Lead forms
(TP56395/2024.190301+2024.19.300)
Purpose
To create forms with which potential customers can add their personal information so that they can be contacted later. Each form has a URL which can be
Posted as a QR code in an ad
No facility preselected, unless the ad is for a specific location.
Let the user choose facility
Used on a tablet when marketing facility about to open
Preselect facility
Don’t let the user choose facility
Used on a kiosk computer at a facility
Preselect facility
Don’t let the user choose facility
Description
A lead is a potential customer
A lead source is how the led was collected. For example through a newspaper ad. You may want to keep track of how the leads were acquired, how many that were converted to customers, and compare that to the cost of the ad.
Lead sources are configured on a system level (same for all companies and facilities in the installation).
Prerequisites
The Mobility app/web is required
Configuration
BRP Configuration → Persons → Lead source
Create and select a lead source, for example “Newspaper ad 2024-05-13”
Press the “Generate lead form URL” button
Choose a web app (if you have more than one)
Choose a facility if it should be preselected in the form
Choose if the leads should be able to change the facility
Press the “Generate” button
Select and copy the URL
Use or publish the URL in some way
The Lead form
Find persons who registered through the Lead form
BRP Back Office → Persons → Advanced selection
Persons created via a lead form can be filitered from the Advanced selection in the Persons list. Select “Advanced selection” → Marketing tab → Check the “Lead Source” box and choose a lead source. Click on “New selection”.