Understanding Actions / Data Flows

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000009585-understanding-actions-data-flows

The following documentation is exclusively for the "Automatic Lead Matching" add-on. 

>> Automatic Lead Matching Add-On

Brilliant Directories has taken managing website leads to new heights by introducing "Lead Actions". An "Action" is essentially all of the rules that apply to how leads are managed. Some basic settings included in the default "Basic Leads Package" include:

  • Instantly send direct lead requests
  • Maximum number of accepted leads
  • Email admin upon lead submission

The "Basic Leads Package" comes free to all Brilliant Directories customers, and includes a default action that is shared with all membership levels.

With the "Automatic Lead Matching" add-on, the power to create custom "Lead Actions" and to assign them to specific membership levels is now available!

To break it down simply, it is now possible to fully customize how leads are managed by membership level. To help understand the true significance of such an update let's break down some examples that will help outline just how valuable such an update is:

** Please note all of these features are exclusive to the Automatic Lead Matching add-on. **

  • Control which members receive leads via auto-matching

  • Set specific email templates to be sent to specific membership levels. No more generic email templates that are share between the paid members and free members. Free members should receive incentives to sign up for a premium level, whereas paying members should be thanked for their business.

  • Receive notifications when a member "accepts" a lead. This is quite frankly the best opportunity to call a customer to up-sell them on a premium level. An email can also go out automatically when a member accepts a lead 

  • Receive an email notification when a member tries to accept a lead that is "sold-out". An email can also go out automatically to that member explaining why the lead was sold out and what they can do to prevent this from happening again. 

  • And much much more!

Learn about the default lead action and on how to create custom lead actions: