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Capturing Leads
Configure lead forms to collect and route business inquiries to locations
MetaLocator enables the collection of business inquiries from locator users through customizable contact forms. These inquiries, referred to as Leads, are stored in MetaLocator under Leads and can also be delivered via email to designated recipients.
Configure Lead Capture
Follow the steps below to enable and configure lead capture:
1. Ensure Records Have Email Addresses
Each location must have a valid email address to receive leads.
Confirm the email column in the import file contains valid email addresses.
Only records with valid email addresses will receive lead notifications.
2. Display the Email Button
Users access the lead form by clicking an email or contact button in the locator interface.
Most templates include this by default.
If not present, add the button to one of the following areas:
Search Results List
Map Popup
Location Details
3. Customize the Lead Form
The lead form defines the fields users complete when submitting an inquiry.
Navigate to Leads from the interface navigation.
Find the Lead Form.
Add, remove, or reorder fields as needed.
Configure field settings such as required status or field type.
4. Update Lead Generation Settings
Lead delivery and email formatting are controlled in the Lead Generation settings.
From Display Name
The name displayed in the email header. Typically set to the company name.
Lead Recipients
A semi-colon separated list of email addresses that receive leads in addition to the location email.
Supports field references using curly braces:
{mycustomfieldname}The referenced field must contain valid email addresses.
Lead Email Subject
Defines the subject line of the lead notification email.
Lead Email Body Template
Controls the structure and content of the lead email using a Twig template.
Common variables include:
{{template_item.fromname}}— Sender name{{template_item.fromemail}}— Sender email{{template_item.leadmessage}}— Message content{{template_item.interfacename}}— Interface name{{template_item.name}}— Location name{{template_item.address}}{{template_item.city}}
Custom fields:
{{template_item.leadcustom1}}through{{template_item.leadcustom40}}
Styling:
{{template_item.theme_color_primary}}— Interface primary color (e.g.,#123456)
This configuration ensures that inquiries are properly captured, stored, and delivered to the appropriate recipients for each location.