Typically when a customer completes a lead form, the email is delivered to the email associated with the location record. If the email address associated with the location is wrong or un-monitored, the customer may never receive a response. Knowing that a lead has been acknowledged is key to ensuring customers receive a prompt reply.
To accomplish this acknowledgement tracking, the body of the lead email, including the lead contact information is withheld from the initial email to the location contact. It is replaced by a link which, when clicked, reveals the lead details, allowing an opportunity to confirm receipt of the email.
The lead notification includes a link as shown below:
After clicking the button, the recipient will see the full message body:
The Leads dashboard also now indicates which leads have been acknowledged.
The viewed status and the time of the viewing can be seen in the Export file:
The status is also shown on the lead details:
To enable this feature, under Contact Form Settings, set Send Lead Notification to Yes under Contact Form Settings.
When that option is enabled, the system will no longer use the Contact Email Body Template to deliver the lead. Instead, it will initially deliver an email comprised with the Lead Notification Template. This template includes the same dynamic template variables as the Contact Email Body, but also includes %%READMORELINK%%. This gets replaced by a link to the page on which the Interface is installed. This allows the lead notification recipient to then view the full lead in a branded context. The Lead Frame URL is used to display the lead on your Website. This can be page on which the Interface is installed, or a lead-specific page. The MetaLocator installation code must be present on this page.