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Dashboard
Lead Generator Dashboard alllows you to quickly Add a Lead, view Today's Calendar events, view recently added Leads, view your Lead Categories, and preview your Email Campaigns.
Only permission based leads may be manually added to Lead Generator. How do you know if your lead is "permission based"? If you have verbally spoken to this person and they are interested and want you to followup - they are a lead. Leads come into the system either from lead forms, forms on web pages, manually entered, lead importer or the address book importer. Your account can accept up to 3,000 leads per annual rolling period (1-year).
Add a Lead
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A Lead can be manually added through a Quick Add or a Lead Signup Form.
Quick Add
A Quick Add consists of First Name, Last Name and Email. A Lead can be communicated in any language that is within your Default Market.
Step 1: Choose a Default Language. (The lead will receive email communication in the
chosen language.)
Step 2: Fill in First Name, Last Name and Email.
Step 3: Click "Add Lead".The lead has been added.
Please review "Account Settings" for selecting the Default Category that Quick Add leads will automatically be placed.
Signup Form
A Lead Signup Form collects data from survey questions on the form. All data collected will go into the Lead Details of the lead. For example, you can collect phone number, physical address, interests of the lead, and more. Lead Signup Forms may also be connected to a Lead Category, which means leads added through the Lead Signup Form will automatically be placed into the associated Lead Cateogry - automatically triggering the drip Email Message Campaign.
Step 1: Click "Or Select a Signup Form"
Step 2: From the dropdown menu, choose the form that you wish to use to add a lead.
Step 3: Click "Add Lead".
Step 4: The Window will refresh into a new window. On the left side of the page, you will
see the Form. Fill out the form. When you have completed filling out the form, click
"Submit".You can either click "Add Another Lead" at the bottom of the block, or
"Back to List" and you will be brought back to the Dashboard.
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Today's Calendar will display Lead Notes and Notes. Lead Notes are notes added in the Lead Details of a lead. Notes are notes added to the Calendar directly, and are not associated to a lead.
Add a Note:
Step 1: Click Add Note. The window will refresh.
Step 2: Type in a note.
Step 3: Type in the time you wish for this note to display on the Calendar.
(Example: 11:00 AM)
Step 4: Click Add Note. Your note will be added to Today's Calendar.
Edit a Note:
Step 1: Click on "Edit" next to the note you wish to edit. The window will refresh.
Step 2: Edit your note.
Step 3: Click "Save Changes."
Delete a Note:
Step 1: Place a check in the box next to the note you wish to delete.
Step 2: Click Delete Selected.
Note: Deleted Notes attached to Leads will be deleted from Lead Details.
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The most recent leads added to your account will display in the Leads block. You will see the leads First Name, Last Name, Email, and Signup Date. Click on the First Name or the Last Name of the lead to be brought into the Lead Details, where you can view and manage your lead.
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Lead Categories determine which Email Campaign will be triggered to your leads. An Email Campaign is a series of pre-created email messages designed to "drip" information to your leads and drive your leads to action. Each shared Lead Category has been created by your network administrator and has compliant email messages ready to be sent to your leads. In the Lead Categories block you will see the category name, the number of emails within that category and the number of leads within the category.
View Email Campaign:
Step 1: Click on the Category Name. The window will refresh.
Step 2: Under Email Campaign, you will see a list of emails and the schedule. The
schedule number represents the days from when the lead is placed in the
category that the email message will be triggered to the lead.
Step 3: Click Preview Email to view the email message.
Shared Email Campaigns:
Shared Lead Categories are campaigns that have been created by your network administrator and include compliant email messages that are compliant and cannot be edited. Shared email messages will include your My Signature.
Note: Your My Signature uses personal account information from fields in Account Settings.
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Remember this key point: A Category determines which Email Messages a lead will receive and the schedule of when they are sent.
Add a Category:
Step 1: Click Add Category. A new window appears.
Step 2: Name the Category.
Step 3: Click Add Category. Your new category has been created.
Adding Email Messages to a Category
Step 1: Click on the name of the Category you created. A new Window will appear.
Step 2: To the right of Category Details, you will see E‐Mail Campaign.
Step 3: Click on Add Message. The Window will refresh and you will see two fields:
E-mail Message and Schedule.
Step 4: From the Email Message dropdown menu, choose the Email Message to be
added to this Category.
Step 5: From the Schedule dropdown menu, choose when you want this Email
Message to be sent. The “days” represent the days from when a Lead is
added to this Category. For Example: Immediately will be displayed as “0”.
3 Days will be displayed as “3”. Meaning, (3) days from when the lead is
added to the Category. As a rule, send out Email Messages every 3 days
for the first 15 days. This gives continual information for a lead to review
which increases lead response.
Step 6: Click “Save Changes”.
Follow Steps 4 through 6 and add a series of Email Messages to this Campaign.
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Your "My Signature" is populated with fields in your Account Settings and include:
- First and Last Name
- Phone Number
- Default Web Page
- Email address
- Signature Image (Optional) Please see Account Settings to add an image to your
My Signature
Your "My Signature" is automatically placed on all shared Email Messages sent to your leads as well as on your Network Web Pages. This can not be changed.