The following article explains how to enable and set up leads and how to configure each of the lead settings; such as administrator notifications and available lead categories.
You can choose the types of leads that you would like to accept.
- Open the Settings menu item.
- In the Marketing section, select Lead settings.
- In the Website section, tick the lead types you would like to enable.
- Press Save.
You can choose to accept leads for individual course templates. Learn more about existing course leads, and private course leads.
- Open the Templates menu item.
- Find and select the course template you wish to enable leads for.
- In the toolbar, press Edit.
- Select the Website tab.
- Select the relevant lead options as required.
- Press Save.
Your course listing will now display the lead links specified in the template settings.
Examples with these forms enabled
- Arlo course listing with 'suggest another date' enabled.
- Arlo course listing with 'private course' leads enabled.
- Arlo course template with no dates running and with 'suggest another date' enabled.
For public event leads on an existing template, you can set Arlo to automatically close leads as won when the associated registration is completed and/or attended.
For example, automatically close leads as won when the associated registration is completed and/or attended. If there are multiple courses on a single lead (e.g. internally created lead) all registrations must meet the criteria set for the lead to be closed.
To use this feature, you need to ensure you have enabled leads and allow public leads on your templates
Enable automatic closure of leads
- Open the Settings menu item.
- From the Marketing section, select Lead settings.
- From the Automatic closure section, select Close leads as "Won" automatically if the contact registers on the associated event.
- Select the conditions for when a lead should be automatically closed.
- Select if registration/s need to be Completed.
- Select if registration/s need to be Marked as attended.
- You can select to automatically close leads if the lead contact is the same contact as the billing contact on an order. This means that where another person has created a lead, the lead will be closed if they are the billing contact a matching order. This is useful when a lot of leads and registrations are not created by the registrants themselves (e.g. an HR contact).
- Select Apply to all registrations on orders where the individual is the Billing Contact.
- Arlo can go through existing event registrations and close historical leads where a match with the above criteria is found. This allows you to easily tidy up your existing leads.
- Select Apply these changes now to existing leads.
- Press Save.
These settings allow you to edit the values that administrators can select when creating or managing their leads from within the management platform.
- Open the Settings menu item.
- From the Marketing section, select Lead settings.
- Add and remove Rating values as required by entering or deleting text in the textbox.
- Add and remove Source values as required by entering or deleting text in the textbox. Website leads submitted will always automatically use Website as the source.
- Add and remove Sales stage values as required by entering or deleting text in the textbox.
- Add and remove Location values as required by entering or deleting text in the textbox.
- Press Save.
You can choose how leads should be categorised as they come in, and have additional categories that you can assign leads to internally. These can be useful for reporting purposes e.g. reporting on leads within a particular category.
- Open the Settings menu item.
- From the Marketing section, select Lead settings.
- From the Lead categories section, type in the categories you would like to have available.
- From the Lead type categories section, select the default category for each type of lead created.
- Press Save.
You can enable internal lead notifications sent to administrators when a new lead has been received. For example, set up notifications for existing course leads to be sent to a particular salesperson.
- Open the Settings menu item.
- From the Marketing section, select Lead settings.
- In the New lead notification section for each lead type, select the administrator who should be notified when new leads are received from the website.
- Press Save. Lead notifications will now be sent when a lead is received.
Example of a notification sent to an administrator when a lead is received.
