Step-By-Step Guide to Setting Up a New InstaSites and InstaReports Widget
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.
2. Initiate New Campaign:
On the 'Inbound' application page, locate the 'Campaigns' tab at the top. Then click '+ New Campaign' at the top right corner.
3. Choose Integration:
In the new campaign, view the list of available integrations. Select either the 'InstaSites' or 'InstaReports' icon. Press 'Continue' at the top right of the page.
4. Input Campaign Name:
You will be asked to input a Campaign Name. After providing the name, select 'Continue'.
5. Choose Template:
Depending on your campaign choice, select an 'InstaSites' template or an 'InstaReports' template that fits your needs. Select 'Continue'.
6. Decide on Deal Creation:
You have the option to auto-generate new deals within the 'Deals' app each time a new lead is integrated. If you wish to auto-generate deals, select 'Yes, Create New Deals' and proceed to the next step. If not, select 'No, Don’t Create New Deals' and skip to step number 8.
7. Specify Deal Pipeline and Stage:
If 'Yes, Create New Deals' is selected, a new menu will load, asking you to choose a Pipeline and the Deal stage for your new lead. After making your choices, proceed to the next step.
8. Set Sales Rep Distribution:
Select the Sales Representatives from your team that you want to assign to new leads. If you select multiple individuals, the system will alternate lead assignments between them. After this, select a phone number for SMS notifications (to be sent to the reps).
9. Notifications Setup:
Choose the type of notification to send to your sales representatives when your campaign gets a new lead. The options are:
Only Send Email
Only Send SMS
Send Email & SMS
If you select 'No Notifications', you may proceed to the end of this article.
10. Setting up Email Notifications (For Sales Reps)
The 'From' field displays the name of the sender in the email. You can select the name from the dropdown menu.
In the 'Reply To' field, input the desired email for receiving responses.
The 'Subject' field should contain the topic of your email, like “New Lead from X Campaign,” for instance.
An open text field is provided for the body of your message with no character limit.
Attachments must not exceed a total file size of 20MB, although there's no cap on the number of files, provided the size limit isn't exceeded.
'Personalize' helps you to automatically input lead-associated or team member-related data.
Use the 'Use Template' option to expedite message setup using a predefined template from our Templates app.
After setting up the email notification, validate it by sending a test email. Once satisfied, click 'Continue'.
11. Setting up SMS Notifications (For Sales Reps)
The SMS notification setup is similar to the email process, excluding a Subject field and support for attachments. You can still personalize your message or use an SMS template.
12. Lead Notification Selection
This lets you choose notifications sent to your leads upon new submissions.
13. Setting up Email Notifications (For Leads)
This mirrors step 10, but it pertains to the creation of email notifications for leads following new submissions, separate from sales rep notifications.
13. Setting up SMS Notifications (For Leads)
Like step 11, this part deals with creating SMS notifications for leads upon new submissions, separate from sales rep notifications.
14. Sharing your Form
This step enables form sharing to generate leads via your website, funnel, landing page, etc.
You have three sharing options; LINK TO SHARE, EMBED, or IFRAME, chosen based on your campaign's implementation.
After completion, click 'Continue'. A notification confirming your actions will appear.
Verifying Campaign Setup
By returning to the Campaigns tab in the Inbound app, you can confirm your campaign is set up, now visible at the list's top. New leads will be listed under the 'My Leads' tab.
A test form submission can be completed to verify your setup. Any new lead data will update your Inbound app, also updating filter categories in real-time, signaling new leads to your sales team. The campaign display and lead assignment can also be confirmed.
Editing your Form with the Forms App
Creating one of these campaigns uses our internal Forms app. If changes to the form are required, simply press the 'Edit Form' button adjacent to the specific integration. This redirects you to the Forms app, where edits can be made.