This document serves to help users understand and navigate the Inbound application within our dashboard. The article will contain links to more in-depth tutorials that encompass everything you need to know about the application.
What is Inbound?
The Inbound application allows users to easily set up and integrate campaigns focused on lead generation.
Users are able to create new campaigns using various third-party platforms, assign sales representatives to new leads, and create automated notifications for your team. You can also automatically add new leads to your Deals app and Sales Pipelines.
The reporting feature will also allow you to track form submissions, phone calls, and the performance of any assigned sales representatives.
Accessing the Inbound App
To access the Inbound application, log in to your dashboard. Then, click on the app drawer icon located at the top right of the screen.
Then, select the Inbound icon from the All Apps menu.
Navigating the Inbound App
After clicking on the Inbound icon, you will arrive at the My Leads page by default. This is your primary dashboard and includes a host of information including:
The campaigns where the leads come from
The lead “freshness”
The integration platform
The reps assigned to those leads
The lead type
The overall breakdown of form submissions vs phone calls
You can quickly find an additional breakdown of information by clicking on the icon that appears when hovering over the Rep Assigned as shown below:
The type of information you can preview depends upon whether you are viewing a Phone Call or Form Submission.
The Phone Call preview allows you to quickly listen to calls or messages. The form submission will break down all of the form responses provided by the user. Note that there is a blue button at the bottom that says Create New Contact from Lead. This allows you to quickly add that lead into your Contacts with minimal effort.
The column on the far left provides a variety of ways to filter your leads for a more detailed breakdown. We will go over this further down under Customizing the Inbound App.
This page provides a breakdown of your individual campaigns. The key information highlighted here is the Date Created, Total Number of Leads, Integration Type, and Notifications.
On the right side of each campaign listing, you will see additional icons and buttons. Moving from left to right, we will explain each of these:
The first icon will either be an image or initials. This is the sale rep(s) assigned to the campaign. You can learn about assigning representatives by checking out how to create a campaign (of any type).
Next to this is an ON and OFF toggle. This allows you to turn your campaign off without deleting it entirely. You can learn more about this process here.
The blue pencil icon opens the editor and allows you to make changes to an existing campaign. You can learn more about how to do this here.
Finally, the red trash can icon allows you to delete the campaign from the Inbound app. Be sure to read some important notes about deleting an Inbound campaign before doing so here.
At the top of this page, just below the app drawer, is a button that says + New Campaign. This is what allows to set up new campaigns within the Inbound application. If you’re interested in learning how to create a new campaign now, click one of the following:
The Reporting tab provides individualized breakdowns of campaign performance by the following:
Leads by date
The lead count per sales representative
You can also quickly view reporting by Integration Type by using the filters within the leftmost column.
If you are following along in your dashboard, you are likely aware of the search function that appears at the top of My Leads and Campaigns. This is useful as you continue to create new campaigns and amass more leads.
Depending on the page you are currently using, you can quickly search through either category by typing in the name associated with either category.
Customizing Your Inbound App View
The Inbound app provides several methods of customizing the page view. You can begin by using the instructions provided below:
Filtering Leads, Integrations, or Sales Reps
The leftmost column will always feature filtering options related to the information available on the screen.
My Leads allows you to filter by Lead Freshness, Lead Type, Integration Type, and Sales Rep. The Lead Freshness qualifier is arguably the most important and will constantly update in real-time. This should motivate your sales reps to capitalize on “Hot” leads as they become available.
Lead Type allows you to quickly sort your form submissions from your phone calls.
Integration Type allows you to sort your campaigns by the platforms you are currently using. The number to the right indicates how many campaigns of that type are currently active. Inactive integrations will always show “0.”
Finally, you can quickly check in on your team by filtering campaigns by individual sales reps. You’ll be able to track how well they are keeping up with new leads as well as whether or not you need to reassign reps for your campaigns.
Items per Page
The My Leads tab will automatically display 25 leads per individual page. You can leave this as default and utilize the arrow buttons at the bottom to navigate between pages.
Alternatively, you can click on the text in the bottom right corner and scale your page size to display 50 or 100 leads at a time.
The My Leads tab features the ability to sort or remove the columns of information displayed on the page. You can access this customization by clicking on the icon shown below:
This will prompt a menu that features all of the unique information currently being displayed alongside each lead. Removing the blue checkmark next to a category will remove that information from your My Leads page. Likewise, adding a checkmark will ensure that the category appears.
Note - You cannot remove the Lead Freshness or Rep Assigned categories.
On the right side of the menu, you can click on the grey boxes to drag and drop them in any order you like. You can also delete a category by clicking on the X on the right.
When you are satisfied with your customizations, be sure to click Save at the bottom of the menu.
Setting a Custom Date Range
The My Leads and Reporting tabs feature one additional filtering option - date ranges. This menu exists between the search bar and the column customization button shown above.
You can use the options on the lift to filter by day, week, or month automatically. Alternatively, you can use the calendar to specify the dates you wish to view. Your first click designates the start date whereas the second click is the end date. Your page will then automatically update to reflect the changes.