5 Steps for Success with LeadBoxer

1. Install the lead pixel

Now that you have started your trial, lets Turn Your Visitors into Qualified Leads and pinpoint exactly when your website’s visitors or email subscribers are ready to buy.

In order to get going, there is still one step to take.
Even though this step is simple (takes less then 5 minutes) it’s the most important step of all, if you ever want to see any results during your trial.

The Lead Pixel is what makes it possible for us to track your website visitors, so without the pixel, we will not be able to track anything - meaning no new leads 😉

Go to the Instructions to install the Lead Pixel

2. Set your Leadscore

Lead Scoring is a power concept finding its way to the top of everyone’s mind that is in the Lead Generation space. Now that you are collecting data, its time to set your personal, automatically calculated Leadscore.

Once you start using LeadBoxer, you'll notice that every lead has a Leadscore. By default, your leads are sorted based on a standard Leadscore setting. Now is the time to give it your personal touch. If you are unsure how to start, you can select one of our pre-defined settings, and adjust them based on your needs. To do this, just go to the leadscore page.

Learn how to change the leadscore

3. Create your Segmentss

In Leadboxer, you can create Segments. A segment is basically a saved set of filters on your data. Very easy to use and you can access them at any time. You can save segments, edit or duplicate them, or even send emails containing your segment results.

Your leadboard contains one default segment: ‘Top leads’. This segment filters out all leads without a known company name - easily allowing you to see which companies visits your website.

Learn how to use filters and create segments

4. Setup notifications

Once you have defined your ideal segment(s), you can have them emailed to you or a colleague on a daily or weekly basis.

A good practice is to create Segments for your key accounts, or geographical sales-team regions – get notified when your site(s) are visited by your top prospects, customers or account based targets.

Learn how to setup notifications

5. Integrate with Zapier

LeadBoxer offers a Zapier integration so that you can use LeadBoxer data with almost any of your favorite software and sales tools without being a developer.

This means you can setup a LeadBoxer account, collect leads, and send them where they need to go. For example; integration with SalesForce. LeadBoxer will work to identify leads on your site and feed them into your SalesForce CRM, so that they are visible to your sales team.

Get started with LeadBoxer on Zapier

Not Sure? Schedule your 1-on1 demo call

Rather than spending time figuring out LeadBoxer, just spend half an hour on a personal demo call. Get answers to your questions and expert advice on your specific issues. Book a demo here