Create
A lead generation form is a web form for capturing Name, Emails. Numbers and other information of Potential customer.
Last updated
A lead generation form is a web form for capturing Name, Emails. Numbers and other information of Potential customer.
Last updated
Go to Agent Console
In Agent Console in the down right corner Create options is there.
One Lead Creation Form is there
You can put your Name, Number, Email id are there
Then click on the Create
Then it will automatically update your lead.
This is a lead capture form in dashboard where students can submits their name, numbers, Emails. It allows you to collect leads within your dashboard. By adding a lead captured form, you can track who accesses and how they interact with it.
It include Call-to-action opens form with information of customers. Take a look at our lead generation guide for some in-depth tips.
After clicking on the Agent console, you will see this type of page. Then click on the Engage console. It is the powerful customer analytics, automated cross channel engagement and AI driven personalization.
In this applicant view, left side panel there are two options:
User/Form ID/ Enquiry search options:
This is the student's User Id field stores user's id number when they fill out a form. It helps connect submitted entries to students on your site.
Here message, whatsapp, call, filter options are there where you can easily filter your leads. There are different types of leads like Eager, Active, Warm, Dormant, Archived, Admitted available in this user/ form id section.
Lead details:
In this sections, attended, unattended, qualified leads are available where you can manage leads. This is an individual or organization with an interest what you are offering. Grab the opportunity to talk to your visitors, to interact and to generate more inbound leads.
Edit Student/lead details
1) How can you change your name?
You have the option to edit the name place
Customized it and place your name
2) What is Schedule?
It is an automate the appointment scheduling process to save time & make their course enrollment forms more engaging for students.
3) How to do schedule for an appointment?
Choose the schedule option
Choose your course & select the date, time as per your convenient
Make an appointment
1) How will you change course?
Select the academic year
Choose the course as per your convenient
2) What is academic year?
The period of time each year when people attend or join the school, college or University.
3) How to change academic year?
Click on the academic year
Under this admission year is there
You can choose it
4) How to change status in dashboard?
Select the academic year
Then status are available there
Change your status
Automatically transaction phase will update
5) How to change stages in dashboard?
Select the academic year
Then status are available there
Change your stages
Automatically transaction phase will update
Channel identities
In this channel identities, there are 4 channel preferences- DND, verified, preferred, duplicate and Whatsapp, Phone, Email, SMS can be modified as per the user preferences.
1) How do you change your whatsapp number?
Tap on the phone number.
It is an editable option
Change your phone number
Then it will automatically update
2) How do you change your mail id?
Tap on the mail id.
It is an editable option
Change your mail id
Then it will automatically update
In an Agent chatbot, bot & human conversation are showing. Whatever conversation happen between bot & human through whatsapp, all will show
In this Fixture view, we can click to trigger & send messages to Whatsapp & Email related to admissions, payment, verified form, Form reminder, Holidays, Exam notification, Result notification, Sports notification, Career counselling, Parents meeting etc
What is Call Log?
It is the process of collecting, analyzing & recording data on telephone call. The data can include the call origin, call destination length of the call and other transmission details. It is important information about calls that have been made, received, answer or missed by a user or an institution for a given period. It include date, time and duration along with caller names & numbers.
What is Transaction Log?
Every transaction has a transaction log that is stored within the log file. A transaction log basically records all database modification. It is used to record all the fact, transaction and database modification
