Capturing Leads from Emails

Are you already receiving leads via email?

If so, go to the Lead Capture – Email section of the Lead Capture tab in the User Profile area, and select the Enable Lead Capture Via Email check box. Then, log in to the administrative area of your website or lead vendor site and change your notification email address to your lead capture email address. Your leads will automatically be added to your IXACT Contact database.

If you are receiving email leads from more than one website or lead vendor, you can set this up for as many different lead sources as you wish.

Note: If you do not know how to change your lead notification email address, contact your website or lead vendor, and they should be able to assist you.

Note: Since your lead email notifications will be redirected to your special lead capture email address, make sure to turn on email notifications in your Lead Capture Settings so you are still notified of your email leads.

Upon receiving each lead email, we will create a new contact record by scanning the body of the email and mapping as much information as possible to specific contact profile fields. All information in the body of the email that cannot be mapped to specific fields will be inserted into the Original Source of Contact Notes field. This way you will not lose any of the valuable lead information.

Note: Our email lead capture has been programmed to map as much information as possible to specific contact profile fields. If there is information in your emails that you feel should be mapped to specific fields, but is ending up in the Original Source of Contact Notes, let us know, and we will see if we can make the necessary programming changes.

New email leads that are not accepting directly into your database appear in the Imported & Synchronized Contacts list in the Utilities area with a Source of ‘Email Lead Capture’. Once accepted into your database, the contact Entered By is also set to ‘Email Lead Capture’.