Window buyers usually want to know the size of a job before they bid on it, and a window lead has several fields for that. Each field on Summit’s window replacement leads is listed here with a plain-language meaning, followed by one complete lead with invented values. Formats and required fields are set in the field specification shared during onboarding.
Window replacement lead fields
Compared with the roofing and bathroom lists, the window list adds two personal fields to the contact group and three window questions to the qualifier group.
Contact fields
Besides name, email and phone, the contact group on a window lead has date_of_birth and gender, both as the consumer entered them on the form.
| Field | What it is | Example |
|---|---|---|
first_name | The consumer’s first name, as entered on the form. | Jordan |
last_name | The consumer’s last name. | Example |
email | The consumer’s email address. | jordan.example@example.com |
phone | The consumer’s phone number. | 555-0142 |
date_of_birth | The consumer’s date of birth, as entered on the form. | 1980-01-01 |
gender | The consumer’s gender, as entered on the form. | The consumer’s answer on the form |
Location fields
| Field | What it is | Example |
|---|---|---|
address | Street address of the property the project is for. | 123 Example Street |
city | City. | Las Vegas |
state | Two-letter state code. Buyers filter on it. | NV |
zip_code | Five-digit ZIP code. Buyers set coverage down to the ZIP code. | 89101 |
Window project fields
Seven qualifier answers. Three are about the windows themselves: num_windows, type_of_windows and window_material. The other four, own_property, purchase_time_frame, project_type and credit_rating, are also on the roofing and bathroom lists, with their own examples of values for windows. Examples of values are the answers seen most often, never the full set of options.
| Field | What it is | Example |
|---|---|---|
credit_rating | The consumer’s own estimate of their credit. | Examples of values: Good, Excellent, Fair, Poor |
own_property | Whether the consumer owns the property. Buyers that work with homeowners only filter on it. | Examples of values: Yes, No |
purchase_time_frame | When the consumer plans to start the project. | Examples of values: Immediately, Within 1 months, 1-3 months |
num_windows | How many windows the project covers. | Examples of values: 10+, 3-5, 6-9, 2, 1 |
project_type | Whether the job is a new install, a repair or a replacement. | Examples of values: Install, Repair, Replace |
type_of_windows | The style of window the consumer wants. | The consumer’s answer on the form |
window_material | The frame material the consumer wants. | The consumer’s answer on the form |
Consent record fields
| Field | What it is | Example |
|---|---|---|
ip_address | IP address of the device that submitted the form. Part of the consent record. | 192.0.2.44 |
user_agent | The browser and device description sent by the device that submitted the form. | Mozilla/5.0 (iPhone; CPU iPhone OS 17_5 like Mac OS X) |
landing_page_url | Address of the page where the form was submitted. Part of the consent record. | https://www.example.com/request |
trustedform_cert_url | Link to the TrustedForm certificate for the form session, a third-party record of the submission that a buyer can open and keep. | https://cert.trustedform.com/EXAMPLE |
tcpa_text | The opt-in language the consumer saw next to the submit button. Part of the consent record. | OPT_IN_TEXT_SHOWN_TO_CONSUMER |
jornaya_leadid | The Jornaya LeadiD for the form session, an ID a buyer can use to look up Jornaya’s record of the submission. | EXAMPLE-LEADID |
session_length | How long the form session lasted before the consumer submitted. The unit is set in the field specification shared during onboarding. | SESSION_LENGTH |
How num_windows sizes a window job
num_windows is the number of windows the project covers. Examples of values include 1, 2, 3-5, 6-9 and 10+, chosen by the consumer on the form rather than measured on site.
The ping carries the qualifier answers, so a buyer’s system can bid one way on a one-window repair and another way on a ten-window replacement, or decline the smaller jobs, before any contact details are sent.
type_of_windows (the style of window) and window_material (the frame material) are described here without values, and the example lead shows where the consumer’s answer goes. Read together with num_windows and project_type, they tell an installer which product and which crew the job needs.
Sample window replacement lead with invented values
Nothing in this record belongs to a real person. date_of_birth holds a placeholder date, and gender, window style and frame material show FORM_ANSWER where the consumer’s answer would be.
Example values. Not a real consumer.
| Field | Example value |
|---|---|
first_name | Jordan |
last_name | Example |
email | jordan.example@example.com |
phone | 555-0142 |
date_of_birth | 1980-01-01 |
gender | FORM_ANSWER |
address | 123 Example Street |
city | Las Vegas |
state | NV |
zip_code | 89101 |
credit_rating | Good |
own_property | Yes |
purchase_time_frame | 1-3 months |
num_windows | 6-9 |
project_type | Replace |
type_of_windows | FORM_ANSWER |
window_material | FORM_ANSWER |
ip_address | 192.0.2.44 |
user_agent | Mozilla/5.0 (iPhone; CPU iPhone OS 17_5 like Mac OS X) |
landing_page_url | https://www.example.com/window-quote |
trustedform_cert_url | https://cert.trustedform.com/EXAMPLE |
tcpa_text | OPT_IN_TEXT_SHOWN_TO_CONSUMER |
jornaya_leadid | EXAMPLE-LEADID |
session_length | SESSION_LENGTH |
The same example lead as JSON. Example values. Not a real consumer.
{
"first_name": "Jordan",
"last_name": "Example",
"email": "jordan.example@example.com",
"phone": "555-0142",
"date_of_birth": "1980-01-01",
"gender": "FORM_ANSWER",
"address": "123 Example Street",
"city": "Las Vegas",
"state": "NV",
"zip_code": "89101",
"credit_rating": "Good",
"own_property": "Yes",
"purchase_time_frame": "1-3 months",
"num_windows": "6-9",
"project_type": "Replace",
"type_of_windows": "FORM_ANSWER",
"window_material": "FORM_ANSWER",
"ip_address": "192.0.2.44",
"user_agent": "Mozilla/5.0 (iPhone; CPU iPhone OS 17_5 like Mac OS X)",
"landing_page_url": "https://www.example.com/window-quote",
"trustedform_cert_url": "https://cert.trustedform.com/EXAMPLE",
"tcpa_text": "OPT_IN_TEXT_SHOWN_TO_CONSUMER",
"jornaya_leadid": "EXAMPLE-LEADID",
"session_length": "SESSION_LENGTH"
}What window buyers filter on
Most window replacement filters rest on five fields. Each one is configured on our side for your campaign, and any of them can be changed by email.
- state and zip_code: coverage. Climate zones, housing age and energy codes vary by state, and each state page sets them out, for example Massachusetts window replacement leads. Every state is linked from window replacement leads by state.
- own_property: whether the consumer owns the home. Window buyers that only work with owners filterFilterA rule that decides which leads a buyer is offered, based on fields such as vertical, sub-type, state, ZIP code, homeownership or accident details. Glossary on it.
- purchase_time_frame: when the consumer wants to start. Examples of values are Immediately and 1-3 months.
- project_type: new install, repair or replacement. A crew that only replaces windows can leave out repair requests.
num_windows is not one of the five, but it travels in the ping with the other answers, so the size of the job can still shape each bid.
Lead types, filters and onboarding for the verticalVerticalThe industry or product category a lead belongs to, such as roofing or car accident. Glossary are on window replacement leads.
The consent record on a window lead
A window replacement lead has seven consent record fields. tcpaTCPAThe Telephone Consumer Protection Act, the federal law that governs telemarketing calls and texts, autodialers, prerecorded voice messages and the Do Not Call Registry. Glossary_text is the opt-in language shown next to the submit button. ip_address, user_agent and landing_page_url describe the device and the page. session_length is how long the form session lasted before the consumer submitted, in a unit set in the field specification. The remaining two refer to records held outside Summit.
TrustedForm certificate link
trustedform_cert_url opens the TrustedForm certificate for the form session. TrustedForm is an independent service that records the session, and a buyer can open the certificate and store it with the lead.
Jornaya LeadiD
jornaya_leadid holds the LeadiD that Jornaya, another independent service, assigns to the session. A buyer can use it to look up Jornaya’s record of the submission.
The consent rules behind these fields are explained in TCPA compliance for home service leads, TCPA consent and state telemarketing laws.
This page is general information, not legal advice. Whether a consent record supports a particular call or text is a question for your own counsel.
Receiving window replacement leads
Window leads are sent by real-time ping/postPing/postA real-time selling method in which a lead is pinged to buyers with partial data, buyers bid, and the winning bidder receives the full lead by post. Glossary: the ping holds the answers and the location without contact details, and the post holds the full lead after a winning bid. Direct post and batch delivery are set up per partner. The details are on the ping/post integration page.
New buyers usually start with a small test volume so their team can check contact rates and quality before caps are raised. Companies that sell windows alongside other trades can read home improvement companies.
Frequently asked questions
Why does a window replacement lead include date of birth and gender?
They are questions on the window replacement request form, so they arrive as the consumer entered them. They sit in the contact group with the name, phone number and email address.
What values does the num_windows field take?
Examples of values include 1, 2, 3-5, 6-9 and 10+. These are the answers seen most often; the field specification shared during onboarding sets the format.
Can a window buyer leave out repair requests?
Yes. Project type is one of the filters, so a campaign can take replacement requests and leave out install or repair requests. The setting can be changed by email.
Which window styles and frame materials does a window lead record?
The lead has a type_of_windows field for the window style and a window_material field for the frame material. This page describes both without listing values; the field specification shared during onboarding sets their formats.
Does a window replacement lead show how long the consumer spent on the form?
The window list includes session_length, which records how long the form session lasted before the consumer submitted. The unit is set in the field specification.
Related guides
Need the window replacement field specification?
Send us your states or ZIP codes, the window projects you take, your daily caps and your delivery method, and we will reply with the specification.
Or write to team@summitleads.ai. We reply by email.
What happens next
- Step 1: You email us.
- Step 2: We reply by email.
- Step 3: Return terms are agreed on the onboarding call, before you go live.
Generating leads instead? Sell your leads
Email team@summitleads.ai to become a buyer. summitleads.ai/for-buyers/sample-leads/window-replacement