Quick Start: Your First Lead Purchase
Quick Answer
To purchase your first lead, you need an approved listing (profile, organization, job, or event) in the Heritage Web network of 300+ publications. After creating your account and submitting a listing for review (1-3 business days for approval), matched leads will appear in your Leads Dashboard. You can purchase leads in two ways: click "Purchase" in the email notification to use Stripe checkout, or click "Purchase for $XX" in your dashboard to access an in-app pop-up payment. Both methods instantly deliver the client's full contact information.
Getting Started: Before Your First Purchase
Step 1: Create Your Heritage Web Account
Sign up for a free account at Heritage Web. Verify your email address, log in, and complete your basic information (name and location). This gives you access to the Heritage Web dashboard, which opens to the "My Feed" page.
Step 2: Create Your First Listing
From the left sidebar, choose the type of listing you want to create:
Edit Profile: Your professional/personal listing (one per account)
Organization Listings: Business or nonprofit listings (multiple allowed)
Job Listings: Employment opportunities (multiple allowed)
Event Listings: Conferences, workshops, networking events (multiple allowed)
Complete all required fields, including specialties (up to 7), services, languages (including those spoken by your team), and other relevant details that help match you with appropriate leads.
Step 3: Submit for Approval
After completing your listing, submit it for review. You'll see a "Pending Approval" status on the relevant page. Approval times:
Free Listings: 2-3 business days
Sponsor Listings: 1 business day
Step 4: Wait for Approval
Our team manually reviews each listing, using third-party verification tools to validate information. Once approved, your listing becomes active in the matching system. You'll receive an email confirmation, and the status will update from "Pending" to "Approved" in your dashboard.
Understanding Your Lead Matching Setup
Default Settings
Referral Radius: Automatically set to 75 miles
Specialties: Based on what you selected in your listing
Languages: Matches clients needing languages you or your team speak
Publication Placement: Priority for same publication, then network-wide matching
Customization Options
To adjust your referral radius (expand, reduce, or remove the limit), email [email protected]. The team can adjust this setting to better align with your service area.
Two Ways to Purchase Your First Lead
Method 1: Purchase via Email Notification
Step 1: Receive Email Alert
When a lead matches your profile, you'll receive an email containing:
Lead description and requirements
Qualifying question responses
Location and practice area
Price for the referral
"Purchase Lead" button
Step 2: Click Purchase in Email
Click the "Purchase Lead" button in the email. This redirects you to Stripe's secure checkout page with an automatically generated invoice.
Step 3: Complete Stripe Payment
On the Stripe page:
Review the invoice details
Enter payment information (or use saved card)
Confirm the purchase
Step 4: Receive Contact Information
After successful payment:
Follow-up email sent immediately with full contact details
Lead automatically appears in your dashboard's "Purchased" tab
Access contact information anytime
Method 2: Purchase via Dashboard
Step 1: Access Leads Dashboard
Once your listing is approved and leads are matched, click "Leads Dashboard" in the left navigation menu. The dashboard shows all matched leads across ALL your approved listings in one place.
Step 2: Review Available Leads
The "New" tab displays available leads. Each lead card shows:
Practice area/category
Brief client description
Location (City, State)
Source publication
Price button (e.g., "Purchase for $95")
Step 3: Check Lead Details (Optional)
Before purchasing, you can click through to the Lead Details page to see:
Complete lead description
Qualifying question responses
All information except name and contact details
Step 4: Click the Purchase Button
When ready to buy, click the blue "Purchase for $XX" button. This opens a payment pop-up window.
Step 5: Complete Payment
In the pop-up:
Select existing payment method or add new card
Accepted cards: Visa, Mastercard, American Express, Discover
Click confirm to complete purchase
Step 6: Access Contact Information
After successful payment:
Lead moves to "Purchased" tab
Lead Details page now shows full contact information
Confirmation email sent with all details
After Your Purchase
Immediate Access to:
Client's full name
Email address
Phone number
Preferred contact method
Best times to reach them
Complete request details
Critical First Steps:
Contact within 2 hours for best conversion rates
Reference their specific needs from the request
Follow up if no initial response
Check both email and dashboard for complete information
Where to Find Your Purchased Lead:
Dashboard: Purchased tab shows all your bought leads
Lead Details Page: Full information including contact details
Email: Confirmation with contact information
Both Methods: Same information regardless of purchase method
Multiple Listings & Lead Matching
If you have multiple listings (profile + organizations + jobs + events):
Leads matched to ANY of your listings appear in one unified dashboard
Each lead appears only once (no duplicates)
Sponsor listings get priority matching
You receive one notification per lead, regardless of multiple matches
Sponsor benefits on ANY listing apply account-wide
Important Notes
Leads won't appear until at least one listing is approved
Pending listing changes don't affect matching until approved
Each lead is sold exclusively to one purchaser (professional or business)
Sponsors see leads 24 hours before free listings
7-day refund policy for quality issues
The default 75-mile radius can be adjusted via support
Both purchase methods (email and dashboard) provide identical results
Leads prioritize the same publication matches, then search network-wide
FAQs
Q: Why don't I see any leads in my dashboard? A: Check that at least one of your listings shows "Approved" status. New listings take 1-3 business days for approval. No leads will match until approval is complete.
Q: Can I see lead details before purchasing? A: Yes! In the dashboard, click through to the Lead Details page to view all information except the name and contact details. Email notifications also include lead descriptions and qualifying questions.
Q: What's the difference between an email and a dashboard purchase? A: Both provide the same lead at the same price. Email purchase uses Stripe's external checkout, while the dashboard uses an in-app pop-up. Both deliver contact information immediately via email and dashboard.
Q: What if I have a profile and a business listing? A: Leads matched to either listing appear in your single Leads Dashboard. If you're a sponsor on any listing, you get 24-hour priority for all matched leads.
Q: How do I change my referral radius? A: Email [email protected] with your preferred radius (in miles) or request "no limit" to receive leads regardless of distance.
Q: Do I need separate dashboards for different listing types? A: No, all leads from all your listings (profile, organization, job, event) appear in one unified Leads Dashboard.
Q: Can I use my company credit card? A: Yes! You can use any valid Visa, Mastercard, American Express, or Discover card. The name on the card doesn't need to match your account name.
Next Steps
Create and submit your first listing today
Include languages spoken by you and your team
Upgrade to sponsor for faster approval (1 business day)
Add a payment method while waiting for approval
Email [email protected] to adjust radius if needed
Set up email notifications for instant lead alerts
Review lead details before purchasing to ensure good fit
Related Articles
Creating Your Professional Profile
Organization Listings Guide
Understanding the Listing Approval Process
Leads Dashboard Overview
Setting Your Referral Radius
Two Ways to Purchase Leads