Before you begin: This user guide details the steps for using leads management. Why use leads management? Enabling leads management facilitates the following:
- Ease of import and export of leads via CSV files
- Ability to manage leads data with additional notes such as quality and current status of leads
- Capability of adding tags for qualifying leads
To use leads management, you must:
- have access to the Leads Management module. If you do not have the required access, please contact a TapClicks representative.
- enable each of your clients for whom you wish to use this feature.
If you have questions about leads management features and capabilities, your best course of action is to contact your Account Manager. To learn more about leads management, see the FAQs below.
FAQs
What data sources are available?
How to Enable Leads Management for a Client
1] Login to TapClicks and on the Admin menu, click Clients.
2] To locate the client for whom you want to enable leads management, either scroll through the list of clients or enter the client name in the search box (results appear automatically).
3] After you locate the client, on the far right, click the edit (i.e., pencil) icon.
4] On the Settings tab, scroll down to the Leads section and slide the Enable Tap Leads? slider to the right.
5] At the bottom of the page click Save.
6] Repeat steps 2 - 5 for each client you want to activate.
How to Use Leads Management
7] On the Data menu, click Data Sources.
8] On the right side of the Data Source Settings page, slide the Lead Collection slider to the right. This will enable TapLeads throughout your dashboard.
9] Optionally turn on lead comments by sliding the Show lead comments slider to the right.
| NOTE: Once you’ve configured leads management, the leads from those services will start flowing into TapAnalytics and you will be able to visualize them in a number of ways. Aside from the services listed above, users can also enable TapLeads which collects leads from form submissions. Read on to see how to set up TapLeads. |
Setting up TapLeads to collect leads via form-fill
| NOTE: You must have first enabled TapLeads for the client and activated lead collection throughout your dashboard. |
10] Locate the client for whom you want to set up form-fill leads and click their edit (i.e., pencil) icon.
11] Scroll down to the Leads section where you will see a Client Lead code. Copy the code.
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 (i.e., end customer) hits Submit on your form, this code should execute. For example, if your dashboard URL is myagency.tapclicks.com and the client code from the previous section is 4-d1196f, then the sample URL for form submission should look like this:
https://myagency.tapclicks.com/app/dash/leadRecorder/record_lead?client_lead_code=4-d1196f&lead_name=REPLACE-STRING&email=REPLACE-STRING&phone=REPLACE-STRING&comments=REPLACE-STRING
12] To set this up, do the following:
- Replace myagency.tapclicks.com with the URL of your dashboard.
- Replace the client_lead_code parameter, above, with the client lead code you copied earlier.
- Other parameters have a placeholder REPLACE-STRING. These will be replaced by values entered into the form by the lead.
- The tracking code will need to be modified for each web page/form for each of your clients.
- Additional parameters that the URL can accept are shown in the list below.
The details about the leads that can be captured include the following:
-
-
- 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($ch)
If you have completed the earlier steps successfully, you should see PHP code that looks something like this when you go to the lead management dashboard:
curl_setopt($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 screen results that look something like this when you go to the lead management dashboard:
13] To test this feature further, change the code as follows:
- Replace myagency.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 see fit 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, and you’re done. You are now ready to embed your tracking code on your client’s web page/form and begin sending leads to your client’s TapAnalytics installation.
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:
- Client can bring leads in through a variety of call-tracking services
- Client can provide the TapLeads tracking code snippet that is installed on your client’s web pages using form fills.
What data sources are available?
The following data sources are currently supported in TapAnalytics to provide lead data 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