Leads Setup

What are lead types?

Lead types help organize multiple marketing campaign processes for companies offering several products or services. By default, dashboard has the "General" lead type built in. Users can create custom forms for specific lead capture purposes which are known as custom lead types. The configuration pages for lead types can be found by clicking Settings and then clicking the edit button in the Leads Setup box (Form Builder).

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How do I edit the "General" lead type?

To edit the General lead type, go to Settings, then click the edit button inside Leads Setup.

editingthegeneralleadtype

1. For each lead type or custom form created, users can edit the fields present inside the form, the field settings (whether or not the field is searchable or required for submission), lead status to configure the sales process and the lead source. Each lead type can be shared and published using several different methods and the best part is that dashboard gives users all the code needed via cut and paste. Clicking "Edit Form" inside the General lead type box will bring up all the fields currently saved and built-in options for new fields.

editingthegeneralleadtypeaddfield

1. The Add Field tab offers users simple and prebuilt fields. Simply click the selection of your choice and it will appear underneath the bottom-most field.

2. To re-order placement of the form simply click and drag them into place. Hovering over the field will display a dotted border and clicking on it will darken the background.

editingthegeneralleadtypefieldsettings

1. Once the item has been clicked and the background is slightly darker, the field's attributes will appear in the right panel. From here users can adjust the attributes or delete the field by clicking on the little trash can to the far right of the field.

fieldsettingsdetail

Select the box marked "Required" for data absolutely needed for submission. If a field is set as required, the potential lead will not be able to submit the form unless the data is entered. Select the check box marked "Searchable" if you'd like to be able to locate the field data using dashboard's search function once the lead has been populated into your account.

formsettingsdetail

1. If the field is the "Lead Identifier" it is automatically required. The field identifier is the field that is displayed on the lead listing page. Some users prefer to identify their leads by company name, for example. By default dashboard identifies the lead by the first and last name of the lead. The field identifier of the lead type can be changed inside the Form Settings tab of the lead type.

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Once you've made all necessary adjustments to the form, click the update button to save or cancel to abandon changes.

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How do I create my own lead type with a custom form?

To create a new lead type, go to Settings, then click the edit button inside Leads Setup.

addnewleadtypebutton

1. Click the button marked "Add lead type".

addnewleadtypemodal

1. A modal window will appear asking for a lead type name and a lead type description. Enter the values that make the most sense for your new form and click "Add lead type" to save or cancel to abandon changes.

Once your new lead type has been created, it will appear underneath the General lead type in the Lead Types Manager.

newleadtypeexample

1. Custom lead types appear beneath the general lead type since the general lead type is the default lead type in the system and is not removable. Once you see your new lead type in the Lead Types Manager, follow the directions for editing the General lead type to customize your new form since the steps are the same. Directions for editing the attributes can be found here.

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How do I publish and share my custom forms?

dashboard has built sharing into the custom lead types functionality to allow users to email links, embed code, customize css and offer easy to install buttons for optimum lead generation. With a couple clicks of a mouse, users can paste code into their websites or email campaigns and generate hundreds or even thousands of forms that submit potential customer data right to account owner's dashboard accounts. To get to the sharing panel, go to Settings, then click "Edit" inside the Leads Setup box and choose the lead type you'd like to set up sharing for. Keep in mind a lead type is the same as a form, so however many lead types a user has, is the same number of forms a user can share or publish. Forms can be shared and published anywhere a user can paste html code and with our XHTML/CSS sharing, users can really go all out with their form's design. The forms look great by default and work wonderfully too. We've even taken care of all the error checking so you don't have to pay a developer to complete validation.

The first method of sharing is, simply, the link. Copy this link and share it on your favorite social networking application or email it to your list of potential customers. Post it on newsgroups or leave it in comments to advertise your services. Every time you post the link you are increasing your chances of receiving a new lead in your dashboard account.

shareformpubliclink

1. Clicking "Public link to form" will give you the code for the link to the form for the lead type you've selected. Each and every lead type has a unique link so be sure to post the correct one for the form you're trying to share.

2. This text string is the link itself. Simply highlight the code, then copy and paste it into your blog, an email or anywhere html can be published.

3. To preview the form you will be sharing by publishing the link, click the button marked "Preview Form". The code does not generate a button, it simply is a URL to the form itself.

getembedcode

1. Clicking on the Get embed code tab will display the code to copy and embed into a web page.

2. Copy and paste the code given in the white box and paste it into a web page. The custom form you created will automatically appear in your page and the leads it generates will be dropped, in real time, into your dashboard account.

sharepublicformgeneratebutton

1. Clicking the tab for pop-up form link will display the code needed to generate a button that will pop-up a form into its own window.

2. Simply copy and paste the code given in the white box into your web page and it will generate a button that when clicked, opens a new window with the custom form you've created.

3. The code given in the white box generates the button shown. When clicked, this button generates a pop-up window with the custom form you've created and when submitted, will send data straight to your dashboard account in real time.

xhtmlcsscodedownload

1. Clicking the XHTML/CSS code tab will display a button to click to download the code for integration with your website.

2. Click the Download Code button to start the download. The downloaded file is a zip file and must be de-compressed before usage. One of the nice features of downloading the code, is that you are given the ability to edit the css style sheets. This means that you can stylize your form any way you like.

sharingandapiinstructions

Clicking the link for detailed instructions will display a chart of the field names and an example. See image above.

shareformviaemail

1. Clicking the Share form via email tab will display a button that when clicked, allows you to email the form to the address associated with your dashboard account.

2. Once you click the button marked "Send via email", dashboard will load your default email program or the email account you are logged into in your web browser. The recipient will be pre-loaded for the email address you have associated with your dashboard account. You can change the recipient address at your disclosure and send the link to any address of your choice.

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How do I edit my sales process?

From the settings tab click on Edit inside Lead Setup. Click "Edit Statuses" for the lead type you would like to configure. A screen will appear with the statuses currently applied to the lead type.

addnewstatusgreenbutton

1. Click the green plus sign to add a new status to the sales process list. A modal window will appear asking for a title and description. Once you've filled out the fields, click "Add Status" to save the new status or cancel to abandon changes.

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Sales Process Setup

Each organization has a unique sales process. Luckily, dashboard allows everyone to change the steps of their sales process, assigning new stages to indicate how close to closed a lead is. By default, dashboard includes three stages, namely "Lost", "New" and "Won". Some examples of a new status would be "Faxed closing docs" or "Follow-up email sent". Each lead type, or custom form, can have its own sales process which helps keep you and your sales team on the right track towards a deal. Once a lead has been set as "Won", it is automatically converted to a deal and will appear in the deals listing screen.

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How do I edit my sales process?

From the settings tab click on Edit inside Lead Setup. Click "Edit Statuses" for the lead type you would like to configure. A screen will appear with the statuses currently applied to the lead type.

addnewstatusgreenbutton

1. Click the green plus sign to add a new status to the sales process list. A modal window will appear asking for a title and description. Once you've filled out the fields, click "Add Status" to save the new status or cancel to abandon changes.

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How do I add and edit lead sources?

Keeping track of lead sources is the best way to know which leads generated the most deals. Leads can come from anywhere and we've designed our application to keep your leads organized intuitively and effectively. From the settings tab, click the edit button located inside the Leads Setup box. Once you are in the Lead Types Manager, click "Edit Sources" for the lead type you wish to configure.

leadsourcesmanager

By default, dashboard has created the lead sources called "Manual Entry", "Imported" and "Web to dashboard". These lead sources cannot be edited or deleted.

clickgreenplussignfornewleadsource

1. Click the green plus sign to add a new source to the list. A modal window will appear asking for a title and description. Once you've filled out the fields, click "Add Source" to save it or cancel to abandon changes.

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How do I set a default lead source for my leads?

There are two ways to set a default lead source. The first way is during the creation of a new lead source. The second way is to edit an existing lead source and mark is as the default source. Both ways require that the lead source modal box be instantiated.

If you'd like to create a new lead source, click the green plus sign button for the source item you'd like your new item to appear underneath. This will generate the lead source modal box and show you the checkbox option to set it as the default lead source.

To set an existing lead source as the default, click the pencil icon instead of the green plus sign for the item you'd like to set as default and this will generate the lead source modal box as well. Click the box marked "Make this my default source" and save or cancel to abandon changes.

addnewsourcemodaldefaultcheckbox

1. Click "Make this my default source" in order to set the source as the default inside the lead source modal.

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What happens when I delete a lead source that has been assigned to leads?

When leads have been assigned a source, and that source is deleted, all leads that have been set with the deleted source will still carry the source that was deleted. Upon editing the source field from the lead detail view, only current sources will be available for selection.

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