
4. Ideal Lead Profile Information
- The Ideal Lead Profile comprises Preferred Product Types, Specialties, Max SKU amount, Monthly Volume Minimum, Network Notification Email, Contact Name, Contact Email and Phone Number.
- This information will be input during the Onboarding process
5. Upload Company Logo
- Your company logo helps merchants distinguish your 3PL when they receive the match. This legitimizes you from other 3PLs, or companies with similar names.
- How to add Company Logo:
- Navigate to Settings > Sub-Accounts > Click on Company Name > Upload Logo
- You can also find the “Upload Logo” spot from the “Get Started” checklist
6. Meet minimum shipment criteria
- By default, we require a minimum of 500 shipments through eHub to qualify for lead matching.
- Please contact the Network team at network@ehub.com for more information