Lead Management

The NexCite program includes a lead generator form referred to as a "Trip Request." A site visitor can get to this form by selecting the "Contact Us" button on an offer, including the offer(s) they were interested in. You can also link to the Trip Request page in additional ways, like adding it to your menu.

Trip Request and Lead Management Settings

 

Trip Request Settings

The Trip Request includes the ability to show a profile option for visitors and to set that profile as required or not.

These settings are controlled through your NexCite Website Tools. (Sign-in, select NexCite Website Tools, then select your site from the Site List)

Select Lead Management from the Menu on the left, then Lead Settings:

 

 

Include full Trip Request details in the notification email

By default, any information gathered from your leads will be stored in your Lead Management area in AgentPort and you will be emailed a notification. If you'd like to include the information from the trip request on your notification email, check this box.
 

Allow users to create a User Profile

You can see what the Trip Request looks like for each of these settings by selecting from the following:


Allow users to request a specific agent

Checking this box will give you additional options to add an agent selection field to your trip request.

 

Use an existing Site Form as the Trip Request Page (Available only in Premium)

If you'd prefer to use your own form that you've created within NexCite instead of the default trip request form, you can check this box.

 

Manage Lead Agency Offices

Management of who has access to the leads submitted through the Trip Request form can be controlled in the Lead Agency Offices area.

Select Lead Management from the Menu on the left, then Lead Agency Offices:

 

Most agencies will only have one office, but creating multiple offices gives you a way of dividing up types of leads (whether by travel type or location, as examples) between different teams or people. If more than one agency office exists, the agency offices will display the trip request under the Agency field as a drop-down that the customer can select from. If an agency office is marked as the default office, it will be automatically selected in the drop-down presented to the site visitor.

Access to leads is controlled on a per agency office basis. To assign who will have access to leads from an office, select the "Manage Access" button to the right of the agency office name.

There are two options:

  • All Agents: this will allow all of the agent accounts within your company access to the leads for this agency office
  • Per Agent: this will allow you to assign only certain agents to be able to access the leads for this agency office

For information on creating agent accounts, please click here.

Accessing Leads

The information filled out by your site visitors on the Trip Request form will be accessible under the Lead Management tab of AgentPort:

 

 

Selecting "View" on a lead will display the full details of the information entered in the trip request and allow you to set the Lead's status and assign it to a specific agent.