LeadSigma lets you pull leads from nearly anywhere. Using Zapier, you can integrate with almost any ad or web form imaginable (check our step-by-step instructions here). We love incoming leads so much that it's in our name; we want you to have oodles of them pouring into LeadSigma, meaning more opportunities to connect and convert.
Once in a while though, you do need to turn a lead away, suppress an Active Call Notification, or send a lead to a particular team within your organization. With LeadSigma's new Lead Qualification settings, you can do exactly that, letting you refine a wild torrent of leads into beautifully controlled and directed lead streams. You have the power!
First, let's get you where you need to be, then we'll unpack a few use cases:
1. Go to settings in the left sidebar:
2. Click on Lead Qualifications:
3. Click Add New:
4. You'll see the box below pop up. It has four fields - Lead Field, Operator, Value, and Action (an additional fifth field for Team slides out when you want to direct leads to a particular team). Those field names may sound like technical terms, but we can usually string them into a sentence that makes a little more sense. For example, "When [something from the lead's information] [equals/doesn't equal/includes/starts with/ends with] a certain number or words, then do this thing." "When the lead's name equals Bozo the Clown, ignore the lead." "When the lead's phone number starts with 512, direct that lead to our Austin team." The options are endless. Scroll down for a few use cases that you can implement today!
You've lifted the lead qualification hood and peeked at what's underneath. Here are some suggestions for how to apply this nifty feature:
Use Case A: Ignore leads: You've receive spam leads from a certain area code or even one particular number. Suppose your office is in Taos, NM and you never get real leads from New York, NY, but recently, you've received several fake leads with a 212 area code. Set the controls as follows and those leads won't come into your account anymore:
You could do the same thing if you get fake leads with recurring words in their name, like this:
Use Case B: Suppress Active Call Notifications: You sell services to small, medium, and large business, but due to high call volume, you've decided you only want to receive Active Call Notifications for medium and large leads. You have a field on your web form that asks leads to select one of those three sizes based on their team size. You create a matching custom field in LeadSigma that pulls in that information through your Zapier integration (click here for our guide on creating custom fields). With that in place, here's how you'd assemble your lead qualification rule:
Use Case C: Send a lead to a team: You have four locations, A, B, C, and D, each associated with a different team in LeadSigma. You ask leads filling out a landing page form to select their preferred location. You pull that information into a custom location field you create in LeadSigma. You can then use lead qualification to "send" that lead to that team, meaning that LeadSigma will call the Active Call Notification number appropriate to that unique team. Here's how you'd fill out the lead qualification fields (notice that we'll choose the action "Set Department" which is another way of saying, "Set Team"):
And that's lead qualification in a nutshell! If you have questions or need a little help figuring out how to write a rule for a unique use case, drop us a line at email@example.com or give us a ring at 913.243.8377. We love hearing from you!