Leads

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

13 articles in this collection
Written by Michael Fatica and Bryan Nye

Customizing Lead Forms in the Interface Builder

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

Written by Michael Fatica
Updated over a week ago

Lead Follow-up Reviews

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

Written by Michael Fatica
Updated over a week ago

Tracking lead acknowledgement

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

Written by Michael Fatica
Updated over a week ago

Exporting Leads

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

Written by Michael Fatica
Updated over a week ago

Removing emails from unresponsive locations

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

Written by Michael Fatica
Updated over a week ago

Publishing MetaLocator leads to HubSpot

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

Written by Michael Fatica
Updated over a week ago

Lead Blocklist Configuration

Written by Bryan Nye
Updated over a week ago

Lead Abuse Prevention

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

Written by Michael Fatica
Updated over a week ago

Creating a contact form

Written by Bryan Nye
Updated over a week ago

Capturing leads

This article describes how you can create a contact form for each location.

Written by Michael Fatica
Updated over a week ago

Capturing Leads in Salesforce

Leads can be pushed to SalesForce

Written by Bryan Nye
Updated over a week ago

Lead email bounce handling

Written by Michael Fatica
Updated over a week ago

Lead bounce status codes

Written by Bryan Nye
Updated over a week ago