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4. To access the details of a Lead, select the one desired by clicking once on the number in blue under the column # (or double click any other field). You will access the Lead Details page.
5. The Lead Details page opens in a new tab from your internet browser.
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- Lead scoring:score assigned to a lead. The score allows to prioritize a lead based on its probability of conversion. Assigning a score to your leads according to their digital interactions (forms completed, link clicked on email or landing page, visit to a section of the web site) or according to their attributes (demographic profile) will help to pre-qualify them in order to establish a chain of communication. Depending on the score of your lead, you could automate a mailing to follow-up with him or assign this lead to a salesperson sales representative who will contact him. For more details on our scorecard tool, consult Analysis / Scores Leads from the main menu.
- Assigned salespersonsales representative:the salesperson sales representative who the lead is assigned to. You can set up your sales team from the main menu, under Settings / Configuration / Sales Team.
- Lead status:the two lead default statuses (native) displayed in PUBLITRAC the relationship marketing platform are Active (a lead with which you have a relationship) and Inactive (a lead with which you no longer have a relationship). You can add and / or delete as many Lead Statuses as you wish (for example, Pending status). The addition of statuses are often required when synchronizing with CRM’s. To add / delete statuses, see Settings / Configuration / Configuration of types, under Lead Status section.
- Lead Source : this field refers to the source of the lead. The default Lead Sources that appear in a drop-down menu in PUBLITRAC the relationship marketing platform are: Bing, Google, New prospect, and Yahoo. The lists that you import into PUBLITRAC the relationship marketing platform will automatically display in the Lead Source drop-down menu. You can add / delete as many Lead Sources that you want; your choice will automatically be added to the drop-down menu. To remove a Lead Source, see Settings / Configuration / Configuration of types, under the Lead Source section.
- Method of contact:the three methods of contact displayed by default in PUBLITRAC are Chat, Form,Telephone. You can add as many Methods of contact asyou want (for example, reference from store xx; reference from an existing customer; ...). The addition of methods of contact is often required when synchronizing with CRM’s. To add / remove methods of contact, see Parameters/ Configuration/ Configuration of Typesunder the Method of contact section.
- Customer:check box, which allows you to specify whether the lead is a customer or not. Useful to filter lists and create segments.
- Original source:displays the triggering event that led to the acquisition of the lead. This field is completed only once and is not editable. Default events are the following:
- Lead scoring:score assigned to a lead. The score allows to prioritize a lead based on its probability of conversion. Assigning a score to your leads according to their digital interactions (forms completed, link clicked on email or landing page, visit to a section of the web site) or according to their attributes (demographic profile) will help to pre-qualify them in order to establish a chain of communication. Depending on the score of your lead, you could automate a mailing to follow-up with him or assign this lead to a salesperson sales representative who will contact him. For more details on our scorecard tool, consult Analysis / Scores Leads from the main menu.
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Facebook: indicates that the source of the lead is a Facebook profile or any Facebook page (paid or not paid. PUBLITRAC The relationship marketing platform does not differentiate).
LinkedIn: indicates that the source of the lead comes from the LinkedIn account of an individual or of a company (paid or not paid. PUBLITRAC The relationship marketing platform does not differentiate).
- Original Source Category: source that led to the acquisition of your lead. For example: an organic search, paid, direct search, an import of your lead, a manual addition of your lead, etc. There is no default Original Source Category in in PUBLITRACthe relationship marketing platform. This criteria is updated according to the source of your lead. Your sources can be grouped under different categories to facilitate the classification and to give a better overview. This field is completed only once and is not editable.
- Keyword:during a search on Google (organic or paid), PUBLITRAC the relationship marketing platform will display the (keyword) search term used by your lead when he became a member of your database. For example, the lead does a search for "marketing agency", finds the Publipage site and completes the online form to receive the newsletter. With this form, he is now part of our database. The original source will therefore be an organic Google search and the keyword will be "marketing agency". Just like the original source, this field is not editable.
- Created date:this field is automatically filled with the date at which the lead was created (first interaction of your lead on your digital assets). This field is no longer editable.
- Last updated:last time the lead’s information was updated. This field is updated each time your lead performs an action (profile update, sync, etc.). This update is applied on every lead action, whether it is a website visit, a form completion, an update, a synchronization, etc..
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6. Select the Activities tab to access the history of the activities related to a lead from the date at which this lead exists in PUBLITRAC (lead updated, email sent, email received, web page visited, etc.), with regards to both the communications you sent him as well as his visits to your site. The activities are completed automatically by PUBLITRAC (non-editable).
Double click on one of the activities to access more details. You'll get the screen below.
7. Select the Marketing tabto access the lists in which the lead belongs to, as well as the history of his import sources. It includes:
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8. Select your list from the drop-down menu .
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Below are the choices displayed in the drop-down menu. Select your list. The first section displays the default lists available in PUBLITRAC (see descriptions below). Then follow the Lists, Filtered lists and Segments that you will have created.
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- The information you see in blue are clickable links. Therefore, by clicking on the lead's email address, you will automatically be redirected to your mailing system where you will be able to send him an email.
- Right-click on a lead to access a menu that lets you Delete, see Lead Details, Watch, Merge, Select All and Add to list.
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