Dashboard Purchase vs. Email Purchase
Quick Answer
You can purchase leads two ways: directly through your dashboard with immediate access to contact information, or via email link that redirects to Stripe checkout. Both methods cost the same, provide exclusive access, and generate individual invoices, but dashboard purchases offer more control and faster access while email purchases work well for mobile users.
Overview
Heritage Web provides two convenient methods for purchasing leads to accommodate different workflows and preferences. Understanding the advantages of each method helps you choose the most efficient approach for your practice and respond to opportunities quickly.
Method Comparison
Key Differences
Feature | Dashboard Purchase | Email Purchase |
Access Point | Leads Dashboard in account | Email notification link |
Payment Interface | In-app popup window | Stripe checkout page |
Speed to Contact | Immediate on-screen | Follow-up email required |
Payment Method | Choose from saved cards | Uses default card |
Preview Available | Full preview before purchase | Limited preview in email |
Mobile Experience | Requires dashboard login | One-click from email |
Purchase History | Immediately in Purchased tab | Updates after processing |
Process Flow Comparison
Dashboard Purchase Flow
Log into your account
Navigate to Leads Dashboard
Review lead in New tab
Click "Purchase for $X" button
Select payment method in popup
Confirm purchase
Instantly see contact information
Lead moves to Purchased tab
Email Purchase Flow
Receive email notification
Review lead preview in email
Click "Purchase Lead" button
Redirect to Stripe checkout
Payment processes with default card
Return to confirmation page
Receive second email with contact info
Access full details in dashboard
Dashboard Purchase Details
Advantages
Complete Preview: See all details except contact before buying
Payment Control: Choose which card to use
Instant Access: Contact info appears immediately
Better Organization: Lead automatically categorized
Bulk Review: Evaluate multiple leads at once
Filter Options: Find specific lead types
Best For
Desktop users
Careful lead selection
Multiple payment methods
Immediate response needs
Bulk lead review
Price comparison
Step-by-Step Process
Access Dashboard: Click "Leads Dashboard" from main menu
Review Options: Browse all available leads in New tab
Check Details: Click lead for full preview (optional)
Initiate Purchase: Click "Purchase for $[amount]" button
Payment Selection: Choose from saved cards or add new
Confirm: Click confirm to complete transaction
Access Information: Contact details display instantly
Email Purchase Details
Advantages
Convenience: Purchase without logging in
Mobile Friendly: Easy one-click on phones
Time Sensitive: Quick action on urgent leads
Notification Driven: Act immediately on alerts
Simple Process: Fewer steps to complete
Email Trail: Built-in documentation
Best For
Mobile users
Quick decisions
Single card users
Email-driven workflow
Remote access
Urgent responses
Step-by-Step Process
Receive Alert: Email arrives with lead preview
Review Preview: Check basic information provided
Click Purchase: Tap "Purchase Lead" button
Stripe Checkout: Auto-fills your information
Process Payment: Default card charged
Confirmation Page: Shows success message
Email Delivery: Contact info sent via email
Making the Choice
Choose Dashboard When
You want to compare multiple leads
You need to use a specific payment method
You're at your computer
You want immediate on-screen access
You prefer organized workflow
You're reviewing leads systematically
Choose Email When
You're on mobile device
You need to act quickly
You trust the preview information
You're away from computer
You have one primary card
You prefer email documentation
Common Scenarios
Scenario 1: Morning Review
Best Method: Dashboard
Review all overnight leads
Compare opportunities
Purchase best matches
Plan your day
Scenario 2: Mobile Alert
Best Method: Email
Receive notification while traveling
Quick purchase from phone
Contact client immediately
Follow up when back at office
Scenario 3: High-Value Lead
Best Method: Dashboard
Carefully review all details
Check lead details page
Ensure it's perfect match
Use preferred payment method
Important Considerations
Payment Methods
Dashboard: Can select any saved card
Email: Uses default payment method
Both: Can add new card if needed
Contact Information
Dashboard: Displays instantly on screen
Email: Sent in follow-up email
Both: Accessible in Purchased tab
Mobile Experience
Dashboard: Requires login, smaller screen
Email: Optimized for mobile click
Both: Fully functional on mobile
FAQs
Q: Do email purchases cost more than dashboard purchases? A: No, pricing is identical regardless of purchase method. The same lead costs the same amount.
Q: Can I change my payment method during email purchase? A: The email purchase uses your default card, but you can add a new card during Stripe checkout if needed.
Q: What if I don't receive the contact information email? A: Check spam folder first, then access the lead through your Purchased tab in the dashboard where it's always available.
Q: Can I preview the full lead details before email purchase? A: No, email shows limited preview. For full details before purchase, use the dashboard method.
Q: Is one method more secure than the other? A: Both methods use Stripe's secure payment processing and are equally safe.
Next Steps
Save multiple payment methods for flexibility
Set up email notifications properly
Practice both purchase methods
Determine your preferred workflow
Monitor which method yields better response times
Related Articles
Payment Methods for Lead Purchases
Understanding Your Leads Dashboard
Email Notification Settings
Managing Your Purchased Leads