MetaLocator

MetaLocator can help you capture business inquiries and direct them to individual locations

Capturing Leads

The Interface Builder makes it easy to extend your lead forms with location data and custom fields

Customizing Lead Forms in the Interface Builder

Ensuring leads are received and acknowledged is the first step to ensure your customers are serviced.

Tracking lead acknowledgement

Using the lead budget field helps you prioritize and route leads

Lead Budget Field

When recipients don't acknowledge leads, you can send a reminder

Lead Reminders

This article describes high-level steps for configuring the full continuum of lead optimization tools available in MetaLocator.

Lead Optimization Setup Guide

Collect changing lead statuses and reviews throughout your customer journey

Lead Status Reporting

When leads are ignored, they can be assigned to other dealers

Lead Reassignment

After a lead is sent, follow-up with the customer to determine the outcome and request a review with rating

Lead Follow-up Reviews

MetaLocator can export leads as a CSV, Email, via SFTP or integrate with external systems via Webhooks

Exporting Leads

Lead forms and dynamic links can be used to craft schedule appointment workflows

Creating Schedule Appointment Links

When users submit leads, MetaLocator can publish the lead data directly to a HubSpot form

Publishing MetaLocator leads to HubSpot

Capturing Leads in Salesforce

Lead Blocklist Configuration

When your dealers, partners or locations aren't responding to emails, you can automatically remove them from the pool of lead recipients

Removing emails from unresponsive locations

When fraudlent spammers are abusing your partner database by manually emailing partners, MetaLocator can introduce limits on behavior

Lead Abuse Prevention

Enterprise users can trigger a thank you email to the lead

Sending Lead Thank You emails

Lead email bounce handling

Lead bounce status codes

Allowing partners to unsubscribe from lead emails is compulsory and can actually increase your response rate

Unsubscribe for lead emails

When a marketing campaign uses UTM codes to link to the locator, they are saved with the lead automatically.

Tracking Lead campaign effectiveness with UTM Codes

When a lead was deleted, filtered or needs a reminder, it can be re-sent.

Re-sending a lead

Use call tracking to capture phone calls from your locator

Tracking phone calls

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

Sending leads to multiple recipients

Use authentication to securely integrate with destination systems and signing secrets to verify the integrity of requests.

Webhook Security

Links to lead details can be automatically expired to increase security and prevent data leakage.

Expiring Lead Notifications

Limit PII exposure and storage with automatic anonymization of lead data

Lead data anonymization

When a new lead is received, partners can receive instant notifications via text message

SMS Lead Notifications

With Lead Status Reporting enabled, trigger automatic follow-up with your locations

Location Follow-up

Bryan Nye

Michael Fatica

Use your locator to capture and route email leads.  Define rules to deliver leads directly to location contacts, an admin, or both

Leads

Scope of Support

Privacy Policy

Terms of Use

Support Resources

Find answers and get help from Intercom Support and Community Experts

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