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How to use Leads Management

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What is Leads Management?

Leads Management in TapAnalytics is a way for TapClicks customers to provide a light-CRM functionality to their clients, so that those clients may track their own leads in the TapAnalytics platform. When you use the Leads Management feature, you will be able to collect leads into TapClicks so you can automate actions and analysis.  

Leads Management uses two primary mechanisms for getting Leads in the platform:

  1. Client can bring leads in through a variety of call-tracking services
  2. Client can provide the TapLeads tracking code snippet that is installed on your client’s web pages using form-fills. Refer to the next chapter in this document for more detail. 

 

Getting Started

Prerequisites For all users:

  • To get started with Leads Management, you must have access to the Leads Management module. If you do not have the required access, please contact a TapClicks representative.
  • You must enable each of your Clients whom you wish to use this feature.

 

How to enable your Client

  1. Navigate to "Administration Users" in the left pane
  2. Find the client(s) whom you wish to enable this feature
  3. Click the  icon on the right side of selected client.
  4. Scroll down and click the checkbox at the bottom of the page, as shown in the figure.

 

For Super Admin users in TapClicks who already have access to Leads Management module:

  • To start using Leads Management feature:
    1. In the left pane, navigate to "Administration Preferences Data Sources"
    2. Scroll to the bottom of the page and click the "Yes" box to Activate Leads Collection
    3. This will enable TapLeads throughout your dashboard.

 

What data sources are available?

The following data sources are currently supported in TapAnalytics as to provide leads to the Leads Management module:

  • Avanser
  • CallCap
  • CallRail
  • CallSource
  • Convirza for Advertisers
  • CallTrackingMetrics
  • Delacon
  • DialogTech
  • DudaOne
  • Facebook Ads
  • FreeSpree
  • Icontact
  • Marchex
  • Marketo
  • Responsetap
  • Salesforce
  • TapClassifieds
  • TapLeads
  • Telmetrics
  • TruMeasure
  • Twilio
  • Unbounce
  • Wufoo

Once you’ve configured Leads Management, the leads from those services will start flowing in to TapAnalytics and you will be able to visualize them in a number of ways. However, there are more settings required to enable TapLeads Form Fill leads in TapAnalytics.

Note: Leads Management enables the easy import and export of leads via csv files.

 

Setting up Form-Fill Leads

Enable the TapLeads service in the Services tab of Manage Preferences. This enables TapLeads throughout your dashboard and access it from the navigation.

For each Client you wish to use this feature, you must enable them and get a unique user code, which you will then use to modify the tracking code that you have placed on your webpage/form.

To do this:

  1. In the left pane, navigate to "Administration" and click "Clients" 
  2. Find the client(s) whom you wish to enable this feature
  3. Click the  icon on the right side of selected client
  4. Scroll down and click the checkboxes at the bottom of the page, as per the images below

After configuring the settings, click "Save Changes" and copy the Client Lead Code you see at the bottom of the Edit User Page. You will need this in the next step.

How to modify your tracking code

In the backend of your form you need to make an API call to the TapClicks platform and you are ready to modify the tracking code on your webpage/form. That code should contain a URL with all the necessary parameters to capture the lead details and send them to your TapAnalytics dashboard.

When the new lead (End Customer) hits "Submit" on your form, this code should execute.

Example: If your dashboard URL is: myagency.tapclicks.com, the client code from previous section is: 2-6513cc

Sample URL For Form Submit:  https://myagency.tapclicks.com/app/dash/leadRecorder/record_lead?client_lead_code=2-6513cc&lead_name=REPLACE-STRING&email=REPLACE-STRING&phone=REPLACE-STRING&comments=REPLACE-STRING

To set this up:

  1. Replace myagency.tapclicks.com with the URL of your dashboard
  2. Replace the client_lead_code parameter, above, with the client lead code you copied earlier.
  3. Other parameters have a placeholder REPLACE-STRING - these will be replaced by values entered into the form by the actual lead (End Customer)
  4. The tracking code will need to be modified for each web page/form for each of your clients
  5. Additional parameters that the URL can accept are shown in the list below.
    • The details about the Leads that we can capture:
      • lead_name
      • first_name
      • last_name
      • email phone
      • address_1 address_2
      • city
      • state
      • zip
      • company
      • url
      • comments
      • third_party_id
      • timestamp  

Sample PHP code sending leads through cURL:

$lead_name = urlencode("john smith"); // If the form field name is lname - $lead_name = urlencode("john smith");
$email = urlencode("mathieu@tapclicks.com");
$phone = urlencode("514-555-2525");
$comments = urlencode("test message");
// At this point, make sure all the form values are validated based on your business logic
$url = "https://tapsteve.tapclicks.com/app/dash/leadRecorder/record_lead?client_lead_code=38-afa540&lead_name=".$lead_name."&email=".$email."&phone=".$phone."&comments=".$comments;
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);
$output = curl_exec($ch); curl_close($ch); $email = urlencode("mathieu@tapclicks.com");
$phone = urlencode("514-555-2525"); $comments = urlencode("test message");
$url = "https://myagency.tapclicks.com/app/dash/leadRecorder/record_lead?client_lead_code=38-afa540&lead_name=".$lead_name."&email=".$email."&phone=".$phone."&comments=".$comments; $ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);
$output = curl_exec($ch);
curl_close($ch)

If you have completed the earlier steps successfully, you should see results that look something like this when you go to the Lead Management dashboard:

curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);
$output = curl_exec($ch);
curl_close($ch);
$email = urlencode("mathieu@tapclicks.com");
$phone = urlencode("514-555-2525");
$comments = urlencode("test message");
$url = "https://myagency.tapclicks.com/app/dash/leadRecorder/record_lead?client_lead_code=38-afa540&lead_name=".$lead_name."&email=".$email."&phone=".$phone."&comments=".$comments;
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);
$output = curl_exec($ch);
curl_close($ch);

If you have completed the earlier steps successfully, you should see results that look something like this when you go to the Lead Management  dashboard:

To test this feature further, change to the code as follows:

  • Replace MyAgencyName.tapclicks.com  with the URL of your dashboard.
  • Replace the client_lead_code field  with the client lead code you copied earlier.
  • Fill in the other parameters as you think right, or leave them blank.
  • When you have the URL parameterized, copy it.
  • Open a new tab in your browser
  • Paste  the URL in the address bar and hit return.  
  • The API endpoint returns a JSON  string.
  • The JSON will always have a status parameter equal to success or error .
  • You can use that status to validate your API call  and implement your business logic.

A sample success message:

{"status":"success","lead_id":"1"}

On your Lead Management screen, Form type lead showing in the Type column, you’re done!  Congratulations!  Now you are ready to embed your tracking code on your Client’s web page/form and begin sending leads to your Client’s TapAnalytics installation.

 

Troubleshooting

If you have questions about Lead Management features and capabilities, your best course of action is to contact your Account Manager.

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