Overview

The Lead Capture feature makes it easy to automatically import new leads from emails directly into your contact list, eliminating manual data entry and speeding up client engagement. Leads are added to your contact list in minutes and can even be automatically enrolled into a campaign with our auto-subscribe feature. This helps you stay efficient and maintain momentum in your outreach efforts.

Setting Up Lead Capture

  1. Navigate to Lead Capture:
    • In Campaigns, go to My Contacts → Lead Capture.
  1. Create a New Inbox:
    • Enter a name for your new lead source.
    • Click on Create Lead Capture Inbox.
  2. Select a group to associate the leads with. 
    • Any new lead coming from that inbox will be automatically added to the group.
    • If you auto-subscribe the group to a campaign, new contacts from the Lead Capture inbox will immediately enroll in the campaign.
  1. Forward New Leads:
    • Once your Lead Capture Inbox is created, you can forward lead notification emails from third parties directly to the inbox email address. The system will automatically process the content and add the contact to your list.

Fields Captured

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Job Title
  • Employer
  • Date of Birth
  • State
  • Zip Code
  • Financial Details:
    • Net Worth (Min / Max)
    • Income Range (Min / Max)
    • Investable Assets (Min / Max)
    • Financial Goals

Note for the Financial Details range:

  • If only a minimum or maximum value is provided for financial fields, the system calculates the missing value using a 10% buffer. 
    • If max is missing: max = min + 10%
    • If min is missing: min = max - 10%
    • If min and max are equal: min = max - 10%
  • The system does not override existing data—it only fills in missing values.
    • Example: If a contact already has a minimum of 40K and an email includes a new minimum of 1.1M, the system calculates the max as ~1.2M and keeps the existing 40K minimum, resulting in a range of 40K to 1.2M.

Tips and Best Practices

  • Forward lead emails as they arrive to ensure quick data capture.
  • Regularly review your contacts to confirm accuracy and ensure no unintended data from signatures or noisy content was captured.
  • Create separate inboxes for different lead sources to keep your data organized.

Important Notes

  • There is currently no limit on the number of Lead Capture inboxes you can create. However, this may change in future updates.
  • Be mindful that signature information in forwarded emails may be mistakenly captured as contact details.
  • The system will process incoming emails within a few minutes and add the extracted data to your contacts.
  • If an email contains multiple contacts, only the first one will be captured.
  • The tool does not process data from attached files (such as PDFs or .txt files) but only extracts information from the email body.
  • The tool supports basic HTML formatting but does not capture multiple emails or attachments within one message.
  • If only a minimum or maximum value is present for financial fields, the system will display a single value. If both are present, a range will be shown.
  • If one value (like Max Net Worth) was entered manually, the Lead Capture Tool won’t add the missing value (like Min Net Worth). This avoids mixing data from different sources and ensures manually entered info is not overwritten.

For more information and advanced usage tips, please reach out to support.