Step-by-Step Instructions

1. Enter a name for the lead vendor in Ringy: Legacy Financial or Benefits for Veterans.
2. In the "Lead vendor fields" section, copy and paste the appropriate field list below depending on which vendor you're setting up.
3. Important: The following fields already exist in Ringy: Phone Number, Full Name, Email, and State. You can copy and paste them into the list, but you'll need to select them from the dropdown menu instead of creating new fields.
4. For the other fields, just copy, paste, and press enter. Ringy will automatically create a custom field for each of those.
5. Click “Save Lead Vendor.”

Field Lists

Legacy Financial

Phone Number
Email
Full Name
Age
State
Coverage Amount
Term Length
Gender
Tobacco Use
Best Time to Contact
      

Benefits for Veterans

Phone Number
Email
Full Name
State
Current Coverage
Employment Status
Best Time to Contact
      

⚠️ Make sure the field names are spelled exactly as shown to ensure proper data sync.

Watch the Setup Video

Refer to the training video below for a full walkthrough of setup and troubleshooting tips. The final integration with Ringy inside Lead Conex is covered in detail, including visual examples. This step is essential — without it, your leads won't come through.

Troubleshooting

• Missing Fields? Double-check that the field names are spelled exactly as shown in the field lists.
• Leads not showing up in Ringy?
  • Confirm you copied the correct SID and Auth Token from Ringy.
  • Make sure you're applying them to the right campaign in Lead Conex, and under the correct lead vendor (Legacy Financial or Benefits for Veterans).
  • Ensure you selected the right vendor in the dropdown when doing the Ringy integration in Lead Conex.
  • If the issue continues, email support@lifejacketleads.com with the subject line: "Ringy Integration Issue".

Only reach out to support after verifying the above steps. Most issues are caused by SID/Auth Token errors or incorrect field names.

Final Integration in Lead Conex

This final step is crucial — it's covered clearly in the video above. Make sure you watch and follow it carefully so your leads flow properly into Ringy.