Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.
Why: Capture and manage marketing leads effectively to grow your audience and convert visitors into subscribers. This feature streamlines the process, ensuring you have the right tools to engage with potential members.
Navigate: App Station > Leads
Quick Start
Click on App Station in the sidebar.
Select Leads from the menu.
Use the Lead Capture block on your sales pages to collect leads.
Ensure the double opt-in feature is enabled for email confirmation.
Review and manage your leads in the Leads section.
Understanding the Lead Capture Block
The Lead Capture block is essential for collecting marketing leads from your sales pages. Here’s what it includes:
Email Field: Required for all submissions.
Optional Name Fields: You can choose to ask for a name, but it’s not mandatory.
Explicit Consent Checkbox: Visitors must agree to your terms before submitting their information.
Spam Protection: Built-in measures to prevent spam submissions.
Double Opt-In Process
When a visitor submits their information, they enter a double opt-in process:
Leads are initially saved as Pending Confirmation.
A confirmation email is sent to the visitor.
The lead becomes Active only after the visitor confirms their email.
This process ensures that you only engage with verified leads, enhancing the quality of your marketing efforts.
Where Leads Are Stored
All captured leads are stored within Member Kitchens, even if you do not have any integrations set up. You can manage them directly from the Leads section in App Station.
Lead Statuses
Leads can have one of the following statuses:
Pending Confirmation: Awaiting email verification.
Active: Confirmed leads that are ready for engagement.
Unsubscribed: Leads who opted out of communications.
Suppressed: Leads that should not be contacted again.
Managing Your Leads
To manage your leads, go to the Leads section in App Station. Here, you can:
Search for specific leads.
Filter leads by status (Pending Confirmation, Active, Unsubscribed, Suppressed).
Export leads as a CSV file for further analysis.
Delete leads to maintain privacy and compliance.
Note: Suppressed or unsubscribed leads will not be reactivated just by submitting another form. They must go through the double opt-in process again.
Integration Delivery
If you have configured integrations (like Zapier, Kit, or Klaviyo), leads can be automatically synced once they become Active. Ensure that these features are enabled in your plan to take full advantage of integration capabilities.
Conclusion
By using the Lead Capture block and managing your leads effectively, you can enhance your marketing efforts and build a strong subscriber base. Regularly check the Leads section to keep track of your leads and ensure your marketing strategies are effective.