How do I add a new lead capture source (Add from an email)?
Platinum Feature: Automatic Lead Capture is available with the Cloze Business Platinum Plan.
If you'd like help adding your lead source to Cloze, forward an email from your lead source to support@cloze.com and we can set it up for you.
Cloze can automatically create leads from emails by capturing the information found in the body of the email. When adding a new lead source, leads can be:
- Auto-accepted means Cloze accepted the lead directly into Cloze without any action from you. Auto-accepting leads requires a lead campaign to be setup so no leads are missed.
- Not auto-accepted means Cloze puts the lead into the “New Leads” section of the Agenda. You must manually review and accept it before it becomes an active Lead in Cloze. From there, you can reach out via email, call, or text.
Benefits to add your lead sources to Cloze:
- Turns leads received by emails into contacts automatically.
- Notifies you of the arrival of a new lead
- Enhance contacts with information from the lead email
How to setup lead capture in Cloze using an email from a specific lead source:
1.) In Cloze, search for the email and open it.
2.) Hold down the SHIFT key, tap on the "Send To" icon in the upper-right, and then tap on "Lead Capture". (You must hold the SHIFT key down when tapping the icon in order to see the Lead Capture option.)
3.) On this new screen, select how you want the lead to be organized when it is added to Cloze.
- Segment - Who the lead is to you. In this example, the Segment is Buyers.
- Lead Source - Where is the lead coming from? Choose from the list or scroll to the bottom of the menu to create a new lead source. In the example below the Lead Source is Website.
- Lead Origin - Set the Lead Origin. If the brokerage or company is originating the lead typically this is set to Company Generated. In this example, the Lead Origin is None.
- Activity Measure - Set the Activity Measure. You can set any activity measures you have set in your account. (Learn more about Activity Measures.) In this example, the Activity Measure is Inquiry.
Configuration
- Private - If you are an admin (or have permission to update the customizations for your team), you can choose not to share this with your team by making it Private.
- Draft - If you are not ready to enable this lead capture toggle on Draft. While you are working on the lead capture we highly recommend setting it to draft mode.
4.) Capture Behavior
- Auto Accept Lead - Accept the lead automatically (i.e. you don't need to tap on the accept button)
- Auto-accepting a lead requires a campaign to be setup
- Copy Message to Team on Accept - Automatically shares the lead capture email with the team
- Allow Sharing on Accept - Shares the lead's profile and timeline with the team (based on role and permissions)
- Assign Lead on Accept - Assigns the lead to the appropriate team member on lead acceptance
5.) Custom Processing
- Test Cases - Upload eml examples of lead emails to build parsing rules and test lead capture.
- Parsing Rules - Upload test cases to use Cloze's built-in parser to capture lead information.
- Custom Script - Cloze also offers advanced scripting to automatically extract custom information from lead email notifications you receive. Please reach out to support@cloze.com for assistance with this feature. This article explains how to add custom script.
- Run Tests - Test parsing rules and custom scripts.
You will be brought to the Lead Sources screen.
7.) If you see your lead source under Draft Lead Sources, tap on your lead source and toggle off Draft to set your lead source as Live.
8.) Tap on Next and then Save.
