Groovio’s integrated Leads Management system helps studios track, manage, and convert potential students directly within the platform.
📍 Where to Find It
Groovio > Marketing > Leads
Groovio > Marketing > Lead Form Builder
🔴 Unseen Lead Notifications
A red dot will appear next to the Marketing tab and Leads button when a new, unseen lead is submitted. This helps your team spot and follow up on new leads faster.
🧩 Leads Pipeline
Leads are displayed in a drag-and-drop pipeline with the following stages:
New Lead – Automatically added when someone submits your lead form or creates a Groovio account connected to your studio
Next Intake – For leads to follow up with before your next intake period
In-Progress – You’ve contacted them, but they haven’t started a trial yet
Trial Started – They’ve begun a trial class or intro offer
Trial Completed – The trial period has ended
Won – The lead converted into a paying student (membership or package)
Lost – The lead is no longer interested
To update a lead's status, simply drag and drop their card between stages.
➕ Adding & Editing Leads
Add a Lead Manually
Click Add Lead to create a new contact. You’ll be asked for:
Full Name
Email Address (required)
Phone Number (optional)
Notes (e.g. class preferences, past experience)
Edit a Lead
Click the lead’s name, then click Edit Lead to update any details.
📥 Importing Leads via CSV
Click Import Leads to upload a spreadsheet of contacts. Your file should include:
Name (required)
Email (required)
Phone
Notes
Duplicate email addresses are automatically skipped. After importing, you’ll see a summary of:
Successful leads added
Any rows skipped due to invalid/missing data
Duplicate email entries
🧱 Lead Form Builder
Use the Lead Form Builder to create a custom contact form. You can:
Add standard fields (Name, Email, Phone)
Add custom fields (Text, Text Area, Select)
Mark fields as required
Add a public description for the form
Preview the form live
Sharing the Form
Once created, you can:
Copy Link to share a standalone hosted form
Copy Embed Code to add the form to your website
📝 Viewing & Managing Leads
Click any lead to:
View full contact details and notes
Add internal notes (supports multiline formatting)
Mark the lead as Unseen if you want to follow up later
Delete the lead if they are no longer relevant
All notes are saved in real-time, making it easy for your team to collaborate on lead follow-ups.
✅ Tip
Leads can come from multiple sources: the contact form, manual entry, or import. Each lead will be labeled with its source.
💡 Why It Matters
With Groovio’s Leads tools, studios can streamline intake workflows, keep better track of potential students, and increase conversion rates—all without leaving the platform.