Understanding your Leads

Effectively managing your leads is crucial for nurturing potential customers and driving successful marketing and sales efforts. This guide will help you understand what leads are, how they are generated, and how you can locate them on the Zymplify platform.

What is a Lead and How is it Generated?

Leads are created on the platform when a user engages with one of your marketing campaigns through landing pages, web forms, or pop-ups. They can also be generated via third-party apps and registered through Zapier integrations. Additionally, leads can be created manually by members of your sales and marketing teams.

When a lead is created, the platform checks if the contact already exists. If a match is found (based on the user's email or mobile number), the new lead is merged with any previous engagements. If no match is found, a new contact record is created for your team to review.

Getting started with managing your Leads

To get started, navigate to Actions, then select Leads. Here, you will find a comprehensive list of all leads that have been generated.

Leads are displayed with the most recent entries first, but you can adjust this using the filter option at the top right of the page. This allows you to filter leads based on date range and the campaign and channel from which they were created. Additionally, you can download a CSV of all your results.

Managing Your Leads

The Actions button at the top of the page provides options to register a new lead, edit columns, and manage outcomes. Below are explanations of these action options:

New Lead: To manually register a new lead on the platform, select Actions, then New Lead. This will open a pop-up where you can enter relevant information about your lead. The available fields include contact first name, last name, email address, company name, and website. You can also add deal title, deal value, pipeline, pipeline stage, lead channel, select owner, consent type, opted-in communication types, and lead notes.
Edit Columns: This option allows you to change the view of which data fields are displayed in your leads table, enabling you to customise the information you see.
Outcomes: This option lets you manage the outcome reasons for your closed or deleted leads. You can customise these outcomes to align with your business requirements.

Marking Leads as Closed or Deleted

Additionally, against each lead, you have the option to mark your deals as closed or deleted directly from the leads page. This feature allows you to efficiently manage the status of your deals without navigating away from the leads list. When marking a deal as closed, you can select reasons such as "Not Interested" or "Not Ready," indicating that the lead is not currently viable but may still be valuable for future follow-up. Marking a deal as deleted helps maintain a clean and accurate lead database by removing leads that are no longer relevant.

Use the options available for each lead to update their status and ensure your sales pipeline reflects the current state of your engagements. This functionality streamlines your lead management process, making it easier to track and act on your sales opportunities effectively.

By using these tools and features, you can efficiently manage your leads, ensuring that you can track and engage with potential customers effectively.