Shoppers: Leads

Leads provide a comprehensive toolset for managing and analyzing potential customers, enabling businesses to track, understand, and optimize their interactions with leads throughout the sales funnel.

The Leads subtab can be found within the Shoppers tab in the Orbee Platform provides a comprehensive suite of tools to manage and analyze potential customers, or leads. The tools within Leads will allow dealerships to track and understand shoppers, from their initial interaction with the website to their conversion into customers.

Lead Lookup

Here, you can directly access shopper profiles by searching for their email, or use the search bar in Web Leads to find profiles using any other known shopper information.

Web Leads 

This tool allows users to track and analyze potential customers (leads) acquired through your website's forms. The Form Leads table shows all leads generated from form submissions on your website. Each lead includes the visitor's email, phone number (if provided), VDP view count, visit count, and the date and time of form submission.

You can search for specific leads using the search bar, adjust the number of rows displayed, navigate through pages, and filter results by date range. Clicking on a lead's email in the Form Leads table opens their Shopper Profile. This profile provides detailed insights into the shopper's engagement with your website:

• Quick Information: Email, phone number, first and last seen dates.
• Key Metrics: Visit count and VDP view count.
  • Vehicle Description Page (VDP): This is a dedicated page on your website that provides detailed information about a specific vehicle, including photos, specifications, and pricing.
• Top Source Mediums: Table showing the source/medium of visits and their count.
  • Visit Count: This metric tracks the total number of times a particular visitor has accessed your website.
• Viewed Vehicles: List of vehicles viewed, including year, make, model, color, and VIN.
• Activity Timeline: Detailed log of the shopper's activity, including date/time, visit start, landing page, source/medium/campaign, page views, and page tags. You can sort the timeline in ascending or descending order.
  • Source/Medium: This information helps you understand how visitors are finding your website. The "source" identifies the origin of the visit (e.g., Google, Facebook), while the "medium" indicates the marketing channel (e.g., organic search, paid advertising).
  • Page Tags: These tags provide additional context about the pages visited by the shopper, such as whether it was a VDP, an SRP (Search Results Page), or a contact page.

Third Party Leads

Lead Destinations

Lead Destinations allows you to control where your captured leads are sent and stored, usually to your dealership account. It's essentially the bridge between your lead generation efforts and your customer relationship management (CRM) system or other data storage platforms.

Here you can add multiple lead destinations by clicking + New CRM Destination and input new Destination Name and Destination Email.

Lead Sources

Lead Sources identifies the specific channels or platforms through which your leads originated. It tells you where each potential customer first expressed interest in your dealership. This information is crucial for tracking campaign effectiveness, understanding customer acquisition, and crafting personalized follow-up communication.

Lead Reactivations

Lead Reactivation is the process of re-engaging with potential customers who've shown prior interest in your dealership but haven't yet made a purchase. It's a crucial strategy to maximize your investment in lead generation, target interested customers, and build relationships that lead to sales.

• Monitor Lead Engagement: Track which leads are actively interacting with your dealership, allowing you to identify hot prospects and tailor your follow-up efforts accordingly.
• Evaluate Email Performance: Analyze email open and click rates to gauge the effectiveness of your reactivation campaigns and refine your messaging for better results.
• Assess Campaign Health: Get an overview of the overall status of your lead reactivation initiatives, enabling you to identify areas for improvement and make data-driven decisions.
• Customize Reporting: Tailor the report content and recipients to ensure your team receives the most relevant and actionable information.
• Streamline Communication: Control who receives the report and when, facilitating seamless collaboration and informed decision-making within your dealership.

In essence, this tool equips you with the insights and controls necessary to maximize the potential of your lead database, nurture relationships with potential customers, and drive sales growth for your dealership.