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.
Enabling this type of lead tracking can populate a dashboard like the below.
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. This is called a lead notification.
The lead notification includes a single call to action 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 including the response time of the dealer on average and for this lead.
To enable this feature, under Contact Form Settings, set Send Lead Notification to Yes under Lead Generation settings.
When that option is enabled, the system will no longer use the Lead 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 Lead Email Body Template, 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.
After the lead is acknowledged, the system can also automatically send the full email to the dealer. Enable this behavior with the Send Acknowledged Lead via Email? found under Lead Generation Settings as shown below.
Lead Notification Template
For customers with Interfaces created using the Interface Builder, the Lead Notification Template syntax follows our Twig template system. For customers with Interfaces created before the Builder was released, it uses our legacy Template system.
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.