Author: Patric Shannon

The default behavior for phone calls arriving in LeadSnap is to hold them in the all calls area and not add them as leads. This allows you to preserve an accurate lead count within the leads section of LeadSnap and not have your leads be watered down by telemarketers. In a sense, your calls are held in a quarantine area until they are moved to the leads area. This process can be done manually or automated.

Manually Add Call

Click “add as lead” from the calls page. This converts the call to a lead and moves it to the various lead pages throughout the application.

1. Expand Leads from the left navigation.
2. Select “All Calls”.
3. Click the “Add as Lead” button.

Qualified Call Filters

The qualified call filters automate the process of moving calls to leads based on the rules that you set. This is done on a company level from the edit company screen.

1. Expand settings from the left navigation.
2. From within the settings menu expand companies and then select all companies.
3. Click edit next to the company for which you would like to adjust the qualified call filters.
4. Navigate to the Qualified Call Filters area.
5. Select and adjust your filters.
6. Click update to save your updated call filters.

For calls to be added as a lead they must meet all the selected qualified call filters. To add all calls as leads enable the call filters without any of the call filter selections.

• Qualified Call Filters Enable – This enables or disables the qualified call filters.
• First Time Callers – When this is enabled calls from first-time callers only will be added as a lead.
• Call Duration – Only calls with a duration greater than the specified time will be added as leads.
• Answer Status – Only calls that have a status matching the selected calls will be added.
• Phone Number Area Code – Only calls that match one of the selected phone number area codes will be added as leads.

The lead management module is the most extensive module within LeadSnap. It is responsible for connecting LeadSnap to your websites as well as the integration with the phone system.

This module provides a broad array of powerful and customizable reports and filters. You can view all your companies or clients at once or the associated client or company level dashboard for each. The all leads screen puts all your leads in one place and allows you to apply filters and view your data based on what you decide is important.

There a lot of moving parts and there a few things that you will want to set up before you get started with things. If you are just getting started with this module it is recommended that you go through the Lead Management getting started section.

Company

Companies are created to track the leads for each of your websites. So for example, say you have that you would like to track leads for called ABC Towing. To get started you would create a company called ABC Towing within LeadSnap. Next, connect your website and phone system to this company as well as assign your company a client.

The company settings page will allow you to control if leads are manually or auto-forwarded to your clients as well as which calls should automatically be considered leads.  For each company (or website), you can decide what information you would like to save on the leads that come into our system. This is done through what we call website forms which is just a simple form that gathers lead information.

Client

A client is your client that is most likely and hopefully paying for the leads or SEO service that you are providing. As leads flow through our system they are tracked and forwarded to your clients based on the associated client and company settings.

Website Forms

A website form is a form that saves information about your incoming leads into our system. To ensure the form submission from your website goes into the correct places in our system it is important to map the fields in your associated website form with the website fields.  You can re-use the same form for all your companies or create a new one for each of your companies. These forms are completely customizable using our form builder and it is not necessary to have all the fields within your website form on the form on your website.

The fields that you create in your website forms are the same fields that are available in the columns and filters on the various leads pages, such as the “all leads page”, “company dashboard”, “client dashboard”.

Lead Flow

As leads flow from your website to your client whether through a form submission or a phone call LeadSnap will play a different role.  Check out the Lead Flow guide to help you understand how this works so you can optimize things for your specific needs.

Spam

There are many ways that leads can flow into our system from form submissions to phone calls, emails, or a custom integration through a Zapier connection. For many of these such as form submissions, there is a constant battle with people spamming us or selling our services. LeadSnap has gone a long way to automate dealing with these people. For form submissions, we have created some very powerful and customizable spam filters. For the phone calls we have the qualified call settings which are available within the company settings screen.

Website Connection (Form Submissions)

It is important to get your form submissions coming into our system for many reasons. This connection allows you to take advantage of our powerful reporting and filters. You can view leads by client, by company, or using any other combination of the fields you have created on your website forms.  Making the connection to your website is fast and simple and we have step by step guides for both WordPress and Weebly. If your website is using a different platform form or landing page software you can most likely connect it by using our Zapier Integration.

Phone System Connection

Connecting a phone system or using the built-in LeadSnap account allows you to get a full view of how your lead generation website is performing.  Your phone system companies map to your LeadSnap companies providing you with powerful reports, filtering and dashboards to analyze your data. As calls come into your phone system account they are pulled into our system. By default, these calls are not added as leads as they arrive. We didn’t want the spam phone calls to water down the lead count so the calls are held in a separate area (All Calls) within our system. If you prefer to have all these calls added as leads as they come or only some based on some rules you created you and do that by taking advantage of the qualified call filters which can be found under the company settings.

Lead Management Getting Started

1. Lead Flow
2. Create a Company
3. Create a Client
4. Connect WordPress
5. Connect Weebly
6. Send a Test Message
7. Spam Filters
8. Company Settings
9. Account Settings
10. Form Builder

This article explains the role LeadSnap plays in the lead flow from your websites to the point it arrives at your clients. As this is a cornerstone to the lead management module it is worth taking a few minutes to understand how this works.

Lead Flow Overview Video

In this tutorial, we show you how to create a lead flow for your site so that visitors on your website are able to connect directly to your client directly. Once you’ve connected your site to LeadSnap, you can then create a flow that enables visitors to connect directly to your end clients using LeadSnap as the middle man or conductor that’s never seen throughout this process.

Benefits of connecting your website to LeadSnap:

• All-in-one dashboard acts as a home for tracking traffic from all sources, lead activity, information, and analyzing useful data instantly giving you real-time lead updates, how well your site is performing in real-time and in the past
• Spam Filters completely eliminate the non-stop annoying messages from spammers giving you an accurate count on which calls are leads and which are spam making the All-in-one feature possible so you don’t have to manually check which messages are legitimate opportunities and which are spam

In the diagram shown above, you’ll notice there are two arms. These arms represent the choice for which call to action is most convenient for the visitor, a phone call, or submitting a form. Both arms have the same end goal, to connect the visitor to your client.

1. The first and most common mode of communication is phone calls. Having a phone call as an option allows the visitor to speak directly to your client to make their experience as seamless as possible. The other option is to take the calls yourself or through your agency to ensure your clients are speaking to a qualified lead. You can input information about the lead gathered from the call by adding the lead into the Lead Intake Form in LeadSnap.
2. The second mode is having your site visitors submit a form. In this case, rather than calling your client directly, the visitor has the option to submit a form with the following information: the visitor’s contact information, service inquiry, and other notes which is evaluated by LeadSnap whether it is an opportunity or a spam. Once it’s past the spam filter, the visitor’s inquiry is sent directly to your client.