Using Boldleads

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

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What's the Two Way Email System?

The beauty of the Boldleads Marketing engine lies in our two-way email system! 

The Boldleads two-way email system documents all email correspondence at the lead level. Emails are recorded in the timeline of a lead's profile and can be accessed at any time.

 

Step 1: Enable the Two-Way Email System

  1. Log in to your Boldleads Account.
  2. Navigate to the Settings Tab.
  3. Scroll down to the Two-Way Email System section. 
  4. Click on the circle underneath Enable.

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Where do I Access the Emails?

Anytime a lead responds to a Funnel email or an email sent from a lead profile, the Boldleads System will log their reply in the history screens on a lead's main page.  Boldleads users are then able to respond to that email directly from the lead profile view, keeping all communication in one nice, neat central hub.

Step 1: Navigate to a lead's profile.

Step 2: Scroll through the timeline of Emails. To reply, click the Reply button. 

Step 3: Each Lead is assigned a unique string email address. This allows the two-way email system to work with every email client (Outlook, Gmail, etc ...) The unique email string will show when a Lead replies to one of your messages.

 

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Note: The Boldleads User will receive a copy of each email in their personal inbox as well.

 

 

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