Leads - Introduction

Your Introduction to Leads

Grow your business by creating custom forms tailored for marketing strategies. Embed the form on your dedicated landing page to understand exactly where the lead came from. Collect important information with custom attributes and effortlessly track lead status and convert to paying customers.

To create a new lead form, firstly navigate into Leads > Forms > Create, where you will be met with the options for the form, the basics are included in the form creation tools as standard, First Name, Last Name, etc.

You can add in Custom Attributes as options to be entered by the potential customer (as long as you selected these attributes to be available in Leads). 

The final option for the form will be to add in the button text, which will change the text of the 'submit' button at the end of the form. You will also be able to enter the text that you would like to appear once the form has been submitted by the user, with a header, and a smaller description.

You can see the preview of what the form will look like on the right-hand side of the page.

You can manually enter your prospective customers' information if you wish. To do this, navigate to Leads > Create. Here you can fill in all of the required/known information, and then click save.

The form dropdown will allow you to select a previously created form to follow the template. If one of the forms is not selected, then you will have the option to fill in the basic information as above.

Once the information has been gathered, you will then have the ability to access this information via Leads > View All. Here you can click on the customers you would like to view. You also have the option to log what process has been made.

If you click Edit, you will be able to change the status from New Lead to Contacted, converted, or archived. Alternatively, you will be able to click 'Convert to Customer' which will immediately mark the status as 'Converted', and make them a customer on the system. However, any Custom Attribute information that was filled out as part of the form, will not be transferred across to the full customer account.

Once you have created the form, you can attach a direct link to this onto your Social media pages, or embed it in your website using an iframe.

To get the direct link you will need to click 'Generate Form Link' (when creating the form), or if the form has already been created, you can scroll under the preview to copy the URL.

In order to get the iframe code, you will need to save the form, and then navigate to Leads > Forms > View All, and scroll down under the form preview.

If you are using a Squarespace or WordPress website, then a handy guide on embedding iframes can be found here.

Upgrade your membership to get started with the Leads feature and optimise your marketing and organisation of prospective customers.