Lead Group Set Up

Databases can be very complex. The good news is that with FLG, you wouldn't know it – It’s very easy to use whilst giving you the flexibility and power you need.

A good primer on database can be found at http://www.databaseprimer.com/pages/database/

It’s worth noting the ‘Database Tables’ tab, and understanding that in FLG we only ever deal with one database table at a time. We don’t look up data about a lead or client in different tables, or perform calculations on data inside a table. A Lead is just one stand alone database table.

It’s incredibly straightforward – one static table per lead, with all the information you require about that client. You can have up to 50 additional pieces of information per client, as well as the standard contact fields. These can be anything you want.

FLG’s ‘LEAD GROUP’ is a template for the database table. In the lead group we determine how the table should look. So if the information we are capturing changes, the database table structure changes, and therefore we change the lead group. If we always capture the same information to the same database table, we generally don’t need to change the lead group. In most cases, we will only have one lead group.

To create your Database Table template, or Lead Group, follow the steps in Figure 1, below. You’ll see that there is already a Lead Group there, called ‘General’.

Figure 1



You can see the result of click the “Add New Lead Group Button” at Figure 2.

Figure 2



Under ‘1’, General settings;

1.1   – Give your Lead Group a name. This will be the manner of business to which the data you are capturing relates. So if you’re capturing details of mortgage applications, your Lead Group might be called ‘Mortgages’. If your capturing data about claims of some sort, you'll call it 'Claims' Remember that your only going to capture information into a specific lead group if it makes sense to capture that data - you wouldn't capture mortgage details (eg, House Value) into a Claims Lead Group.

1.2     - See the de-duplication section for further information on this. This section tells the group to follow these settings.

1.3    - This is only relevant if you are using the platform to deliver leads to Referral Partners. Please see that section for further information.

1.4    - These options let you put the selected information on the summary of the lead, so you can quickly access the information when selecting ‘View Lead’ from the ‘Search Leads’ function.

Under ‘2’, Standard Fields;

2.1 – These are the FLG labels for the data you're capturing. We’ll need to match these up to the values in your data when importing. The only required fields in FLG are ‘First Name’ and ‘Last Name’ – they aren't displayed here as they must always be completed!

2.2 – Here you can select if these standard fields are optional, required, or hidden when entering a lead into FLG. There are also options to view on a webform (if created from the Lead Group template directly), or just internally.

2.3 – As in 1.4, this option lets you put the information on the Lead Summary.

2.4 – This will allow you to validate UK phone numbers or post codes, or turn off this validation. Leads will be rejected if these are ticked and the leads being entered do not meet the criteria.UK Phone numbers are 10 or 11 digits long excluding spaces and start with a 01, 02, 03, 08 or 07 etc. Spaces are ignored. Post Code validation also ignores a spaces and again checks for the correct structure such as BB12 7NG or E1C 7NN etc

Under ‘3’, Additional Fields;

If you need to capture information which isn't in the standard fields in section 2, this is the place to put it.

3.1 – This is where to name the field. Dependent on the nature of your business, this could be ‘Mortgage Balance’, ‘Number of Claims’, ‘Smoker’ – or anything!

3.2 – This gives you the options to configure the field as per 2.2. Choose whether this information should always be submitted, or is optional.

3.3 – Here you can select the type of data to be entered, a number, text or a selection field. If you choose selection, a further box will appear that allows you to enter comma separated items to select from a drop down list. So you might choose ‘Selection’ in the data type, then put ‘Option 1, Option 2, Option 3’ in the new box that appears to be able to select from the those three options when entering a new lead.

The most important thing to consider is ‘Do I have all the fields necessary in FLG to capture all the data that I’d like to?’ If you have spreadsheets with your data in, these will tell you what the additional fields should be. If you don't, you need to create additional fields to store this data.

It’s that easy to get started – you’re ready to go to Leads---> New Lead and enter a test lead. You'll be able to see if you can enter all the information you need to, or if you need to add more additional fields, as above.

You can import your data into this Lead Group from Tools--->Import Leads.

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