Client Tool Training
Training 1
Lead Scoring:
A way to prioritize leads based on custom attributes
Each lead gets a score based on how they interact with the site, the forms they fill out, and the information they give
The more info given, the higher the lead score
Lead scores can be customized based on dealers’ specific focuses and priorities
- Walk through algorithm
Lists:
Allows you to automatically segment leads into leads
Sorted by info given/interest on forms and activity on the website
Segmentation allows you to send personalized newsletters to potential customers, and separate for differently specialized salespeople
- Show how to navigate the lists
- Show how to create a list
- Find two segments (a make and a vehicle type) and pull a cross-reference list
Contact Manager:
View all leads
Filter leads by lead score/list/owner/source/etc
Advanced Search
Sort by lead score and click into a user with a high lead score
Can assign leads to salespeople
Life of the lead breaks down activity on site, forms filled out, emails received, emails opened, and links clicked through on emails
Memberships shows emails they've received, on-site traffic, browser used, etc.
Can also see associated social profiles
Bell icon for assigned leads to notify sales rep when user is on website
Training 2
- How to use the email creator
- Templates
- Drag-and-drop template
- Drag-and-drop editor
- content blocks
- Dynamic and Personalized Content
- merge variables
- custom names
- custom images
- custom content blocks
- Send settings
- Scheduling newsletters
- Templates
- How to use the visual workflow creator
- Triggers
- Actions
- Filters
- Time Delays
- Sending emails within a workflow