Leads (manually create a lead on a list, desktop, mobile or tablet)
Create / add leads manually in a list when you have only a few leads to add.
1. Select Leads.
2 Select Leads/customers.
3. Select the Leads tab, and identify the list on which you want to add leads manually.
4 Enter the name of the lead you're looking for in the Search field on the right.
The screen below shows the searched lead.
5. Click once on the lead in question to select it.
6. Right-click to open the menu.
7. Click on Add to a list.
The screen below appears.
8. Select the list in question from the List name drop-down menu.
9. Click OK.
The name of the lead is added to the list.
Create / add leads manually on your desktop
1. Click Leads, then Leads / Clients.
2. Select the Leads tab.
3. Click Add.
The screen below appears.
4. Fill in the Lead Source. This field refers to the source of the lead. The default sources displayed in PUBLITRAC are: Bing, Google, Yahoo, and New Lead. You can add as many Lead Sources as you want (adding a Lead Source is often required when synchronizing with CRM’s). Your addition will be automatically displayed after the default fields in the drop-down menu (for example: back to school email campaigns, imported list contest, synchronization,...). To add / remove Lead Sources, see Settings / Configuration / Configuration of the types, Lead Source section. A history of all the interactions is stored in PUBLITRAC, and is displayed through a drop-down menu.
5. Type in the lead’s email address.
6 to 9. Fill in the lead’s First name, Last name, Telephone #, and Company name (optional).
10. Click Save.
The system will create a new lead and place it at the end of the list.
Create / add a lead on your smart phone or tablet
Step 1. Create a landing page
1. Go to Content.
2. Select Landing Pages.
3. Click Add.
The screen below appears.
4.5.6.7.8: Complete the required information, and then follow the instructions as described in article 3. Content / Landing Pages.
Step 2. Create a hosted form (form created in PUBLITRAC)
1. Click Content
2. Select Form.
3. Click Add.
The New Form screen is displayed.
4.5.6.7.8.9: Complete the required information, and then follow the instructions as described in article 3. Content / Form
* Beware, if you create several leads from the same phone or tablet, you must check the option This form will be used to manage multiple registrations from a same computer.
Step 3. Insert your hosted form in the landing page
1. Click Content.
2. Select Landing Pages.
3. Select the landing page on which you want to add the form.
The screen below is displayed.
4. Select the section on the page where you want to add the hosted form.
5. Select the desired form from the Forms drop-down menu.
6. Click Save.