How to forward leads in Swipe Pages

Take leads generated from a Swipe Pages campaign and forward them to the Sales Team for follow-up.

What is Swipe Pages?

Swipe Pages is a website used to build landing pages for leadgen campaigns. Sometimes Green House uses Swipe Pages for our own leadgen campaigns.

Step 1: Select your team (top banner)

Step 2: Select "Campaigns" > "Create Workflow" on the left banner

Step 3: Name the workflow

Step 4: Program the workflow

Note: Forwarding sales leads is essentially programming a workflow using Swipe Pages' drag and drop interface. For the workflow to happen, there will need to be a trigger (the causing event) and an occurrence (what happens after the causing event).

a. Click and drag "Form Submitted" onto the board

Click on the "Form Submitted" box and select the form you'd like.
Click "Next"

b. Click and drag "Send Notification Email"

Click on the "Send Notification Email" box and enter the email you'd like the lead to be forwarded to.
You can customize the email subject line and its contents (contact information, contact date, etc.).

Note: To keep track of different teams' leadgen efforts, include your team name in the email subject line: (i.e. New Lead from Team 4!)

Click "Save"