Metalocator provides flexible lead generation tools that help you capture and route customer inquiries directly from your locator. One important feature is the ability to customize lead emails. These emails notify your locations (or dealers) whenever a new lead is submitted. By customizing the template, you can ensure your brand voice is consistent and that the right information reaches the right people.
Where to Find Lead Email Settings
Log in to your Metalocator account.
From the main navigation, select Interfaces.
Select the interface you would like to edit.
Go to the Lead Generation tab.
Locate the section for Lead Email Body Template – this is where you can adjust template for the lead email.
Lead Generation Email Templates
Lead Email Body
Defines the main content of the email sent to locations when a new lead is submitted. This template can include customer details, product interests, and any custom fields you choose to display.Lead Status Reporting Toolbar
Configures the summary view and reporting tools used to track lead status. This helps your locations quickly see the stage, progress, or outcome of each lead.Lead Notification Template
Controls the layout and wording of the notification email that alerts your locations to a new lead. Use it to highlight key information and draw attention to view the lead.Thank You Email Template
Sends an automated confirmation to the customer after submitting a form. This template can be branded with your company voice and include next steps, links, or follow-up times.Lead Follow-up Email Template
Allows you to create scheduled or triggered follow-up emails for ongoing engagement with prospects to collect reviews. These templates can be tailored for nurturing leads after their initial inquiry.Verification Email Body Template
Used when validating lead email before it is sent to the location. This ensures security by asking the customer to confirm their details through a verification email.
Customizing the Email Template
The email editor allows you to tailor subject lines, body content, and formatting:
Subject Line: Include dynamic variables such as the customer’s name or location to make it easy for dealers to identify the lead at a glance.
Body Content: Use the editor to insert lead details (e.g., customer name, email, product interest). Metalocator provides merge tags/placeholders that automatically populate with lead data. Use the [P] icon to automatically insert MetaLocator fields in your account.
Branding Elements: Add your company logo, footer, or legal disclaimers so emails align with your brand guidelines.
Formatting: Adjust layout, spacing, and text emphasis (bold/italic) for clarity using the HTML Source editor.
Adding Dynamic Variables
Metalocator supports variables that pull in real-time data from the lead form submission. Examples include:
{{template_item.fromname}}– Lead’s name{{template_item.fromemail}}– Lead’s email address{{template_item.fromphone}}- Lead's phone{{template_item.leadmessage}}– Customer message{{template_item.name}}– Location Name{{template_item.leadcustom1_label}}- Custom 1 label from Lead Form{{template_item.leadcustom1}}- Custom 1 variable from Lead Form
These variables make sure each email automatically includes the details submitted in the form. For fields that may be optional, it’s best practice to use IF statements so the information only appears when provided. For example:
{% if template_item.fromphone %}
Phone: {{template_item.fromphone}}
{% endif %}This ensures your email stays clean and doesn’t display empty fields.
Best Practices
Test your email template by submitting a test lead to confirm formatting and data accuracy.
Keep the subject line concise and clear (e.g., “New Lead from Company Locator”).
Include detailed lead data in the Lead Email Body, not in the Notification Body, so locations must acknowledge the lead before receiving full details.
Summary
Customizing lead emails in Metalocator’s Interface → Lead Generation tab allows you to control the look, content, and recipients of your lead notifications. With tailored templates and dynamic data, you can streamline communication and improve response times to new customer inquiries.