Summary

The Leads report shows every lead submitted through your Lead Forms in Gingr. Use it to follow up with new and existing customers and add them to campaigns.

What This Does

The Contact Facility and Contact Us options on the customer portal use the default Lead Form. For more on lead forms, see the related articles below.

Reporting and Location Access

Reports in Gingr use location-based reporting. Results are calculated for the locations you select, and each report's location label decides how results are calculated.

Your Allowed Locations limit the locations you can choose. If a location does not appear as an option, check your location access before you run the report.

Good to Know

• To get notices for new leads, turn on the Notification: New Lead Received permission under Reports & More » Groups.
• The Contact Facility option on the main page of the customer portal opens the Lead Form. The Contact Us option opens the same form.
• Data privacy rules require a Contact Us button on the customer portal home page. It lets customers ask to delete their accounts without logging in. See Manage Owner Accounts for more on deleting and disabling owner accounts.
• Do not delete your default Lead Form. This keeps you compliant and sends customers to a valid form.
• Instead of deleting the form, you can set every field to business only. Select Only Employees under Who Can See/Edit This Field?.
• If you delete the Lead Form, you lose access to archived submissions on the Leads report. The portal link then shows only your facility contact information. To add the form back, create a new form with the type Lead and the name Lead Form.
• When a new customer submits a lead form, Gingr creates an owner profile automatically.
• The Lead Form Type column always shows the original lead form. To add or rename lead forms, go to Admin » Lead Forms.

Report Parameters

Report Output: Cards

If the customer already has a profile, the card view lets you:

• Send a custom email or a canned email template.
• Create a new reservation.
• Add a new animal to the account.
• Add employee notes to the owner's profile.
• Mark the lead as complete.

If the lead is from a new customer, the card view lets you:

• Send a custom email or a canned email template.
• Send an invitation to register. This sends the new customer registration email template.
• Edit the owner.
• Add employee notes to the owner's profile.
• Mark the lead as complete.

Report Output: Table

The table view is built to print as a PDF or export to Excel. You cannot take actions on submissions in this view. The table shows:

• First Name
• Last Name
• Email
• Cell Phone Number
• Have you been to this business before?
• If so, what animal names?
• Questions or comments
• Location: the location the form was submitted for

Add Customers to Campaigns

To add people who submitted a lead to a marketing campaign, select the Add to Campaign icon at the bottom of the Report Parameters section.

Where to Find It

Go to the Reports area in Gingr and select the Leads report.

Related Articles

• Leads Topic Outline
• Customer-Based Reports Topic Outline
• Customer Sources Report Reference