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Sending leads to multiple recipients
Sending leads to multiple recipients

Use this feature to allow end users to send information to multiple locations

Michael Fatica avatar
Written by Michael Fatica
Updated over 9 months ago

Sometimes it is helpful to provide end users the ability to send a Lead inquiry to multiple locations simultaneously.

This feature is available to Enterprise and Lead Optimization subscribers.

For example, if the visitor is seeking a quote for a countertop installation, they might want to request multiple quotes. MetaLocator can facilitate this request by introducing the ability to select multiple results, and then allowing the user to click a button which delivers the information (the Lead) to multiple recipients simultaneously, as shown below:

There are two key elements to this user experience, the "Request Quote" button, which is placed in the Search Form and the "Select Results" checkbox which is placed in the Results List.

To implement this UX, follow the steps below.

Add the Request Quote button to the Search Form

  1. Click Search Form

  2. Click Add Field

  3. Choose Leads Button from the list of Special Fields

  4. Expand the Leads Button options to make any necessary style adjustments

Add the Select Result checkbox to the Results List

  1. Click Results

  2. Click Add Field

  3. Choose Select Result from the Special Fields list

  4. Expand the Select Result options to make any necessary adjustments

Each lead will be generated and delivered simultaneously and created as a separate lead.

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