This document provides step-by-step instructions on how to successfully set up a new Forms campaign within the Inbound application. Keep this document open for reference as you begin to set up your campaign.
To begin, click on the Campaigns tab at the top of the screen. This is located in between My Leads and Reporting. On this screen, navigate to the top right corner and click on the button that says “+ New Campaign.”
1. Select the Integration Type
Each time you create a new campaign within the Inbound app, you will view a list of the available integrations. Below is a list of the compatible integrations:
Click on the Forms icon. Then, at the top of the page, click Continue.
2. Select Form
After advancing to the next step, you will see this menu on your screen:
In the Campaign Name field, enter a descriptive name for your Forms campaign. This may include the name of the business or a description of the offer.
For the Select Forms field, use the dropdown to select the form you wish to use in this campaign. You must have an existing form that you've previously built within the Forms application.
The Add to CRM feature is optional. Turning this ON will automatically add any leads from this Forms campaign to your Contacts application. You can then choose whether you would like to add these leads to your CRM as a People or Business contact. If you do not wish to automatically add the lead information to your Contacts app, make sure that you highlight OFF.
3. Automatically Create New Deals
You have the option to automatically create new deals within the Deals app each time you integrate a new lead. This app allows you to easily track and manage your deals and sales pipelines’ status while also measuring how many deals are won or lost.
If you wish to automatically create new deals, select “Yes, Create New Deals.” This will take you to the following step located below.
If you are not interested in this function select “No, Don’t Create New Deals.” Then, jump ahead to step number 5.
4. Select Pipeline
By selecting yes, you will now load a new menu that asks you to select a Pipeline for use as well as the Deal stage where you would like to place your new lead.
In our example above, we place our new Forms lead into our Sales Pipeline. Then, we may choose to enter our new leads into the Qualified deal stage, indicating that they’ve completed the form and qualified for the campaign offer.
You may place your leads at any deal stage that makes sense for your company’s workflow.
Note - You must create a Pipeline and Deal Stages within the Deals application. You cannot create a new Pipeline from here. After you create the Pipeline you wish to use, return here to complete your funnel integration.
5. Sales Rep Distribution
Next, you will need to select the Sales Representatives from your team that you wish to assign to new leads. Selecting one user will automatically assign all leads from this campaign to that individual.
If you select more than one individual, the system will automatically alternate which lead is assigned to whom. There is no limit to the number of sales representatives you can assign to a campaign.
After selecting a user, you will then need to select a phone number to push SMS notifications regarding your new leads. The dropdown will automatically reveal all phone numbers you have associated with this user. These users are those who have access to this particular account, and should not be confused with users in your Contacts application.
If the user does not have a phone number on file, you will find an entry that says “Add New Number” allowing you to do so.
You can utilize the button on the left to select the country of origin for the phone number. Then, you can enter the phone number in the field provided. Once this step is complete, click the blue checkmark.
Note - You do not have to send out notifications. In the next step, we will show you how to disable SMS notifications if you wish to do so.
Finally, click the Continue button at the top of the page.
6. Select Notification
In this step, we will select the type of notification we wish to send to our sales representatives whenever our campaign receives a new lead. Our platform provides the following options:
Only Send Email
Only Send SMS
Send Email + SMS
If you select No Notifications, you may skip to the end.
7. Setting Up Your Email Notification
The following steps will correspond to the option of your choosing. If you select an option with an email notification, you will now see a menu that looks identical to the email form we use in our Templates application.
The From field is the user whose name will display when the recipient receives the notification. You can select from the dropdown menu.
The Subject field is the topic of your email. You may call this “New Lead from X Campaign,” for example.
The open text field is where you will enter the body of your message. There is no limit on the number of characters you can use for your email notifications.
Attachments have a cumulative maximum file size of 20MB. There is no limit on the number of files you can attach as long as they remain below the size limit.
Personalize gives you the ability to automatically inject information you have on file associated with the lead or the team member you are contacting. You can learn more about how to utilize personalization options using our help article found here.
Finally, you can utilize the Use Template option to quickly set up a notification message rather than creating one from scratch. Our Templates app allows you to create any number of SMS or email templates to optimize your workflow in situations like these. You can learn more about how to create templates using our help article found here.
Once your email notification is complete, you can test the message by entering an email in the bottom field and selecting Send Test. If you are ready, click Continue at the top of the page.
8. Setting Up Your SMS Notification
The process of setting up an SMS notification is nearly identical to the process explained above. SMS notifications do not include a Subject field and do not support attachments. Otherwise, you may personalize or use a pre-made SMS template as you can with emails.
Warning - SMS notifications receive charges differently than emails. Our platform utilizes a credit system at the cost of 1 Credit for every 160 characters in your SMS notification. You will also expend 1 Credit whenever you test your SMS notification. Click here to learn more about our Credit system for templates and notifications.
After you complete these steps, click Continue at the top of the page.
Verifying Your Campaign Setup
Finally, you can verify that the process is complete by clicking back to the Campaigns tab within the Inbound application. You should now see your new campaign at the top of the list. Individual leads will now appear under the My Leads tab.
If you wish to do so, you can complete a test form submission. Your Inbound app should update shortly with your new lead information. The left will also update the filtering categories in real-time, indicating to your sales team that you have a brand-new, hot lead. You can then verify that the right campaign is displaying and that the lead is assigned to the appropriate representative.
With that - you’re all set! Congratulations on setting up your brand new Forms campaign within your dashboard!