Category: Lead Management

Lead Management Overview

Posted on by Patric Shannon

The lead management module is the most extensive module within Lead Generated. It is responsible for connecting Lead Generated 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 Lead Generated. 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 Lead Generated 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. Lead Generated 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.

CallSling Connection

Connecting your CallSling account allows you to get a full view of how your lead generation website is performing.  Your CallSling companies map to your Lead Generated companies providing you with powerful reports, filtering and dashboards to analyze your data. As calls come into your CallSling 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. Connect CallSling
  8. Spam Filters
  9. Company Settings
  10. Account Settings
  11. Form Builder

Lead Flow

Posted on by Patric Shannon

This article explains the role Lead Generated 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 Lead Generated, you can then create a flow that enables visitors to connect directly to your end clients using Lead Generated as the middle man or conductor that’s never seen throughout this process.

Benefits of connecting your website to Lead Generated:

  • 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 Lead Generated.
  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 Lead Generated 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.

Add a new company

Posted on by Patric Shannon

Companies are a central building block within Lead Generated system. The Lead Management and Reputation Management modules both work on a company level. Google My Business or GMB locations have an association with companies as well. There are no charges or credits needed to create companies. Each company can have only one website associated with it. If you are new to Lead Generated creating your first company is a great starting spot.

Step by Step Guide

Opening the New Company Wizard

On the left navigation menu, click to expand the “Settings” item, then “Companies” and select “Add New Company”. This can also be achieved by clicking the “Add New Company” button in the “All Companies” screen.

Adding Company Details

Complete the required fields as recommended below:

  1. Company Name – Enter a name that will help you identify this company. We recommend using some name that will help you associate your company with your website such as variation of URL.
  2. Website URL – Enter the URL or website address for the website associated with the company.
  3. Website Form – This is the form you wish to use within Lead Generated. This allows for the mapping of the fields of your website to fields within Lead Generated. If you have not already created one for your company then select the “Default” form. You can follow the “Add New Website Form” support guide at a later date.
  4. Timezone – Select the timezone for your company. This most likely is the city where your website is located.

Click on the “Submit” button. This will will create the new company in Lead Generated and take you to it’s Dashboard.

Activating Lead Management and Reputation Modules

You will also be presented with a pop-up box telling you the Company was created successfully and asking if you wish to activate additional the Lead Management and Reputation modules.

Lead Generated modules work on a credit basis, so it is up to you if you wish to activate them now or later. You can click on the “View Plans” button to see the associated costs.

To do this later then click on the “No Thanks” button and you will be returned to the company Dashboard.

To activate them now, tick the checkboxes and click the “Activate” button.

You will be presented with “Features Activated Successfully” messagebox. Click “OK” and you will be returned to your new Company Dashboard.

Connect CallSling

Posted on by Patric Shannon

Callsling Integration enables you to manage all your leads, calls and form submissions, via Lead Generated and avoids having to keep switching between the two applications.

Once you have CallSling integrated, the companies you have set up with the phone tracking system will bring their associated leads into Lead Generated automatically.

You can then manage the leads by adding them, forwarding or deleting them as required.

How To Video

Step by Step Guide

CallSling API Key

1. Login to CallSling.

2. On the top right menu, click on “Account” or “My Account”.

3. Scroll down the page and locate the API key field in your account page, then select the API key and right click to copy it.

Lead Generated Integration

4. Login to Lead Generated. Click on “Settings”, then “Integrations”.

5. On the CallSling option, Click on the “Integration Details” button.

6. Paste the API key you copied from your CallSling account in the CallSling API Key field, then click on the “Submit” button.

Activating CallSling Synchronisation

7. Click on the “Enable” box for each company you’d like to import the last 30 days of call history. Then map each company you wish to import to either an existing company in your Lead Generated account or select the “Create New” option. Then click on the “Submit” button.

8. Click on the button on the Fetch and Process screen to connect and retrieve your account information.

9. Congratulations! Your account has been successfully linked to CallSling and you can now view calls by clicking the button on this screen. Alternatively, you can also view calls by selecting “CallSling”, then “All Calls” or “All Companies” on the left menu.

Connect WordPress

Posted on by Patric Shannon

Lead Generated allows for seamless integration to your WordPress websites. Form submissions are instantly available within Lead Generated as they are submitted from your website. Once they are in our system you can take advantage of our powerful reports, search, and sorting filters. In addition, our spam filters are very powerful and will make form submission spam messages a non-issue for you and your agency.

Current Supported Form/Page Builders

  • Beaver Builder
  • Brizy Builder
  • Caldera Form
  • Contact Form 7
  • Divi Page Builder
  • Elementor Page Builder
  • Gravity Forms
  • Gutenburg
  • Ninja Forms
  • SmartForm
  • Thrive Theme Builder
  • TypeForm
  • WP Fluent Forms
  • WP Forms

WordPress Connection Alternatives

Don’t see your form or page builder listed? No problem, we have workarounds. We are continually adding more integrations for WordPress so if you would like yours to be added submit it as a feature request through our ticketing system here: Submit a feature request

If you do not have one of these you can still get all of your form submissions into our system without an issue. Below are two workarounds that will work with Lead Generated 100% of the time.

Step by Step Guide

Lead Generated Settings

1. Log in to your Lead Generated account. Click on “Settings” on the left menu, then “Integrations”.

2. Click on “Connect to WordPress Site”.

3. Select the company from the select box that you would like to connect with Lead Generated and click the submit button.

4. Click the copy key button from the popup menu.

WordPress Settings

5. Log in to the admin area of your WordPress website. Click on “Add New” under “Plugins” on the dashboard menu.

6. Search for and install the Lead Generated Plugin

7. Click on “Activate Plugin”.

8. Choose settings from the WordPress Dashboard menu and Select the Lead Generated Option.

9. Paste the API key you copied from Lead Generated into the “API Key” field in the Lead Generated Settings page within the WordPress dashboard. Make sure the “Enable sending to CRM” checkbox is checked and click the Save button. After clicking the save button you should see the company you created within Lead Generated listed in the Send to Company field.

Test the Connection

10. Send a test form submission to Lead Generated from your website.

11.  Within Lead Generated expand “Leads” from the left navigation and click on “All Leads”. You should see your test form submission on all leads screen. If you do not see your form submission check the connection settings as well as the spam filters within Lead Generated.

Next Steps

Now that you have successfully connected your WordPress Site. Here are a couple of next steps you should do to make sure things are set up correctly.

Embed Form

Posted on by Patric Shannon
Google is incorrectly identifying our embedded form as malicious software which can cause your ads to be suspended. Please refrain from using our Embedded Forms with Google Ads until we have a resolution.
Sorry for the inconvenience, we are working hard to get this resolved ASAP. For now, the workaround is using this Zapier Connection.
Sincerely, Lead Generated Support Team

This guide is an overview of the embed form option. The process is pretty simple, first, you build and customize a form within Lead Generated. Next, you copy a small piece of code and it onto your website. Wherever you paste the code that is where your form will appear. This creates a direct connection to Lead Generated. As users fill out the form on your website their submissions will be available immediately within our system.

Video Overview

Benefits of the Embed Form Option

  • Can work with any type of website
  • Quick and easy to set up
  • No software conflicts with Google Ads
  • Allows country-level IP address filtering
  • Form submissions instantly available within Lead Generated

Website Forms

Before we dive into the embed form option, it is necessary to have a good understanding of website forms. We will cover it briefly here but it is recommended that you read through the website forms documentation to gain a solid understanding of the role they play within the lead management module and how they relate to embedded forms.

Every company has an associated website form. When you first created your company you were given a choice of which form to use. You can create, edit, or change the website form at any time. Your website form is composed of fields, these fields align with the fields on your website. For each new field that you create on a website form, it creates a column, similar to a column on a spreadsheet to store values from your website. These columns are able to searched, filtered, sorted, and used in reports throughout the lead management module. It is recommended to reuse the same fields in different forms whenever possible.

The website form associated with your company is the starting point of your embedded form. From the edit form page, you can customize the visibility of the fields as well as the types of fields and their options. The integrations page will allow you to further control the behavior of the embedded form and styling through the use of custom HTML or CSS.

Step by Step Guide

 

Creating an Embed Code

You will first need to go to the Integrations module in the left-hand navigational menu. Click on Settings, this will expand and provide you further options. Then click on Integrations and you will see a screen similar to the one below.

Click on the EMBED FORM button on the Embed box. This will take you to the Create Embed Code screen

You need to first select the Company you wish to create an embed code key for. Click on the dropdown arrow at the far right hand side of the Company field.

This will present you with a list of all the companies you have setup. Scroll down to the one you want and select it.

With the company selected you will now need to click the Submit button to create a new embed code key.

A dialog box will pop up offering you three options. This is where you choose how the site should respond to the customer once they have completed and submitted your form.

The Redirect URL allows you to the page you would like to send users to have they submit a form, such as a thank you page.

For something more simple, the Success Message will simply display the text you enter here in place of the form when they have submitted it.

You only can add ONE of these options. You must not only complete the field but click on the option you want to use so that you have a blue circle next to it.

If you do not select any of the options, or you skip this part, the system will provide you with a generic “Thank you for Submitting” message.

For the purposes of this support guide, we will use the Success Message.

Finally, for those code gurus out there, you have the option of adding some HTML and CSS to further customize the style of the form.

When you click on the Save button you will then be presented with a Create Embed Code pop up screen. This will have your newly created embed code key and instructions on how to use it.

Click on the Copy Script button will put the script into your system clipboard. It will also display a “Script copied Successfully!” message underneath the script window.

Embedding Code in Site

Now you have created the form and the embed script, you need to add it to your site.

Weebly

Scroll down the tools in the left hand side until you find the “</> Embed Code” widget. Drag this onto your page. Clicking on it will bring up the Custom HTML options. Select “Edit Custom HTML”, this will enable you to add the embed code you created earlier.

Paste the embed script from your form into the script area and click outside of the box. This will save the editing and connect to the Lead Generated system and fetch the form you created.

Don’t forget to Save or Publish your changes so you don’t lose them.

WordPress

Click on Pages and select the page you want to embed the form on.

Select the “Text” tab and paste the embed form code into the text field.

Finally Click on the “Save Draft”, “Save as Pending” or “Update” button, depending what state your current page is in development, to make sure you don’t lose the changes.

Click on Preview and you will now be presented with your page displaying the new embedded form.

This guide is an overview of the embed form option. The process is pretty simple, first, you build and customize a form within Lead Generated. Next, you copy a small piece of code and it onto your website. Wherever you paste the code that is where your form will appear. This creates a direct connection to Lead Generated. As users fill out the form on your website their submissions will be available immediately within our system.

Video Overview

Benefits of the Embed Form Option

  • Can work with any type of website
  • Quick and easy to set up
  • No software conflicts with Google Ads
  • Allows country-level IP address filtering
  • Form submissions instantly available within Lead Generated

Website Forms

Before we dive into the embed form option, it is necessary to have a good understanding of website forms. We will cover it briefly here but it is recommended that you read through the website forms documentation to gain a solid understanding of the role they play within the lead management module and how they relate to embedded forms.

Every company has an associated website form. When you first created your company you were given a choice of which form to use. You can create, edit, or change the website form at any time. Your website form is composed of fields, these fields align with the fields on your website. For each new field that you create on a website form, it creates a column, similar to a column on a spreadsheet to store values from your website. These columns are able to searched, filtered, sorted, and used in reports throughout the lead management module. It is recommended to reuse the same fields in different forms whenever possible.

The website form associated with your company is the starting point of your embedded form. From the edit form page, you can customize the visibility of the fields as well as the types of fields and their options. The integrations page will allow you to further control the behavior of the embedded form and styling through the use of custom HTML or CSS.

Step by Step Guide

 

Creating an Embed Code

You will first need to go to the Integrations module in the left-hand navigational menu. Click on Settings, this will expand and provide you further options. Then click on Integrations and you will see a screen similar to the one below.

Click on the EMBED FORM button on the Embed box. This will take you to the Create Embed Code screen

You need to first select the Company you wish to create an embed code key for. Click on the dropdown arrow at the far right hand side of the Company field.

This will present you with a list of all the companies you have setup. Scroll down to the one you want and select it.

With the company selected you will now need to click the Submit button to create a new embed code key.

A dialog box will pop up offering you three options. This is where you choose how the site should respond to the customer once they have completed and submitted your form.

The Redirect URL allows you to the page you would like to send users to have they submit a form, such as a thank you page.

For something more simple, the Success Message will simply display the text you enter here in place of the form when they have submitted it.

You only can add ONE of these options. You must not only complete the field but click on the option you want to use so that you have a blue circle next to it.

If you do not select any of the options, or you skip this part, the system will provide you with a generic “Thank you for Submitting” message.

For the purposes of this support guide, we will use the Success Message.

Finally, for those code gurus out there, you have the option of adding some HTML and CSS to further customize the style of the form.

When you click on the Save button you will then be presented with a Create Embed Code pop up screen. This will have your newly created embed code key and instructions on how to use it.

Click on the Copy Script button will put the script into your system clipboard. It will also display a “Script copied Successfully!” message underneath the script window.

Embedding Code in Site

Now you have created the form and the embed script, you need to add it to your site.

Weebly

Scroll down the tools in the left hand side until you find the “</> Embed Code” widget. Drag this onto your page. Clicking on it will bring up the Custom HTML options. Select “Edit Custom HTML”, this will enable you to add the embed code you created earlier.

Paste the embed script from your form into the script area and click outside of the box. This will save the editing and connect to the Lead Generated system and fetch the form you created.

Don’t forget to Save or Publish your changes so you don’t lose them.

WordPress

Click on Pages and select the page you want to embed the form on.

Select the “Text” tab and paste the embed form code into the text field.

Finally Click on the “Save Draft”, “Save as Pending” or “Update” button, depending what state your current page is in development, to make sure you don’t lose the changes.

Click on Preview and you will now be presented with your page displaying the new embedded form.

Connect Weebly

Posted on by Patric Shannon
Google is incorrectly identifying our Weebly script as malicious software which can cause your ads to be suspended. Please refrain from using our Weebly Scripts with Google Ads until we have a resolution.
Sorry for the inconvenience, we are working hard to get this resolved ASAP.
For now, the workaround is using this Zapier Connection.
Sincerely, Lead Generated Support Team

In this article, you will learn how to connect your Weebly website to LeadGenerated. This connection will allow the form submissions from your website to show up within Lead Generated. If you are using the Weebly script this should happen instantly.

 

Why Connect Weebly to Lead Generated?

There are many reasons to connect your websites to Lead Generated. The first and move obvious reason is so that you can track the performance of your websites and have all your leads in one location. Once the leads are in our system you can start taking advantage of all the powerful sorting, searching, and reporting features. In addition to the organization and reporting features the spam filters built into Lead Generated are very powerful and can save you a ton of time. The spam filters learn as you go and can adjust based on the patterns you see in your spam messages.

 

Beware of Google Ads

If you are using Google Ads then our Weebly Script can cause some issues. Google Ads incorrectly identifies our script as something potentially harmful to your site because it is sending your form submissions data to a third party, Lead Generated. In many cases, this is not what you want but obviously, in this situation, it is exactly what we want. This is the only product that we are aware of that has an issue with our script. So if you are not running ads through Weebly then this should not cause any problem at all. If you are running ads to a page on your Weebly site we have several workaround options that will allow you to connect to Lead Generated without an issue.

Google Ads Workaround Options

Step By Step Guide

1. Login to Lead Generated. Click on “Settings”, then “Integrations”.

2. In the Weebly box, click on the “Connect Weebly Site” button.

3. Select the company that you would like to connect from the company select box and click submit to create the Weebly script.

4. Copy the script generated for you by clicking the copy button.

5. Login to your Weebly account.

6. On the top right menu, select the website you’d like to connect to LeadGenerated, then click on “Edit Site”.

7. On the top menu, click on “Settings”.

8. On the left menu, click on “SEO”.

9. Paste the script copied from LeadGenerated into the “Footer” area of your website.  We recommend making the Lead Generated Weebly script the first piece of code within the footer code area. So if you have an existing one add our code above the existing one. Next, click the save button in the lower right corner and then the publish button in the top right corner.

10. As a final step, it is a good idea to click on the build menu option and then click back to Settings and SEO to ensure the Weebly code was saved properly. If you do not see the Weebly script in the footer code area then it was not saved properly and it will not work until it is saved correctly in this area. If you see the script is not showing in the footer area of the SEO settings after returning from the build area paste the code in again and make sure to click both Save and Publish as shown in steps 8 and 9.

Next Steps

Now that you have successfully connected your WordPress Site. Here are a couple of next steps you should do to make sure things are set up correctly.

Website Forms Overview

Posted on by Patric Shannon

Website Forms play an important role in the lead management module of Lead Generated. While the system is very user friendly, this is one place where there is a potential opportunity for confusion. We recommend that you watch the video overview and read this document to get a firm grasp on the role website from play.

For information about connecting the forms on your website please check out one of the following articles:
WordPress Website Connection
Embedded Form (Any Website Platform)
Zapier Website Connection (Any Website Platform)

Video Overview

Website Forms Purpose

Incoming Lead Organization

Website forms serve as a connector between your website and Lead Generated. We named this way because they connect to your website forms on your websites. As form submissions flow from your website through Lead Generated to your clients the website forms help to organize things and make sure the data is sorted into the correct columns within our system.

Embedded Forms

There are a few different methods for connecting your website to Lead Generated. This connection allows your form submissions to be instantly available in Lead Generated for analysis. Additionally, as form submissions flow through our system they are passed through our powerful spam filters. One of the website connection methods is to embed a custom form on your website which is designed within Lead Generated. The website forms play an important role in this process. Refer to this document for more on embedding a form on your website.

Manual Lead Intake Form

There are several ways to get leads into Lead Generated. One of them is to add a lead manually. Perhaps your client is using Lead Generated to add leads to the system as they come into their phone or someone from your team is fielding the calls. To manually add a lead expand Leads from the left navigation and selecting Add New Lead. On the next screen select the company and click next. You will be taken to the website form that is associated with your selected company.

Field Mapping

Website forms play an important role in the field mapping process. After making the connection between your website and Lead Generated any form submissions will appear in our system immediately. As the leads flow into our system we need to know where to store things. We refer to the process of teaching Lead Generated where to store the information from your form submissions as field mapping. Website forms allow us to create those places for the data to be mapped.

In the picture below, let’s pretend this form is a form on your website that you use to collect new leads for your business. You can see in the graphic, that the form is submitted and then it arrives inside of Lead Generated. As the arrows indicate the fields on your form are aligned with the fields inside of Lead Generated. The mapping process is what makes this possible. During the mapping process, you tell Lead Generated exactly which field you want to store the data from each field within our system.

Important Considerations

There are some very important things to keep in mind with website forms.

  • Every company has a website form. When you first created your company there was an option to select an existing form.
  • You can create as many website forms as you like.
  • You can use the same website form for as many companies as you like or have a unique one for each company.

Form Builder

  • Each field you create within the website forms form builder creates a new column. Avoid making duplicate columns as this can lead to confusion when viewing and searching columns.
  • Use the pre-defined fields whenever possible.
  • Custom fields have different icons and IDs associated with them.

Where are Website Forms?

Website forms are a part of the lead management module, so you can find them under the leads menu on the left side navigation.

  1. Expand Leads from the left navigation
  2. Select Website Forms 
  3. Select All Forms

Create a Website Form

There are two different ways you can create a new website form. You can start from scratch or you can duplicate an existing website form and then edit the new form.

Add a new website form:

  1. Expand Leads from the left side navigation
  2. Expand Website Forms 
  3. Click Add New Form

 

Duplicate website form:

  1. Expand Leads from the left side navigation
  2. Expand Website Forms 
  3. Click All Forms
  4. Click Duplicate next to the form you would like to copy

Edit a Website Form

  1. Expand Leads from the left side navigation
  2. Expand Website Forms 
  3. Click All Forms
  4. Click the Edit button next to the form you would like to edit.

This launches the form builder for the associated form.

Which Form Is My Company Using?

  1. Expand Settings from the left side navigation
  2. Expand Companies
  3. Click All Companies
  4. Click the Edit button next to the associated company.
  5. The form being used by this company is listed in the Website Form box.

Switch Website Forms

  1. Expand Settings from the left side navigation
  2. Expand Companies
  3. Click All Companies
  4. Click the Edit button next to the associated company.
  5. Select a new form from the Website Form dropdown box.

Mapping Form Fields

Posted on by Patric Shannon

What is Field Mapping?

After making the connection between your website and Lead Generated any form submissions will appear in our system immediately. As the leads flow into our system we need to know where to store things. We refer to the process of teaching Lead Generated in what places to store them as field mapping. You can create new places to map things through our website forms.

In the picture below, let’s pretend this form is a form on your website that you use to collect new leads for your business. You can see in the graphic, that the form is submitted and then it arrives inside of Lead Generated. As the arrows indicate the fields on your form are aligned with the fields inside of Lead Generated. The mapping process is what makes this possible. During the mapping process, you tell Lead Generated exactly which field you want to store the data from each field within our system.

Benefits of Mapping?

Mapping your form fields allows them to be added to the various screens within the Lead Management module.

  1. Allows the fields to be analyzed and organized throughout the Lead Management module.
  2. All the fields are able to be used in our various filters and sorting.
  3. You can create custom fields with any of the fields.

Create new fields in Lead Generated

You can create new fields within Lead Generated using our form builder on the website forms sub-item within the Lead Management module. If you are not familiar with website forms within Lead Generated then it is a good idea to read through the associated help article.

Every company in Lead Generated has a website form. You can use the same form for as many companies as you like or create a unique one for each company. These forms serve as a connector between the fields on your website and the fields within Lead Generated. Using our form builder you can design a form that aligns with the fields on your website. Each field on this form creates a place to store information within our system.

Do this Before Field Mapping

The process of mapping the fields is very simple.  There are some requirements that must be completed before you can map the fields.

  1. Company created.
  2. Website connected using one of our various connection methods.Connect your website
    1. WordPress
    2. Embed Form (embedded forms do need to be mapped)
    3. Zapier
  3. Form submission received – The mapping process works with your real form data. So we need an example form submission from your website to map the fields to correct places within Lead Generated. If you have not received a real lead through your site, then please send a test lead from your site to Lead Generated so we can perform the mapping process.

*If you have used our embed form option as your website connection method then you do not need to map the field as this is done automatically.

Step-By-Step Guide

1. Expand Leads from the left navigation

2. Click All Leads from the left navigation

3. Click View next to the test lead for the company which you would like to map the fields.

4. On the right side, click the Map Fields button.

5. Match the fields on the left side (Lead Generated fields) with the fields on the right side (from your website).

6. Click the Save button to save your field mapping.

Are My Fields Mapped?

To confirm that your fields are mapped send another test lead. Your fields are mapped when all the responses from your form submission appear on the left side of the form instead of on the right side of the form.

Field Mapping FAQs

Is it ok if I do not have a field on my website for every field in Lead Generated? 

Yes, there is no problem with leaving a field blank within Lead Generated.

On the field mapping popup window, I have a field on my website that does not have a field in Lead Generated? 

You have a few options:

  • You can create a new field on the form that is associated with this company so you have a place for this field. The website forms tutorial has more about this process.
  • If you have an existing field that works well, you can map it to that field.

Do I need to remap my fields if I add a new field to my website? 

You will need to add the mapping for the new field from your website with a field in Lead Generated.  Sometimes Lead Generated can automatically map the field but many times it will need a little help from you. Adding a new field will not erase the previous mapping. It is always a good idea to check the mapping between your website and Lead Generated after making changes by sending a test lead.