Knowledgebase
How Settings are defined in LeadFunnelCloud?
Posted by BizOmart HelpDesk - Manish Parihar on 29 September 2018 11:15 AM
For that, go to the Settings icon on the top right corner of your Dashboard and click on it.






Here you will get different options like: Business Setting, Social Integration, Integration, Team Management, Session and Cookie Consent.
First, I will explain how you can setup your Business Setting in your LeadFunnelCloud account. Click on Business Setting.








Here you can enter your business information like Subdomain name, Business name, and can upload business logo.
Once you fill all the details just click on Save and your information will be saved.
Second is Social Integration section in which you can integrate your various social platforms with LeadFunnelCloud. We have created a separate training PDF for the Social Media setting. You can go through that for the same.
Then moving towards to the next setting that is Integration.








Here you can integrate your leads with Top Autoresponders, CRMs and Webinar Application.



First Select Autoresponder, here you get few top autoresponder options like LeadPrimo, MailPrimo, MailZingo, MailWhizz, Aweber, Mailchimp, Getresponse etc., through which you can integrate LeadFunnelCloud by filling API details and then click on Save API Credentials.






Then go to CRM section. Here you can get 3 popular CRM options, SalesForceIQ, Sales force and InfusionSoft. In SalesForce, you need to enter Consumer Key and Consumer Secret. In SalesForce IQ you need to enter API Key and API Secret and in Infusion Soft you need to enter Client ID and Client Secret and then click on Save API Credentials.
Then move to the Webinar section:






Here you can integrate with GoToWebinar by entering the Consumer key and then clicking on Save API Credentials.
Now again moving to the next setting option that is Team Management.







Here you can manage, assign roles and give privileges to team members.
Here you can Add New user to manage your account by using Add New User button located on the top right corner in the section.







You will be asked to provide the Name and email of your users. Then you can assign role to the user by selecting the User Level. There are 3 user levels available in the list.






To the Manager level, provide access of top level privileges like full access of software. Same settings for Marketer, provide the access of midlevel privileges like create, manage & promote funnels and the Analyst users level provide the access of limited privileges like access of funnel and social reports.







Once you set up your new user, simply click on Save.






Now here you can check the list of all your created Team Member along with their Name, Email, Role which they have.
You will be able to manage and delete them any time as well under the Action Tab.







You can also search the member using search bar and show the number of entries per page as per your needs.
Next setting is Session:



In this section you will be able to check your activity in your account according to user level. You can also download the session report by click on Export button.
Last is Cookies Consent.



Here First you can enable & disable the cookies consent. It’s always recommended that must enable your cookies consent.
Then you can select the position of cookie from dropdown, bottom or top where you want to display the cookie message
Then select its background color, then select its font color.
You can write the message which you want to display your visitors. Then you can enter Accept Text and CTA Link and then click on Save.
So, this was all about Setting options in LeadFunnelCloud.
I believe this was helpful.
Thank You for having a look at this Step-by-Step Training but if you still find any difficulty in using LeadFunnelCloud then Feel Free to Contact our Help-Desk at http://bizomart.kayako.com


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