Using Boldleads

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


How are Leads Assigned to a Funnel?


One of the best features of the Boldleads System is our automated lead follow-up feature. Getting the right follow-up process in place - and as quickly as possible - keeps those internet leads interested and engaged from the moment they decide to fill out a form.



Built-In Automation

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.)

In general, here’s how the Boldleads system breaks down the assignments:

Your Seller Campaign

  • You have one landing page created for a Seller Campaign
  • Landing Page Name: Default
  • Funnel Assignment: Home Valuation Follow Up

Your Buyer Campaign

In your Buyer Campaign, there are three Buyer Ads. There are corresponding Landing Pages and Funnels set up for all three ads.

  • Landing Page Name: Luxury Homes
  • Funnel Assignment: Luxury Home Follow-Up
  • Landing Page Name: Affordable / Exclusive
  • Funnel Assignment: Affordable Home / Exclusive Follow-Up
  • Landing Page Name: Bargain Homes / Foreclosures
  • Funnel Assignment: Bargain Homes / Foreclosures Follow-Up
  • How to Assign a Landing Page to a Funnel

Each Landing Page must have a Funnel selected. This tells the system which auto-responder series the lead will be put on. Follow these steps to assign a Landing Page to a Funnel:

  • Step 1: Login to your Boldleads Account
  • Step 2: Click the Landing Pages tab
  • Step 3: On the sub-menu, click View Landing Pages
  • Step 4: Locate the desired Landing Page and click Edit
  • Step 5: Next, scroll to the bottom of the page
  • Step 6: Locate Funnel Settings
  • Step 7: Select an Email Funnel from the menu
  • Step 8: Scroll to the bottom of the page and click Update Landing Page



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