Lead Management - ARI Responsive Websites

Managing Lead Records

1. In the main ARI CMS menu, select Leads - Please note that a menu item named Endeavor Leads may also be present in the menu. Endeavor Leads are the Ecommerce form submissions as well as form submissions received on any portal website that you may have. 
2. If you have any form submissions with a status of "New", they will be listed and sorted by their submission date/time.
3. Once you've found the record or records that you're looking for, you'll have the option to click View to open the lead record. You also have the option to delete the record.
4. Once you've accessed a lead record, you can update the status, change the Opt In preference, leave a comment, print the record or send a reply email to the customer
5. You can also search for leads by using any or all of the refinement menus listed at the top of this page. They are as follows:

1. 1. 1. 1. Status: Available options are New, In Progress, Test, Complete, Deleted, All
         2. Form Name: Lists the website forms that have captured submissions
         3. Location: If you have more than one store location that receives form submissions, this allows you to refine records to a single store
            1. Note: For any lead types where Location is not a required field on the form, these leads are assigned to your primary location.
         4. Email: Will return only those records that were submitted by the email address you enter
         5. Submitted After: If a date is entered, any submissions entered prior to the date will be filtered out of the search results
         6. Submitted Before: If a date is entered, any submissions entered after the date will be filtered out of the search results
         7. Source: If you run Google Ad campaigns, the leads that are generated via your campaign URLs are noted as such in your lead records.
         8. Submission: Available options are Complete, Partial
            1. A "Partial" submission is logged when a consumer opens but doesn't completely fill out and submit a form
         9. Opt In: If "Show Opt In Only" is selected, only the records submitted by consumers who chose to "Receive Offers" will display
         10. Spam: Your web forms are configured to block or disregard spam email submissions. This checkbox selection allows you to remove this configuration and see those spam submissions.
         11. Download CSV: Generates a CSV file of leads submissions. The leads that are included in the file are based on the refinement selections made in steps 1 through 8.