Lead Nurturing – New Interface

We are always looking for ways to make it easier to use LeadMaster.  Customers were telling us they wanted Lead Nurturing moved to the E-Marketing section.  So now you’ll find Lead Nurturing both the way you’ve been using it and in E-Marketing.

There are now two tabs in E-Marketing – Email Campaigns & Lead Nurturing.  Clicking on the Lead Nurturing tab reveals a summary of existing lead nurturing tracks and 3 options

  1. Create / Manage Lead Nurturing Tracks
  2. Add Contacts to Lead Nurturing Tracks
  3. Report on Lead Nurturing Tracks
Lead Nurturing in E-Marketing

Lead Nurturing in E-Marketing

Clicking on Create / Manage Lead Nurturing Tracks will take you to familiar ‘Lead Nurturing Track List’ page.  From here you can see / edit / add / delete Lead Nurturing Tracks.

Lead Nurturing Track List

Lead Nurturing Track List

Clicking on Edit takes you to the familiar ‘Edit Lead Nurturing Track’ page where you can add both email steps and call back reminder steps to lead nurturing tracks.  You can also specify who can see / use this lead nurturing track and whether it is active or not.

Create the Lead Nurturing Track

Create the Lead Nurturing Track

Once you have your lead nurturing tracks created it is time to add contacts to your lead nurturing track(s).  Click on E-Marketing, click on the Lead Nurturing tab, click on Add Contacts to Lead Nurturing Track.

Add Contacts to Lead Nurturing

Add Contacts to Lead Nurturing

Once the Lead Nurturing Tracks are setup it is a simple two step process to use Lead Nurturing.

  1. Select the contacts you would like to add to lead nurturing
  2. Select the track you would like to add the contacts to.

To select the contacts click on the ‘Select Contacts’ button and it will open the familiar Contacts Search Engine.  You’ll have the choice of either using one of your Saved Searches or creating a new search.  Personally I like to use marketing activities from search records to mark the records I’d like to add to Lead Nurturing.

Search for Contacts to Add to Lead Nurturing

Search for Contacts to Add to Lead Nurturing

Click GO and your search results will inform you of the number of contacts you’ve selected.  Then pick the lead nurturing track you’d like to add them to, select the start date and click submit.  That’s all there is to setting up a lead nurturing track for your contacts.

Once that is complete you may want to run a report to see who completed the track and who opted out.  Click on Report on Lead Nurturing Tracks from the main E-Marketing / Lead Nurturing page and you’ll be taken to the reports page where you can select the Lead Nurturing track that you’d like to know more about.

Report on Lead Nurturing Tracks

Report on Lead Nurturing Tracks

I added contacts to a lead nurturing track and it took me less than 1 minute.  Let us know how you like it.

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

 

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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