Agenda Items:


1. Lead Delivery Options
2. Niche Distribution
3. Lead Rules
4. What’s Next
5. Thanks

1. Lead Delivery Options - There are four ways to identify clients on a lead page: lead page definition, the forms list, the form client ID and via lead rules (new feature).

Phil demo’d how to set each of these options.

2. Niche Distribution - Went over the auto-delivery setting within ALG that blasts each lead out to all clients within that niche.

It is assumed that only rarely will leads be mass distributed to multiple clients, so members are advised to use caution with this feature and ensure it is left in the off or “no” position.

3. Lead Rules - Phil demo’d how the new Lead Rules function works. It can be used to create specific lead delivery rules, based on unique designators like zip codes.

So, a lead generated with an input that correlates to a specific rule (like zip code) will be automatically segmented and delivered to only a specific client – presumably a client in that zip code.

Lead Rules Client Delivery Precedence:

1a. Form Client
1b. Lead Rules
2. Lead Page Client
3. Niche Clients (blasts to all clients within niche)

Further explanation of these precedence options will follow in future tutorials.

And eventually, everything will be done from within the ALG interface, including installing and managing multiple Wordpress lead blogs.

4. What’s Next - Since pretty much all the pieces are now together to effectively generate leads, the next things to do are advertise and contact clients to sell leads to.

5. Thanks - As usual, thanks for attending.

Filed under: Members

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