The Leads list shows you companies and contacts who have shown interest in your marketing activities.
Prerequisite: For companies and contacts to acquire a meaningful lead score, you'll need to define scoring for your marketing activities, including:
- installing the website visitor tracking script and scoring web pages
- setting a marketing score for email campaigns
- adding marketing score as an action on your forms
This article includes information on:
- Opening the Leads lists
- Viewing the Leads lists
- Expanding Leads list details
- Interpreting the Leads list
Opening the Leads List or the Marketing Board
- Click the Marketing → Leads:
- Click one of the list options or any of your saved lists:
Viewing the Leads Lists
You can toggle between different views and tabs:
Hover over tabs for explanations:
To customise your Leads list, you can:
Expanding Leads List Details
Click on a row to expand it and see more details about that company’s scored activities. For each item, you can see the date and additional details, like the contact, the score earned, and the link to the webpage, email or form that generated the score.
Interpreting the Leads List
The large amount of information on the Leads list means it's worth using filters:
Filter by date to see the current week or month to get a quick overview of the companies active right now.
Filter by orders to only show companies who aren’t currently customers.
Gain insight into a company’s interest based on how many contacts are looking at your marketing content.
For example, if only one in 50 contacts has generated a lead score, you might want to increase your marketing efforts, such as targeted advertising.
Look at the total score the company has generated and the number of marketing events.
The number of marketing events doesn't take the marketing score into consideration. For example, if a contact has opened two emails, the number of marketing events would be two, no matter how you scored those emails.
The total marketing score, on the other hand, may be made up of activities by many contacts or many activities by one contact. Comparing this information will help you understand the company’s interest.