Lead Generation
When creating a Home Configurator or BIM Publisher project you can enable the Has Leads field. This activates the Lead Generation feature for that project.
This feature is not available for Plan Configurator projects.
Enabling this feature prevents Configurations from being submitted in this project. Buyers can still save configurations.
What does Lead Generation do?
Lead Generation lets the project visitor contact you via a Request Quote button in the Viewer.
After clicking the button, the menu below appears, prompting the visitor to leave contact details so you can reach out.
It is also possible to request a quote for multiple configurations at once. See also: Shopping cart functionality
When the visitor clicks Send, a PDF is generated for the current home configuration and emailed to them along with a link to the Viewer showing that configuration.
Configuring Lead Generation
For each Home Configurator or BIM Publisher project, check Has Leads under Edit Project for that project type.
When Has Leads is checked, provide the following contact info fields:
These fields are used when automatically emailing the visitor who left their contact details. You can also customize the company name and text in the quote form.
Example:
Viewing leads
Leads are found in the Innobrix dashboard on the Leads page, showing the visitor�s contact details.
Via the ... you can view a lead�s selected options, download the PDF, or go directly to the Viewer for that configuration. You can also delete leads if they are no longer relevant.
Shopping cart functionality
When a project has Has shopping cart enabled (as part of Has leads), users can request a quote for multiple configurations and types simultaneously.
While configuring, a user can add the current configuration to a "Shopping cart" via the button in the chosen option list on the right.
The shopping cart is cross-project. You can add a configuration from one configurator project (with leads/cart enabled), close the tab, then do the same in another project without losing the cart.
The number of added configurations is shown at the top of the screen.
Clicking this button lets the user request a quote based on the configurations in the cart.
The info icon lets you review the composition of the chosen configuration.