Use these links to skip to the question/answer you're interested in.

What are leads?

What are my options for using Sequences to convert Leads?

What are the different sources leads can come from?

How can I ensure new leads are assigned to staff in a round robin fashion?

Are staff notified when a lead is assigned to them?

How to assign a staff member to a lead manually?

Update Lead Notification Preferences

Add/Edit Custom Lead Fields

Edit Sources for Leads

Edit Stages for Leads

How do abandoned checkout leads work?

How does the Sequence Template for Abandoned Checkout Lead Conversion work?

How can I view a list of Abandoned Checkouts? How can I save this list for quick access?
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How do I reorder my saved segments at the top of my Leads dashboard?

Leads that convert to customers aren't leaving my Leads dashboard. How can I message all leads without messaging these converted customers?

How can I import leads in bulk? Are there any formatting requirements?

How do I create a lead form to capture leads from my website?

How do I create a lead manually?

How do I stop an automated sequence from messaging a specific lead?

What's a bogus lead?

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A lead is anyone that's potentially interested in becoming one of your customers. Maybe you've started a dialogue with someone and you want to keep engaged. Maybe they've seen an ad you're running and would like to learn more.

You likely want to capture that interest and get them the information they're looking for quickly. But there what if there are hundreds of these individuals? Doing this manually in an effective way is time consuming and can feel overwhelming. You may have lots of potential customers that are slipping through the cracks due to lack of engagement.

The Leads feature allows you to streamline collection part. It does this with interest forms you can embed on your website or through paid ads, or what we call abandoned checkouts tracking.

For the outreach/messaging part, we allow you to automate which groups get specific actions -- email/sms marketing, tasks assigned to staff to follow up by phone, periodic checkins until a customer makes a purchase). These lists of actions are prebuilt for you if you prefer to grab and go (Sequences > Create > Folder from Template), or you can create them on your own for extra control (Sequence from Scratch).

You can even create a lead on the fly as you strike up a conversation with a new potential customer. Or, connect your Facebook account to automatically collect leads from your Facebook and Instagram ads.

Momence tracks your lead conversions and help you measure your progress and perfect your marketing funnel, allowing you to automate the growth of your business.

Sequences are made up of Triggers and Actions. While setting up a trigger, you'll also select an Action -- the part that happens next, like an email or SMS sent to the customer, or a tag assigned, or a task assigned to a staff member to follow up with this potential new customer.

Here's a list of triggers that relate to leads that you can have Momence "look" for to start a sequence.

New lead record created: This trigger occurs when a new lead is created. You can even filter by specific lead source. After selecting this trigger, you'll see an option to choose the specific lead source from a dropdown menu.

Lead assigned new stage: This trigger looks for when leads move from one stage to another. Leads often go through various stages before arriving at the end goal destination. It can be helpful to nudge them along through a stage with supplemental messaging, or maybe add a tag that gives them a discount based on a new stage they made it to, or even a task assigned to a staff member to follow up with them by phone. When a lead's stage is changed you're in control of what happens next.

Missed call from lead: When a call from a lead is not answered or results in a voicemail.

A missed call can trigger actions like assigning a task to call them back and an automated message that reads 'we're sorry we missed your call...we're currently in class or away from our desk and we'll be in touch as soon as we can.'

You can currently add as many lead sources as you like, naming them in ways that fit how customers typically come to you.

For example, a source titled About Us Page might be the name of a source where you've added a Leads form that gathers customer info from those that are interested in learning more.

There are also default lead source options that Momence has built in. For instance, 'Dashboard' means the lead was added manually through your lead dashboard. 'Abandoned Checkout', which looks to see if a customer almost pulled the trigger but didn't quite finish.

Learn how to create a leads form.

From your leads dashboard, click Settings > scroll to the bottom.

From Round-robin staff assignment, enable and add your participating staff.

After submitting, all new leads will be automatically assigned. Note this will not assign leads to staff that came in previously.

Below, a new lead has arrived named John Johnson. If we click on it, we'll see its already been assigned to a staff member.

To the left we can see its already assigned to Dave. To the right we can see that some sequences we have set up for our leads have already sent messaging to John, and that a staff task to place a Welcome Call to John has been assigned to Dave.

Yes, they'll see an email like this one and can click the link to go right to the lead.

They can then click this Open Task button to view what's asked of them.

A pop up displays the task detail, and they can mark it complete when its done.

From your leads dashboard, click the dropdown menu to the right > assign staff member.

From the leads dashboard, click this dropdown menu in the top right > Settings.

Scroll to Notifications for new lead creation > choose which roles will see the notifications > choose which lead sources will produce notifications.

From the leads dashboard, click this dropdown menu in the top right > Settings.

Scroll to Custom Lead Fields > create your additional fields.

From the leads dashboard, click this dropdown menu in the top right > Settings.

Scroll to Lead Sources > click Create new source, or edit existing ones using the dropdown menus to the right of each field.

From your leads dashboard, click the dropdown in the top right > Settings.

Scroll to Lead Stages > click Create new stage, or edit existing stages using the dropdown menus to the right of each one.

From your leads dashboard, click Collect Leads. (Alternatively, you can also use the blue 'lead segmentation' button to filter by just abandoned checkouts).

Then scroll to 'Collect leads from abandoned checkouts' and click here.

This will land you back on the leads dashboard but with a filtered view of just abandoned checkout leads. You can save this as a segmented list by clicking here. This will make it easily accessible above your lead list.

Click the settings icon off to the right.

Then drag to reorder.

Its expected behavior that converted leads remain in your leads dashboard and will show a 'Closed' status. This is to help track how well the app is performing.

You can filter these out before messaging the whole group by doing the following: Click Lead Segmentation.

Toggle on 'Filter by conversion status' > click Apply.

Click Save segment for easy future access to this list / easy messaging.

You can upload a csv file to your leads dashboard by clicking the dropdown menu in the top right > clicking Import Leads.

The sheet should be in csv format, and should contain the following columns: first name, last name, email. The order of these columns does not matter. The import tool will decipher which column is which. These are the only three columns that can be imported at this time. You can assign stages afterward from the dashboard.

Anyone that looks at a checkout page and doesn't complete the checkout process within 10 minutes becomes a lead. As long as they've entered enough information to create a lead (a name and an email). Its an effective way to identify new potential customers who are basically 90 percent of the way to a sale and shouldn't need much nudging.

And, because the definition of Lead has expanded to include anyone that is potentially considering buying anything from you (not just potential customers, but existing ones too), this list of abandoned checkouts also includes current customers that are signed into Momence. Nudging them off the fence too represents another revenue source to capitalize on.

This is a prebuilt marketing sequence list, available by clicking Marketing > Sequences Create > Folder From Template.

It contains a series of sequences that automatically perform regular follow ups via SMS and email with those that have dropped off in your checkouts. It assumes if they were willing to begin filling in their information, that they're a good candidate to upsell to.

Unlike the list of abandoned checkout leads that will show in your leads dashboard, the Template just targets leads that aren't customers yet. (You can change this by clicking Edit and removing its default counter condition. See arrows below).

Any non-customer who abandons one of your checkout pages will be sent a series of emails and SMS messages, inviting them to reconsider their purchase and visit your business.

You can even narrow down the type of checkout you target. By editing the trigger, in the association section, you can choose to only target certain checkout types (as in 'I only want to target abandoned checkouts that were looking to purchase a class (or even a specific class), or something else like a membership or product).

Here's the birds eye view of how this sequence series uses SMS and email messages to encourage the customer to complete their checkout, culminating in a promo offer 5 days afterward (if they haven't yet converted by then).

To use this Template click Marketing > Sequences > Folder from Template > name the folder > select the template to use > scroll to the bottom > click Create.

Click Studio setup > Add to website > Lead forms > choose your lead source.

It helps to name the lead source after the page the form will live on. This way, when the a new lead arrives, you'll know which form on which page they used, and can use this source to send specific groups different messaging depending on which form they filled out.

Another benefit of setting lead source for each form is that when a lead arrives in your dashboard, the Source column will be pre-populated, allowing you to filter by source later on (using the blue 'lead segmentation' button).

Back on the form creation page, add as many fields as needed, preview how it will look on the right, and Save. Then, above the form, click 'copy code'.

Open your website builder, navigate to the page where the form will live, and paste it in as an element. For a visual that runs through how install an element on the most common website builders, skip to the 1:30 mark of this video on how to install our 'class schedule plugin'. It works the same way for the Leads Plugin code you just copied.

From Marketing > Leads > click New Lead > enter their info and their source.

To prevent a certain sequence from messaging a lead further, click Marketing > Sequences, navigate to the sequence, click the "Leads" tab > search for the lead > click the 3 dots to the right > click "Stop running".

If a lead is entered with a phone number that can't be verified, or an email that can't be verified, the lead is labeled as bogus. A bogus lead is indicated with a red exclamation point.