Drive Revenue With Leads & Mailer
Table of Contents
This guide focuses on customer acquisition and communication, outlining how to verify lead settings, convert unmatched emails into new organizations or tickets, and leverage the Mailer feature to send targeted email marketing campaigns.
Step 1: Verify Leads Settings
The Leads module provides a single location for you to manage communications from people that Syncro was unable to automatically link to an existing Customer Organization.
A Lead is an inbound communication into Syncro from an external source, most commonly through inbound emails. Many times Leads come in from existing Organizations, but in some cases they're new prospects.
The settings for Leads are automatically set for new accounts, and there aren't many cases where you'll need to edit these. However, it's a good idea to learn what each setting does in case you experience any unexpected behavior in your Syncro workflows.
Review what each of the Leads settings does. You'll find these under Admin > Leads - Preferences.
Step 2: How Leads Get Created
Navigate to More > Leads and create a new Lead, using an email address that doesn't currently exist in your Syncro account and can't be matched to any email rules.
Step 3: Actions You Can Take on Leads
Review Unmatched Emails
When you see the bubble with the number next to your Leads tab, it's a good idea to review Leads that come from unmatched emails. You might also prefer to do this on some regular cadence, like once a week.
Mark a Lead as Spam
If the Leads generated for emails are junk, mark them as Spam. Doing this will block the email address associated with the Lead from generating further messages in Syncro.
Convert a Lead Into a New Organization and/or Ticket
When you click into a Lead, you decide whether you want to convert a prospect to a new Customer Organization and/or turn the Lead into a Ticket for the Organization. You can also track information about the Lead using the Sales Funnel fields.
Navigate to Leads and process the one you entered in Step 2. Either mark it as spam or convert it into a new Organization and/or Ticket. (Bonus: If you keep the Lead, enter some information into the Sales Funnel fields.)
Step 4: Send Mailer Campaigns
If you've brought in some new Customer Organizations through Leads, you may want to help them get to know you better by sending some emails about your products and services.
Note: Organizations and/or End Users will only receive mailer campaign emails when the “Receive Marketing Emails” box is checked in their Communication Settings and Emails section, respectively.
Navigate to the Mailer, then either start a campaign or create a new mailing.
Step 5: Explore Other Email-Related Topics
Now that you have a basic understanding of Leads, here are some other things you might want to learn about or revisit: