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Leads tutorial

Find “Leads” under “Members” in main menu and access this feature which will help you to keep track of your leads – or potential members to your school. In this short guide you will learn:

  • what are leads and lead sources
  • how to add leads
  • types of leads
  • how to convert a lead to a member
  • how to run lead reports
  • how to send emails to leads

First, before adding your first lead you need to add some lead sources to your account. Here are a few examples, but you can add whatever you want:

Lead sources

Then go “back to leads” and click “add” button on the top of the page to add a lead. Notice the “status” drop down with 3 options:

  • active (lead with potential to convert)
  • lost (not interested or any other reason)
  • converted (became a member)

When adding leads you will probably select “active” and later when you work on your leads, you can change this status. You can even add your own statuses if you want. The interface for adding leads looks like this:

Add lead

A lead can be converted to a member by clicking “convert to member” button. This will copy existing data to a new member’s profile where you can manage the new member. Status will be changed to “converted”. Leads list will color your leads based on status:

Leads list

Any action you take with a lead you can write into “add action” section. E.g. when you call them you want to put a note of that. On the leads list in “last action” column you will see the last entry in actions for that lead.
There is also "Follow up" field - here you set the date when you need to do some action with selected lead (for example call). You can use then filtering to filter leads based on follow up date to know which leads you need to call on which day. DojoExpert will also remind you on dashboard on follow up date.

You can also send an email to all or just selected leads. Select leads with check boxes in grid and select “email” in drop down below the grid. This will take you to the email form where you can write and send your email.

There is also a Leads report to which you can access if you want to see your stats. And a chart on the dashboard:

Leads chart
Leads report

Forms to collect leads

With DojoExpert you can create forms to collect leads on your website. You can create multiple forms with different fields, text, colors, and embed the form on your website so that your visitors can register. This great feature enables you to generate more leads and manage them efficiently.

You can find leads forms if you select “leads” and then "leads forms" on bottom page menu.

To create a new form enter the title and click “add” button. To edit existing form click “edit”:

Leads form

For each form you can define:

  • form text (text which appears on top of the form)
  • form fields (can include custom fields that you create)
  • form colors
  • button text and colors
  • your email if you want to receive a notification when new lead registers
  • email template that is used to send an email to your leads when they register (it’s done automatically)
  • default status and source in leads database

The interface looks like this:

Leads form

On the end of the form you will have form link and embed code. You can use the form link if you want to send it to your potential leads via email, or you can use the embed code to embed the form on your website. In above example the form looks like this:

Leads form for website

All users who use the forms will be added in your leads database which you can monitor and register further actions.You can also use advanced filtering for leads to filter your leads by any field. Find this feature in page bottom menu!