Interactions » Member Leads

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000094617

Member Leads Module


The member leads module provides a great user experience, making it easy to manage incoming leads submitted by website users.




Leads Module


To open the Lead Module, navigate to:

  • Interactions
  • Member Leads



Leads Module Settings


  1. Lead ID: This is the Lead of the ID.
  2. Actions Dropdown (Explained Below).
  3. Submitted: Date and Time in which the lead was submitted.
  4. IP Address of the lead submitter. It can be blocked if it ends up being a SPAM submission.
  5. Accepted: Number of times the lead has been accepted.
  6. Total Matches: Number of times the lead has been matched.
  7. Total Revenue: Total amount of revenue generated by this lead.
  8. Lead Status (Pending, Followup, Matched, Sold Out, Closed, Bad Leads, Delete).




Pending - The lead has been submitted but it has not been matched with any of the website members that can receive leads.

Follow Up - * Requires additional follow up.

Matched - The lead has been matched to members and hasn't been accepted/paid by a member yet.

Sold Out - The lead has been sold.

Closed - Lead has been accepted and no more actions are required.

Bad Leads - * Could be a spam or accidental lead.

Delete - * Lead needs to deleted.


* Denotes an internal status for admin purposes only


Actions Dropdown:


  • Match Lead: Here's the option to see more details of Leads and manually match them to members.
  • Edit Lead: The option is there for all directory owners to control what gets submitted on the lead.
  • Email Submitter: The option is there to email the user who submitted the lead.
  • Delete: One can quickly delete any undesired lead on the website.




Lead information:


The information submitted on the Lead will be visible under Lead information and the option for the admin to leave notes:  





  • Origin page: This will show the link from the page the lead was submitted from.* 
  • Name: Submitters name
  • Email: Submitters email
  • Phone Number: Submitters number
  • Preferred Reply Time and Date: When the lead will prefer to be contacted
  • Location: Submitters location
  • Select an Option: Top Category Selected by the submitter
  • Message: Submitters message to lead
  • Internal Note To Member: As an admin, there's the option to add a note for the member regarding the specific lead.


NOTE: This information may vary based on the fields of the Get Matched Form.



Filter Options


The information can be filtered by:


  • Keyword / Lead ID
  • Date Range
  • Submitter Email
  • Lead Status
  • Top Category
  • Sub Category




The option to select all leads and bulk change their status is also possible:





Options to Bulk Change Status


  • Pending
  • Followup
  • Matched
  • Sold Out
  • Closed
  • Bad Leads
  • Delete




*Note: 


If the lead was created via API using Zapier, the origin text will display the following text "Received from external source, the text can be edited under Settings » Text Labels.