Using Boldleads

Get to know the basics, and a few helpful tips & tricks along the way!

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How Do I Reassign or Disable A Funnel for A Lead?

Your Boldleads Account is set up so that incoming Leads are automatically assigned a Funnel based on the Landing Page where they filled out the form (or where you captured their lead information).

How to Disable or Assign a Lead to a Different Funnel

Editing or changing a Funnel for an existing Lead happens in the Leads View section.  Directions for the latest interface are directly below.  Directions for the prior interface is below that.

Important! If a Lead is assigned to a Funnel with the Form Completed trigger, they will receive the email that corresponds to the time in which the Lead was generated.

That might be a little confusing, so let’s simplify it with an example:

  • Sarah submitted her information to a Landing Page.
  • Two weeks later, you decide to switch Sarah from Funnel 1 to Funnel 2.
  • Funnel 2 sends Leads emails every week.
  • Sarah will now receive the third week’s email from Funnel 2.
  • If Sarah was assigned to a Funnel with the Manually Enabled trigger, she will start receiving the first email in the series.

Steps to Enable or Disable the funnel for a lead:

Step 1: Find the Lead from the list.
Step 2: Click the button in the funnel column.  

  • Green = Enabled.  Click on it and it will turn red and the funnel will be disabled.
  • Red = Disabled.  Click on it and it will turn green and the funnel is now enabled.

Steps to Reassign a Lead to a Different Funnel

Step 1: Find the Lead from the list.
Step 2: Click the button in the Funnel column and turn off the Funnel the Lead is currently assigned to.  If the Lead's Funnel is already turned off, go to the next step.
Step 3:  Click on the button in the Funnel column again.  A drop down of the available Funnels will appear.
Step 4:  Select the Funnel you wish to assign.

Done!  The lead is now assigned to a new funnel.

 

Steps to Enable or Disable the funnel for a lead in the prior interface:

Step 1: Find the Lead from the list.
Step 2: Click the button in the Funnel column.
Step 3: Select Disable or select an available Funnel to assign the Lead.

 

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