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Expiring Lead Notifications
Expiring Lead Notifications

Links to lead details can be automatically expired to increase security and prevent data leakage.

Michael Fatica avatar
Written by Michael Fatica
Updated over 3 months ago

The lead notification expiration feature in MetaLocator allows administrators to control how long users have access to lead details after receiving a Lead Notification. Once a lead notification expires, users are prompted with an expiration message which generates a new notification link, which is automatically sent via email. This feature is designed to enhance security and ensure access to leads is time-limited and available only to the intended recipient.

Configuring Expiration

To configure the lead token expiration feature:

  1. Log in to the MetaLocator administrative interface.

  2. Navigate to the Interfaces section from the main menu.

  3. Click the desired Interface

  4. Select Lead Generation Settings

  5. Scroll down to the Expire Lead Notifications setting as shown below

  6. Set Expire Lead Notifications to "Yes" and add the desired number of minutes before lead notifications expire:

  7. Save the Interface

User Experience

If a user has attempted to load an expired lead notification, the following message is displayed:

Then, the lead notification is immediately re-delivered via email with an updated token, allowing the user to view the message.

If a user attempts to load the link again, after having received the above, they will receive an error as shown below:

Translation

Applicable language constants for the user-facing messages are shown below:

LOCATOR_LEAD_EXPIRE_TITLE="Lead Expired"
LOCATOR_LEAD_EXPIRE_MSG="This lead has expired and is no longer available."
LOCATOR_LEAD_NOTIFICATION_RESENT_MSG="This lead notification has expired. A new notification has just been sent to your email. Please click the new link to retrieve the lead details."
LOCATOR_LEAD_NOTIFICATION_EXPIRE_TITLE="Lead Notification Expired"
LOCATOR_LEAD_NOTIFICATION_EXPIRE_MSG="This link has expired. An updated notification was previously sent to your email."

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