Enrollsy captures "Leads" from anyone who enters at least one piece of contact information on your Enroll Form but does not complete the enrollment process. New Leads are displayed on the Submissions page under "Leads Summary."
Data to View
The following is what can be viewed on the Submissions/Leads page:
Captured date and time
Captured by (usually this says "Enrollsy")
Lead Tags
Customer's First & Last Name
Customer's Email Address
Customer's Cell Phone
Customer's Work Phone
Location, if any (chosen on the Enroll Form)
Program, if any (chosen on the Enroll Form)
Notes (entered manually by an Admin user)
Filter Leads
On this page, you can filter Leads by clicking on Filter and checking Tags. Add a new Tag by clicking on the blue plus button at the bottom.
Bulk Tag
Click the Tag icon to see two options to bulk add or bulk remove Tags from the selected rows. Choose one of those options.
After choosing if you are going to add or remove, a drawer listing Tags will display. In this drawer, you can do all the things you normally can with Tags including creating new Tags, editing Tags, and deleting Tags. Select the Tag(s) you want to add/remove and then click submit.
Export Leads
You can also select the Leads you want to download and click the export button to download them into a CSV spreadsheet.
Send Text Message
You can send Leads a text message (if they provide a cell phone number). Check the boxes and click the SMS button to the right to write a text.
Copy Email Address(es)
If you prefer to email them, check the boxes and click the Email icon to copy the email addresses (for those who provided one). Paste them into your email provider to send an email. Click here to learn more about adding or removing Tags.
Add New Leads
You can also add new Leads on this page. Click on the blue plus button on the far right.
A new window will pop up. The only required field is the first name. You can add an email address, multiple phone numbers, the location they are interested in, and any internal notes.
Refresh Leads List
To refresh the list to include any new leads, click the refresh icon on the right:
