Leads Report

Overview:

Use this report to review all leads submitted via available Lead Forms in Gingr. Note that the Contact Facility and Contact Us page on the customer portal is the default lead form. For more information on lead forms, check out the related articles below. 

This article includes: 

• Report Parameters: How to Generate the Leads Report
• Report Output: Reviewing the Leads Report
  • Cards
  • Table 
• Adding Customers to Campaigns from the Leads Report

Related Articles: 

• Contact Us & Lead Forms
• Embeddable Lead Capture Form

Helpful Hints: Before you begin.

• Receive notifications for new leads by enabling the Notification: New Lead Received permission under Reports & More » Groups
  
  
• The option to "Contact Facility" found on the main page of the Customer Portal will direct the user to the Lead Form, the "Contact Us" option within the portal will also direct users to that same Lead Form.
  
  
• Due to data privacy regulations, your Customer Portal is required to have a Contact Us button on the homepage of the Customer Portal. This is to allow customers to directly request deletion of their accounts without logging in. Please see our article on Managing Owner Accounts for more information about deleting and disabling owner accounts. 
  
  
• It is recommended that you do not delete your default Lead Form to remain compliant and ensure customers are directed to a valid form.
  • As an alternative to deleting, you could set all fields in your form to business only by selecting "Only Employees" under "Who Can See/Edit This Field?".
  • If the Lead Form is deleted, please note that you will lose access to archived form submissions on the Leads Report and that link on the homepage will only show the facilities contact information. To re-add the form simply create a new one and ensure the type is "Lead" and the name is "Lead Form".  

Report Parameters: 

To access the Leads Report, navigate to Book Icon » Reports » Leads Report. From this page, you can adjust the following reporting parameters to tailor the report to your needs.

Report Output: Reviewing the Leads Report 

View submitting leads as individual cards or as a list in table format. 

Cards:

With the card view user have the ability to complete the following actions if the client has an existing profile in the instance. 

1. Email - This allows the user to send a custom email or a canned email template. 
2. Create a new reservation
3. Add a new animal to the account
4. Add employee notes to the owner's profile.
5. Mark as complete

If the submission is from a new client, the user will have the ability to complete the following actions. 

1. Email - This allows the user to send a custom email or a canned email template. 
2. Invite to Register - This will send the client the new customer registration email template. 
3. Edit owner 
4. Add employee notes to the owner's profile.
5. Mark as complete. 

Table:

The table view is formated to be printed as a PDF or exported to excel. The user is not able to complete any actions on the submission.

• 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 name that the form was submitted for. 

Adding Customers to Campaigns:

You can add anyone who has submitted a lead to a marketing campaign by selecting the "Add to Campaign" icon at the bottom of the Report Parameters section of the page!