How do I get leads using the IXN Lead form?

Leads are stored in the Dashboard and can also be sent to you via email notification

Our Website Quoter offers the option to collect leads generated from your quote engine using our IXN lead form, forms integrations, custom URLs, or CRM Integration. Depending on which method you select will determine where you access that information.

When using our IXN lead form, your leads will be accessible using the "Leads" section of your Dashboard. You will be notified that those leads have been received via the dashboard and/or email.

Setup

1. Log in to your Dashboard.

2. Once you are logged in, click "Products" in the navigation on the left-hand side.

3. Find your Website Quoter in your list of products.  Click on it.

4. Click "Settings" at the top of the page. Select "Lead Flow" in the dropdown. 

5. Once in Lead Flow, navigate to the IXN card and select "Enable." This will take you to the settings for the lead form and email notifications.

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6. Our website quoter offers the option to send yourself, employee, and/or business partner leads via email notifications at two different points during the quoting process.  

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  • Partial Lead Notifications - This will send an email to you or other designated recipient(s) when an initial quote is run.
  • Completed Lead Notifications - Once a quote is selected by your potential client, and the additional information is submitted, another email will be sent to the designated recipient(s).
  • Lead Email Notification Recipients - This is the email(s) designated to receive the partial and completed lead notifications. Additional emails can be added in a comma separated list.
  • Quote Button Label - This is the customizable label for the button as it appears in the Quote Results of the Website Quoter
  • Lead Submitted Success Message - This is the customizable message the consumer will see after they have submitted their information to you.

7. You can also edit what fields are requested in the partial and completed leads. Please refer to the following guide for configuring the lead form fields.

Dashboard Notifications

In the "Settings" area for your Website Quoter, you will see a card titled "General."  On this card, you can designate an assigned member for the Website Quoter.  This member will automatically have any leads assigned to them in the "Leads" card as well as receive notifications in the inbox of their dashboard, in the upper right-hand corner.

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Inbox

Stored Lead Information

To view lead information, log into your Dashboard. In the navigation on the left-hand side, click "Leads." This should bring up a list of all of the leads generated from either your website quoter or your mobile app along with different information about the quote that was run. Here are some things to know:

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  • Paper Icon: By clicking the paper icon on the left-hand side of the lead, a modal will appear that displays any information collected about that specific lead including the product information if a quote was selected, and any information collected with the fields you have enabled.
  • "Has Quote": When a lead is complete, meaning a product has been selected and a client has completed the quoting process, a green checkmark will appear.  If it is only a partial lead, this column will be empty.
  • Status: To keep track of the status of a lead, you can determine where that lead is in your sales process.
  • Assigned Member: The assigned member will default to the member that is assigned to the website quoter.  However, if an Admin or Sales Rep would like to reassign those leads, they can do so using this dropdown.

Questions or feedback? Feel free to reach out to our Support Team at support@ixntech.com or call 800-250-5152 #2.