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Leads, Lead Scoring and Lead Timelines

For premium members of SpecifiedBy, you can access details of who is interested in your products, what they are interested in, what they have done, and you can contact them directly.

Leads Dashboard

Your most recent leads are displayed in the dashboard overview page, but the main lead information can be found in the ‘Leads’ section of your dashboard.

This page displays all of your ‘Active Leads’ and ‘Archived Leads’.

Active leads are new leads, or leads that you intend to contact or are in conversation with.

Leads Dashboard

 

Archived leads is somewhere to move leads that have gone cold, or are not of value to you, to keep your Active Leads section clean.

archived-leads

Lead Scores

Each lead generated through SpecifiedBy is scored between 1 – 10 based on how much engagement they have had with your products, with 10 being the most engaged and 1 being someone who has only very briefly engaged with your products or brand.

Lead Scores

Only leads with a score higher than 3 can be messaged directly through SpecifiedBy.

Sorting and Filtering Leads

You can set various filters and sorting option in your leads dashboard, so that you can view the most relevant leads for you.

Sorting

Leads can be sorted by either:

Lead sorting

  • Last Action date (this sorts leads by how recently they last engaged with your products)
  • Lead Score (this sorts leads by how high their Lead Score is)
  • Combined (this combines both the above, so that leads with high scores combined with recent actions, appear at the top)

Filtering

Leads can also be filtered by a range of different options.

Lead filters

Filters can be combined to create results such as “Architects who have downloaded a file in the last month”.

Lead filter combination

Whatever you set your filters and sorting options to, will remain as your default, and remain the same each time you log in (until you change them again).

You can reset all applied filters by pressing the ‘Reset Filters’ link beside the Lead Filters dropdown.

Reset lead filters

Lead Cards

Lead card

Each lead is represented by a ‘lead card’ which contains some basic information about the specifier in question:

  • Name
  • Role
  • Company
  • Last action date
  • Lead Score (more about this below)

By clicking on a lead card, more information and actions are accessible.

Leads which are ‘New’, ie. you haven’t yet viewed them or taken any actions on them, are marked with a ‘New’ tag, like so:

new-leads

If there is an active conversation going on between you and the specifier (ie. messages have been exchanged), the lead card is marked with an active message symbol, like this:

lead-with-messages

 

Lead Timelines

Lead timelines provide you with a history of actions carried out by a particular specifier, in relation to your products. This provides valuable context into what that specifier was interested in, when and what they did (or didn’t do).

lead-timelines

The lead timeline can be loaded by clicking on any lead card in either the leads panel or the main dashboard overview page.

When you open up the lead timeline, you will see details of all the actions the specifier has carried out, in relation to your products. Actions include:

  • Product views
  • Profile views
  • File Downloads
  • Saved product to project
  • Compared product with another product(s)
  • Browsing time
  • Messages sent
  • And more…

From here, you have the option of either:

  • Initiating a conversation with the specifier (if their lead score is over 3), by clicking the blue message icon in the top right of the modal (more on messaging here)
  • Or, archiving the lead to remove them from your active leads list (by clicking on the archive link in the top right of the modal.

Actions

 

 

 

Updated on May 2, 2018

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