A lead is a visitor to your website who has not yet registered or purchased a service but who potentially will in the future.

1. Obtain contact information
2. Follow-up using Scheduled E-mails (autoresponders)
3. Convert the lead into a user

Leads are not to be confused with users. Users have an active account within the database and can log into their accounts through a login form. Users have access to secure areas, newsletters, and digital products, while leads are not active members of your website.

Lead generation is a good way to get contact information for potential customers and then automatically follow up with these users. In other words, it is a way to convert potential customers who are currently on the fence about purchasing into actual customers.

Studies show that, ideally, potential customers need to be contacted up to 7 times prior to placing an order. The lead generation and follow-up features of ppSD2 automate this process.

The first step is to get the user’s contact information. This generally includes an e-mail, phone number, and basic information such as first name, last name, company url, etc..

Creating a Form

Tip: By setting the form to have a specific “expiration date” value, you can assign a timeframe before which you wish to convert this lead.

Next, create a scheduled email that is designed for leads only. Set up the email to contact the user “x” years, months, days, hours, minutes, and seconds “After Joining”.

Recommendations

• Create several follow up emails set to be sent out at different times intervals.
• Include clear and professional sales letters within the emails.
• Use different e-mails to highlight various aspects of your product.
• Create products and place purchase links within outgoing e-mails. Click here for information on formatting product links.
• To avoid being accused of spamming:
  • Make it clear on your lead generation form that follow-up e-mails will be automatically generated.
  • Give your users the option to “Opt-Out” of future e-mails from the system.

• The program will automatically detect if a user purchasing is a lead. Therefore, if you have 5 e-mails set to be sent out to leads and the user purchases after receiving email number 3, he/she will not receive automated e-mails 4 or 5.
• In the event that a lead purchases but the program does not automatically detect this, you can manually convert a lead from the administrative control panel by clicking on “Users” > “List Leads” and then clicking on the Convert Lead icon . This will prevent them from receiving subsequent scheduled e-mails directed at leads.