Get Bullseye 14 day trial


Customize and configure automated emails sent by Bullseye in the lead management workflow.


Required: Lead Manager subscription.


Introduction


Bullseye's Lead Manager includes functionality to automatically send email notifications as part of the lead management workflow. When new leads are added to Bullseye, emails can be sent:

  1. to the lead, acknowledging that their information has been received,
  2. to the assigned store or dealer, notifying them that a lead has been assigned, and
  3. to one or more designated administrators, in case the lead cannot be assigned to a location.


The Lead Manager workflow includes the following email templates:

  • New Lead - sent to dealers when a lead is assigned
  • Web Lead Thank You - sent to the lead when he/she submits their information via a web form
  • Lead Import Thank You - sent to the lead when his/her information is added via the .CSV upload
  • Unassigned Lead - sent to designated administrators if a new lead can't be assigned to a location


Configure Lead Manager Emails


Follow these steps to configure and customize any of the lead manager email templates.


1. Set Lead Manager Test Mode (Optional)


Before configuring and testing emails, place Lead Manager in test mode. This will automatically redirect outbound emails to the addresses you specify, and prevent test messages from being sent to actual dealers and others. For instructions, see Set Lead Manager Test Mode.


2. Modify Default Theme


If you haven't already done so, modify the default theme to give your email the look and feel you want, and to apply your branding. For instructions, see Customize Email Themes.


3. Edit Template Settings

  • Click Settings >> Email Settings.
  • Click the Edit link for the template you wish to modify.


  • On the Settings tab, configure the available fields. Note that not all fields are available on all email templates.


Status
Select Enabled or Disabled. Note that some emails also need to be activated in the form builder (Interfaces >> Forms). See the NOTES below for details.
Theme 
The design theme to be applied to this template.
To Address
One or more email addresses to which this email will always be sent, in addition to any automatic routing (see the notes section below for details).
BCC Address
One or more email addresses to which this email will be blind copied, in addition to automatic routing and addresses in the "To Address" field.
From Address
The address that the recipient will see as the "from" address; e.g., support@yourcompany.com.

Note: If your from address includes your own email domain, you will need to create DNS records that allow Bullseye to send email on your behalf. Please contact Bullseye Locations for assistance.
From Name
The name that the recipient will see as the "from" name, associated with the From Address; e.g., Yourcompany Customer Support.
Subject
The subject line of the email address; e.g., "Thanks for your interest in Yourcompany!" or "You have a new lead from Yourcompany."
Email Routing
Any other recipients of the email according to user role, in addition to automatic routing and addresses in the "To" and "BCC" address fields.


  • Note that some emails allow merging of dynamic data in some of these settings. See the NOTES section below for details.
  • Note that some emails also have to be activated via the form builder for specific lead forms. See the notes section below for details; see NOTES below for details.
  • Click Save to save your settings.


4. Edit Template Body

  • Click the Body tab
  • Edit the content of your email using the WYSIWYG editor. Remember that background styling, header image, footer text, etc., can be standardized in the theme. See Customize Email Themes for more information.
  • Use the merge fields drop-down in the WYSIWYG editor to insert dynamic content into your email. Available merge options are automatically determined by the template being edited; not all fields are available for all templates.


  • Click Save to save your settings


5. Preview Your Email

  • Click the Preview button to preview your email content and theme. Note that the preview will not include dynamic merge content.
  • Click the in the upper right corner of the preview to close the window and return to the edit screen.


6. Test Your Email

  • Click the Test button to initiate an actual email test of your content and theme. Note that this test will not include dynamic merge content.
  • Enter one or email addresses (separated by semicolons) to receive the test email.
  • Click Send Test to send the test email.
  • When you are finished, click Save and Close to return to the list of templates.


7. Live Test Your Email


With Lead Manager Test Mode turned on, you can safely test your configured emails. For example, go to your locator or your lead form and submit a lead; automatic emails, including dynamic merge content and automatic routing, will be delivered to the addresses you specified when you turned on test mode.


8. Turn off Test Mode


When you are satisfied with your email configurations, turn off Lead Manager Test Mode. Your lead emails are now live.


NOTES for Specific Email Templates


New Lead

  • Automatically sent to the assigned location(s) when a lead is submitted via a web lead form.
  • To also send a copy of the email to the rep to whom the location is assigned, insert "[RepEmailAddress]" into the "To Address" field.
  • Activate this email via the form builder for specific lead forms. See Customize Lead Entry Forms for more information on the form builder.


Web Lead Thank You

  • Automatically sent to a web user who submits a lead from your website.
  • Use the "To" and "BCC" fields to also send to additional specific addresses other than the web user.
  • Activate this email via the form builder for specific lead forms. See Customize Lead Entry Forms for more information on the form builder.


Lead Import Thank You

  • Automatically sent to leads who are uploaded through the .CSV lead upload. See Import Leads via .CSV for information on importing leads.
  • Use the "To" and "BCC" fields to also send to additional specific addresses other than the lead.
  • Activate this email via the upload admin screen. See Import Leads via .CSV for more information on the .CSV lead upload.


Unassigned Lead

  • Sent only to the email address specified in the "To Address" and "BCC Address" fields when a lead can't be assigned to a location.


http://www.bullseyelocations.com/register/trialsignup?type=webpremium