Adding and Configuring the Lead Generator

The Lead Generator provides a way for Web site visitors to contact you with questions or comments. When you activate the Lead Generator, an icon that is used to open a contact form is added to your Home page and to your Contact Us page. You can use the information gathered in this form to compile a list of prospective clients. Show me what the Lead Generator contact form looks like.

Note: The Lead Generator contact form will be styled to match your Web site.

When you set up Lead Generator, you can specify which email address will receive the Lead Generator submissions. You also can give visitors the option of sending messages to specific staff members.

To add and configure the Lead Generator, do the following:

1. Log in to your Site Builder account.
2. Click Modules > Lead Generator on the toolbar. The Modules - Lead Generator page displays.
3. Select the email address where Lead Generator submissions should be sent. You have the following options:
   • Send all Lead Generator submissions to a specific email address.
     1. Select an option from the Select a firm contact to receive Lead Generator responses list. You can choose a specific staff member, or you can choose Other Email Address.

     Note: The staff members listed here are the names listed on the Firm Info - Contacts page.

     2. If you chose Other Email Address in the previous step, enter the alternate email address to be used for Lead Generator submissions in the box labelled The email address which will receive responses. If you selected a specific staff member in the previous step, the email address already populates this box.
     3. Select No for the question "Provide visitors with a list of firm contacts to choose from?"
   • Give Lead Generator users the ability to send their messages to specific staff members.

   Select Yes to the question "Provide visitors with a list of firm contacts to choose from?" When this option is selected, Lead Generator users will have the option to send their question or comment to any staff member who is listed on the Firm Info - Contacts page.

4. Select the Lead Generator icon to display on your site. The icon is the link that visitors click to open the Lead Generator contact form.

Tip: We recommend that you click the Template Default option, if available. This option has been designed to match the overall look of your site. The Template Default option is not available for all site templates.

5. Click Yes for the question "Show Lead Generator?" to add the Lead Generator icon to your Web site.

Note: If you select No for this option, Lead Generator will not be available to site visitors.

6. Click Yes for the question "Tell a friend form?" if you want to display the Tell a Friend form after the comment or question is submitted. Show me what the Tell-A-Friend window looks like.



7. If needed, you can click Visitor's Contact History to view a list of people who have submitted questions or comments with the Lead Generator. See Managing Contacts Gathered from the Lead Generator for more information.
8. Click Accept to save your changes.
9. Click Preview to see what your site will look like when your changes are applied. The preview opens in a new different browser tab or window.
10. Click Publish to immediately update your Web site or click Next to continue to the next page.

Note: Changes you make in Site Builder are not applied to your Web site until you publish the updates.

How do I remove the Lead Generator from my site?

1. Log in to your Site Builder account.
2. Click Modules > Lead Generator on the toolbar. The Modules - Lead Generator page displays.
3. Select No to the question "Show Lead Generator?"
4. Click Accept.
5. Click Publish to immediately update your Web site.