(Estimated time: 5 minutes per lead magnet)
Here are some tips for setting up lead magnets in your NextLead CRM :
Video Tutorial
https://www.loom.com/share/4d5a0b09fc8a4564b5f858637c98f713?sid=7ab0a551-ae58-4828-a93a-d017e16005c6
Step-by-Step Guide
- Create a form
- The CRM offers tools such as mailing lists that allow you to create signup forms where prospects can enter their information to access the lead magnet (newsletter, offers, etc.).
- Examples of fields to include: name, email, phone number.
- How to do it? Discover how to create and activate a mailing list and after opening your mailing list’s page, access the form via the “actions” button at the top right, then “go to signup page” :
Mailing lists page
Form preview
- Contact management:
- Centralizing data on your prospects and segmenting them into lists allows you to personalize your approach → increasing your chances of converting.
- Automatic email sending: