This article shows you how to create Lead Gen forms and how to manage leads.
The above is a detailed video that will cover everything in the article.
Lead Gen Forms
The below steps cover how to set your default lead gen columns, create a form, and how to embed it into your website.
Edit the default Lead columns
Go to Tools > Profile > Settings
Scroll down to "Lead Gen"
Edit the names, order, and number of columns
Scroll up and click save
Note: You cannot delete a column that has a lead in it.
Create Lead Gen Form
Go to Growth Suite > Lead Gen Form
Click the yellow plus button
Name the form
Choose a category
To create a category start typing and click create
Choose your settings on the right hand side
Create and edit the fields in your form
Choose which are required
Choose the order
The following will be automatically added to a client profile
First Name
Last Name
Birthday
Address
Client Phone
Important
If the person already exists in your database, the form will not override their client profile information
Email is always required
At the bottom, choose what the Lead will see after completing the form
Custom Thank You Page
Use the editor to create a vibrant custom page
Automatically add an item to the cart
Great way to give the client a free class, credit, or some swag!
You can also have the cart automatically apply a discount code!
Redirect to another page
You can also have the Lead redirected to another page on your website like your schedule or package page
Click Save
Preview and Embed
Once you are done creating your form you can preview it and embed it into your site.
To Preview click the toggle at the top of the page when creating it, or scroll to the bottom of the Lead Gen detail page and click the arrow
To Embed the form, scroll to the bottom of the Lead Gen detail page and copy the embed code
Managing Leads
Once you have your Lead Gen form, and Leads start submitting the form, you will be able to move your leads through the various stages of your Lead funnel.
Go to Growth Suite > Leads
You can filter the page based on Owner, Lead Gen form, and more
You will see your columns and the names of the leads
Click a lead to do the following:
Assign an owner
Create a task associated to the lead
Assign an action: Text, Call, Email
Write a short note to appear on the lead
Click and drag the lead to move them through the funnel
This is great for your trainers who might be managing their own leads as they call them, book their first sessions, and more
Automations
The Lead Gen feature set is powerful by itself, but it becomes even more powerful when paired with Automations. There are endless Automations you can create and you can learn more about how to use this feature set here. Some ideas and suggestions:
Create a Task automation every time a new Lead is submitted
This is a great way for someone to evenly distribute leads to trainers to follow up with to get their free assessments booked
Send emails when a lead is sitting in a Column for more than a few days
Calling leads is time consuming, let Automations do the work for you
Have the system text or email Leads when they are in various columns
Create custom automation for each column and for different Lead Gen forms
Tag leads to create custom audiences
Did you do a big outdoor fitness festival and get a lot of sign ups?
Create a tag that tags all of the new leads "Fitness Festival"
Then create an audience and emails based off that tag!