Lead Capture
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Lead capture comes under promotional Tools. You can create campaigns to promote business and there by attract more leads to your system. Manage Campaigns menu comes under Lead Capture where you can view all the campaigns and create new ones.
Campaigns helps to promote business and attract more customers to your business. Under manage campaign menu you can view all the campaigns created and also create new campaigns.
You can create a new campaign in manage campaigns screen by using the option New campaign on the top right corner. On clicking the New Campaign option, you will be redirected to Create Campaign page as shown below.
Perform the following steps to create a new campaign.
Enter the name or heading for the campaign in the Campaign field.
Enter the content for the campaign in the description field.
Select the Category from the dropdown list available.
Upload the image for the campaign by selecting the image from the system in Campaign Image field.
Click Save to create a new campaign successfully.
Click Reset to clear the filled fields.
On clicking the Campaign list option in the top right corner, you can view all the campaigns created.
Note: All these fields are mandatory.
The new campaign created will be now displayed in the manage campaigns page as shown below.
You can filter the campaigns based on Title, Category and Created Date. Campaigns can be filtered using any of these fields individually or a combination of any of these.
Perform the following steps to filter the data.
Enter the details based on which the data has to be filtered in respective fields.
Click search to get the campaign based on the search criteria.
Click Reset to clear the filter.
You will have the options to Edit the campaign and Delete the campaign against each campaign.
Edit Campaign
You can edit the campaign created using this option. On clicking Edit Campaign, you will be redirected to the Create campaign page with the details filled. You can make the respective changes and click save to make the changes updated.
Delete Campaign
You can delete the campaign using this option. On clicking Delete Campaign against the respective campaign, you will be asked a confirmation message before deleting. On clicking Yes, the campaign created will be deleted successfully.
You can create landing pages under campaigns using Create Pages option in the campaigns. On clicking Create Page, a screen to fill the page details appears as shown below.
Perform the following steps to create a landing page.
Enter the title for the page in the Page Title field.
Enter the description for the landing page in the Description field.
Upload the image for the page by selecting the image from the system in Image field.
Click Reset to clear the filled fields.
Click Save to create a new page. On clicking Save icon you will be redirected to the layout section where you have to select the page layouts, content, form, header and footer etc.
Select the required layouts like header, footer, content, form etc. from the layouts provided. A form should be always added in landing pages as a mandatory one so that leads can register using that forms.
Click Save Page to save the landing page created.
Note: All these fields are mandatory.
The campaign created with the landing pages will be displayed under All campaigns as shown below.
You will have the options to view leads and view pages in each campaign created.
On clicking the view leads option against a campaign, you will be redirected to leads by progress page where you can view the leads added through that selected campaign.
Details of leads added to the system through the campaign will be shown here.
Name: Name of the lead is shown in this field.
Email: The email address of the lead is shown in this field.
Phone: The phone number of the lead is shown in this field.
Added On: The date and time at which the lead was added is shown in this field.
Status: The current status of the lead is shown in this field.
Source: The source from which the lead has been generated is shown in this field.
Owner: The owner of the lead is shown in this field.
You can view the landing pages created under the campaign using this option. On clicking View Pages, you will be redirected to the lead capture pages under the selected campaign as shown below.
In each landing page, you will have the options to view the page, make a copy of the page and also to copy the page link respectively. There are options to share the page through social media links also in each page.
View: On clicking the view icon, the landing page created will open in a new tab and you can view the landing page.
Copy Page: On clicking the copy icon a copy of the landing page will be created.
Copy Link: On clicking the copy link icon the link of the page will get copied and you can use that for further promotional activities.
On Clicking Add option in the top right corner of the Land Capture Page, you will get a screen to give the details for adding a new landing page. Details of how to add a new landing page is discussed in the above sections.
On selecting Campaigns in the top right corner of the Land Capture Page, you will be redirected to All campaigns screen where you can view all the campaigns created.
You can filter the landing pages based on Title, and Created Date individually or using a combination of both.
Perform the following steps to filter the data.
Enter the details based on which the data has to be filtered in respective fields.
Click search to get the page based on the search criteria.
Click Reset to clear the filter.
There are different options to edit the page info, page layout, delete page etc. in each landing page as shown below.
Ad Banners are image based online advertising. The banners created can be shared in social media. This is used to promote a brand or to get more visitors from the host website. On clicking Mange Ad Banners, you will be redirected to Ad banners screen where you can view the banners added and also can add new banners.
Add new banner
You can add a new banner by using this option. Click on Add option in the top right corner and you will get a screen to add the banner details as shown below.
Select the size of the banner from the dropdown available.
Upload the image for banner under AdBanner.
Click Save to get the banner saved.
Click Reset to clear the fields.
Ad Banner will be created successfully and you can view the same in the ad banner page. There are options to edit and delete the banners and also to copy the images and links in each banner.
Edit: You can edit the size and image of ad banner using this option.
Delete: You can delete the banner using this option.
Copy Embed Link: The banner link will get copied on clicking this option.
Copy Image only: This option is used to copy the banner image.
Campaigns: On selecting Campaigns in the top right corner of the screen, you will be redirected to All campaigns screen where you can view all the campaigns created.
Pages: On selecting pages in the top right corner of the screen, you will be redirected to Lead Capture pages screen where you can view all the landing pages created for the campaign.
Filter: You can filter the banners based on PageAdBanner, and Created Date. Banners can be filtered using these fields individually or a combination of both.
Perform the following steps to filter the data.
Enter the data to be filtered in the respective fields.
Click search to get the banner based on the search criteria.
Click Reset to clear the fields.
On selecting Edit Page info, you will get the lead capture page with the page displayed. You can edit the page title, description and the image in the screen and save the updated details.
On selecting Edit Layout, a new tab with the page layout appears where you can edit the layouts and make necessary changes in the layout of the landing page.
You can delete the landing page created using this option. On clicking Delete Page against the respective page, you will be asked a confirmation message before deleting. On clicking Yes, the landing page will be deleted successfully.
More explanation about the respective page is provided in the Leads by Progress Section under Leads and CRM. Please refer the same for details.
