SALESmanago: Lead Generation

Name: SALESmanago: Lead Generation
Rating: 4.3 (110 reviews)

Learn how to optimize lead generation methods tailor the process to increase Conversion and Sales.

Created bySALESmanago CDP & Marketing Automation

Last updated 4/2021

English

What you'll learn

How to use the basic pop-up wizard,
How to use the drag & drop contact form wizard,
How to use the landing page wizard,
How to use the HTML contact form wizard,
How to use contact form analytics.

Course content

7 sections • 7 lectures • 1h 33m total length

Introduction0:46
Learn how to create effective and unique contact forms in SALESmanago, acquire new contacts and monitor them automatically.
One of the most effective ways of acquiring contact details is displaying contact forms in pop-ups, landing pages, iframes and sidebars. SALESmanago lets you do it quickly and conveniently by means of simple wizards. As the wizards reflect every step of signing up the contact for the subscription, you can adjust the settings in every stage.
Key benefits:
create and manage your contacts’ database,
fuel your CRM automatically with customer data,
build 360° profiles with personal, transactional and behavioral data in one place,
create segments based on behavior, transactions and any customer data,
use scoring to identify the hottest leads and their real interests,
alert your team about lead activity,
learn what is the best hour and day to contact your customer,
manage your sales with notes, tasks and reminders.
If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Basic Pop-up Wizard20:50
The contact form is an effective way to generate leads within your own website. In the new Express form designer, you can easily create eye-catching and effective pop-up contact forms.
Each anonymous contact which submits a contact form is saved in your CRM database as a monitored contact, letting you track their behaviour – subsequent visits, interests, time spent on the website, and so on. Over time, each monitored contact’s behaviour profile becomes more detailed, which allows you to create more effective automation processes.
A pop-up contact form in SALESmanago consists of 3 elements:
the form itself, here you can choose which fields to include,
a thank you page to appreciate contacts who submit the form,
an email with a link that confirms subscription (+ optionally, a short confirmation message informing contacts that they successfully subscribed).
The form is where users can enter their details, but it’s also the place where you greet them and make the first impression. When someone submits a form, the entered details are added to the CRM.
It takes time, effort and trust on a part of a customer to provide their contact details via a contact form. A Thank You page is a short message that expresses gratitude to people who go out of their way and trust you with their personal information. You can also inform your soon-to-be subscribers when and how you will be contacting them next.
To make sure email addresses of contacts are valid and all contacts who enter your CRM database do so willingly, we use a double opt-in system. When someone subscribes to your website, the system sends that person a confirmation email to the address provided in the contact form. This technique allows for database hygiene.
Watch the video to find out how to capture your leads by creating an engaging pop-up full of possibilities in less than 5 minutes!
If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Drag & Drop Contact Form Wizard23:38
SALESmanago and its possibilities of lead acquisition turn each interaction of a potential customer with the content published by your company into an opportunity for sourcing contact data. More importantly, the system will automatically distinguish between identified and anonymous contacts and will therefore request contact information only from unknown persons. Varied, flexible and personalized forms of lead acquisition will significantly increase the number of leads generated directly from anonymous traffic on your website.
The SALESmanago system offers four paths for creating contact forms: basic, advanced, pop-up with image, and through the Custom Model Designer. The Advanced wizard allows you to create more elaborate forms, 'Thank You' pages, and emails confirming the subscription. Using a 'Pop-up with image' option, you can create a pop-up that won’t contain a contact form, but a graphic of your choice.
The Custom Model Designer will allow you to display pop-ups containing special offers to selected groups of customers based on their behavior on the website and the CRM data, and thanks to the intuitive and easy-to-use wizard you can use a variety of customization options to create messages that perfectly match the appearance of the website, both on desktop and mobile devices.
Discover how to modify the settings of contact forms to create anything from gated content to customer surveys, all available in the drag & drop wizard.
If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Landing Page Wizard19:55
Lead Generation landing pages are used to maximize the interactions between your visitors and your page in order to establish a relationship with a customer and capture personal information to build a well rounded customer profile. It is a standalone page, distinct from the main website, designed with a specific goal in mind, most often converting anonymous traffic into leads. Additionally, lead capture is the first step to the conversion process.
Successful lead generation landing pages are tailored to the specific needs and interests of customer segments and online behavior.
The SALESmanago landing page wizard offers a solution to create compelling designs, enticing CTAs, personalized display settings, and possibilities for dynamic content, which are essential for an effective lead generation landing page.
With the creator:
build different lead capture landing pages dedicated for specific target audiences based on online behavior,
collect additional information to create more targeted content and have a better understanding of your customer,
choose to send alerts to owners when contacts fill in their information via the landing page, determine where to display the iframe, define your contact group, and the life span all for a more effective lead acquisition process.
If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

HTML Contact Form Wizard8:35
Learn how to apply your knowledge of lead acquisition elements from previous lessons to create pop-ups, contact forms and landing pages in the HTML creator.
Assign tags to contacts after they leave their contact details, define your target audience, location, moment of display and interval time. Execute advanced operations such as generating coupons and adding dynamic content as well as custom fields and target URLs.
If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Contact Form Analytics3:55
In order to use the full potential of lead generation elements within the SALESmanago system you should measure the performance of your contact forms based on conversion rates. (NP) View the number of displayed and submitted forms against traffic on your website for a specified time range and determine which lead capture method has been the most effective.
If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Custom Modal Designer15:28
Attract new customers and improve your conversion rates thanks to the extensive capabilities of Custom Model Designer, allowing you to hyper-personalize your website through advanced and highly customizable pop-ups.
This unique designer allows you to display pop-ups containing special offers to defined audiences based on their online behavior and CRM data. Control where, when, to whom, and what offer is to be displayed, all thanks to an easy-to-use, intuitive designer.
Custom Model Designer is an advanced creator that allows you to create not only pop-ups containing a form, but also graphics-only pop-ups. Extensive visual personalization options for each widget will make your popups catch the attention of every user.
In addition, you have the option of setting the exact location, display time and pop-up display pause time to gradually increase the conversion of your leads.
Display contact forms and pop-ups at the time of the highest conversion probability, select devices on which the pop-up should be displayed, and define your top priority elements within the pop-up.
Continue to the video to learn the full range of possibilities with the Custom Model Designer.
If you want to know more, please visit our support website or contact us via elearning@salesmanago.com

Requirements

Customer Data Platform

Description

Lead Generation by definition refers to the process of identifying potential customers for your business’s products or services.

But contrary to popular belief, lead generation isn’t just about impersonal hard-selling. It’s a complicated process, requiring an expansive range of methods to be effective.

Lead Generation is essential for businesses in order to identify the best-suited leads and obtain new sales leads. For this purpose, various contact forms can be used on the website e.g. landing pages, pop-ups, exit pop-ups, iframes, or sidebars. When creating these elements it is worth remembering that the text and graphics, their location on the page, as well as the moment of their display, can significantly contribute to increasing the number of contacts willing to share their data. It’s worth testing different solutions and checking which works for your customers. SALESmanago offers a variety of functions to help yield the best results and ensure personalized content even to attract valuable anonymous contacts.

In lesson number 4 you will learn how to:

Create responsive forms and landing pages without IT using Drag & Drop wizards,

Convert anonymous visitors into leads and keep their visit history,

Use progressive profiling forms to collect more data,
Increase conversion with forms and popups personalized to real customer interests,
Display contact forms and popups at the time of highest conversion probability,
Dynamically adjust discount codes and pricing to address customer value,
Use contact form analytics to measure the effectiveness of your campaigns.

Who this course is for:

SALESmanago customers
SALESmanago employees

SALESmanago: Lead Generation

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 1min

Basic Pop-up Wizard1 lecture • 21min

Drag & Drop Contact Form Wizard1 lecture • 24min

Landing Page Wizard1 lecture • 20min

HTML Contact Form Wizard1 lecture • 9min

Contact Form Analytics1 lecture • 4min

Custom Modal Designer1 lecture • 15min

Requirements

Description

Who this course is for: