Managing Lead Streams

Matt Fenn ,


Jumplead uses 'Streams' to organise leads, there are a couple of default Streams, one called 'All Prospects' for all of the prospects and one called 'Visitors' for, you've guessed it, visitors (visits not identified as a business).

That's great, but what if you want to do something fancy like exclude visits from outside the UK, only show visitors that have visited certain pages, limit the Stream to visits from existing clients or even exclude existing clients from your Prospect list completely?

That's where creating your own Streams and getting to grips with the filtering options comes in. Let's take a look at it now.

The Add Stream page.

The important thing to understand about managing Streams is that when you create a new Stream it has all of the identified prospects in it by default. You then apply filters to limit the displayed companies to the ones you want.

You can name a Stream anything you want, it might be best to avoid the default Stream names 'All Prospects' and 'Visitors' to avoid confusion.

Lead locations.

If you have a sales team responsible for a certain country or region, you can use the 'Limit leads to these locations' to create a stream that excludes prospects from outside of their region by selecting the relevant countries and clicking the 'Add' button creating a list of counties.

Control who sees which Stream.

Whatever filters you apply for your custom Stream you can choose the people you wish to share the stream with at the bottom of the the page, alternatively you can let everyone see your Stream or keep it all to yourself, it's your Stream, you choose!

Key pages and Alerts.

You might have a really important page on your website, like a sign-up page or a contact page that you'd like to use to identify the visits that have shown a real interest. Limiting leads to these 'Key pages' will give you a Stream with just these high interest prospects in.

But wait, there's more! The really cool thing about creating a Stream with a 'Key page' is that you can add an Alert to it and get an email whenever any visitor hits the page, like an early warning tripwire type device.

Existing customer stream.

A popular use of Streams is to create an existing customer Stream, this allows you to quickly identify existing customers that are visiting your website, they might be looking to upgrade, visiting a support page, whatever. You need to know about it and deliver those extra services and 5 star support.

How do you do this? From their company detail page. Create a Stream called 'Clients' and then when a client visits your website add them to the 'Clients' Stream on the right hand side of the company detail page. Bingo.

With your new 'Clients' Stream containing your existing clients, why not use this Stream as a filter for a 'New Prospects' Stream, that automatically filters out your existing clients? Easy.

Also, with control over who sees which Stream you can give the existing customer stream to support, new prospects to sales etc. making sure that everyone gets the best information.

Have fun!

Jumplead uses 'Streams' to organise leads, there are a couple of default Streams, one called 'All Prospects' for all of the prospects and one called 'Visitors' for, you've guessed it, visitors (visits not identified as a business).

That's great, but what if you want to do something fancy like exclude visits from outside the UK, only show visitors that have visited certain pages, limit the Stream to visits from existing clients or even exclude existing clients from your Prospect list completely?

That's where creating your own Streams and getting to grips with the filtering options comes in. Let's take a look at it now.

The Add Stream page.

The important thing to understand about managing Streams is that when you create a new Stream it has all of the identified prospects in it by default. You then apply filters to limit the displayed companies to the ones you want.

You can name a Stream anything you want, it might be best to avoid the default Stream names 'All Prospects' and 'Visitors' to avoid confusion.

Lead locations.

If you have a sales team responsible for a certain country or region, you can use the 'Limit leads to these locations' to create a stream that excludes prospects from outside of their region by selecting the relevant countries and clicking the 'Add' button creating a list of counties.

Control who sees which Stream.

Whatever filters you apply for your custom Stream you can choose the people you wish to share the stream with at the bottom of the the page, alternatively you can let everyone see your Stream or keep it all to yourself, it's your Stream, you choose!

Key pages and Alerts.

You might have a really important page on your website, like a sign-up page or a contact page that you'd like to use to identify the visits that have shown a real interest. Limiting leads to these 'Key pages' will give you a Stream with just these high interest prospects in.

But wait, there's more! The really cool thing about creating a Stream with a 'Key page' is that you can add an Alert to it and get an email whenever any visitor hits the page, like an early warning tripwire type device.

Existing customer stream.

A popular use of Streams is to create an existing customer Stream, this allows you to quickly identify existing customers that are visiting your website, they might be looking to upgrade, visiting a support page, whatever. You need to know about it and deliver those extra services and 5 star support.

How do you do this? From their company detail page. Create a Stream called 'Clients' and then when a client visits your website add them to the 'Clients' Stream on the right hand side of the company detail page. Bingo.

With your new 'Clients' Stream containing your existing clients, why not use this Stream as a filter for a 'New Prospects' Stream, that automatically filters out your existing clients? Easy.

Also, with control over who sees which Stream you can give the existing customer stream to support, new prospects to sales etc. making sure that everyone gets the best information.

Have fun!

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