Simple. Affordable. Complete.

What is Lead Capturing and Where Do I Begin?



One of the most basic objectives of digital marketing is to convert more leads to customers. The first step in accomplishing this is to first acquire those leads. The simplest way to do this is by getting a lead’s information– namely their email, telephone number, and of course, their name. Reality is, the two most essential elements on any webpage are the lead-capture form and landing pages. Landing pages provide leads with offers in return for their contact information, which is submitted using the lead-capture contact form.  These elements are most efficiently and easily created through the use of automated marketing software.


What is Lead Capturing? 

Lead capturing is the process of pointing leads towards the information they are looking for and guiding them further down the sales funnel. Lead capturing is most efficiently done when paired with:

  • A User-friendly website
  • Creative content curation
  • Well-designed landing pages (link to IB landing page post)
  • An irresistible offer
  • A follow-up system
  • Conversion data

When an interested prospect wants more information about your product or company, it’s time to bust out your handy-dandy lead capture management system. 


What is a Lead Management System? 

A lead management targets a specific lead group with a landing page and a clear call-to-action. This system then follows up with the customer using automated follow-up emails, which tracked with an analytic system. 

The free, all-in-one Inbound Brew plugin has a built-in lead management system making this process very simple and easy to use!

To begin using the lead manage tool, select the “Leads” from your main navigation bar.


Screen Shot 2016-12-09 at 3.07.27 PM


Add New Leads

From the Lead Management tab you can manually input a new lead by selecting the blue “New Lead” button in the top left corner. From this screen you can upload a lead’s picture and input their information, add custom fields, input notes, assign them to an employee, and more.

Screen Shot 2016-12-09 at 3.12.22 PM


Manage Existing Leads

If you have a custom form on your website, your lead’s information will be automatically imported into the Inbound Brew lead management system. From the main screen, you will be able to see a list of all of your leads including their name, lead type, date added, and the date of last activity.

To view a lead’s profile and basic information, click on the eye icon. To archive the lead, click the mailbox button. If you’d like to call, email, or make a note about a lead, click the “+” button and select your action.

You can also view a chronological timeline of activity between a lead and your company, such as emails sent and contact forms submitted. To view a user’s history, simply click the down arrow to the far right of their name.


Organize Your Leads

Organizing and sorting your leads is a simple process with Inbound Brew and can be accessed at the top left of your lead database. Clicking on the funnel will allow you to sort and view your leads using filter(s) by city, lead type, email address, and more.


Screen Shot 2016-12-09 at 5.04.30 PM


To rearrange the display of your lead home screen or to customize the display categories, simply click the eye icon to the right of the filter icon. From there you can check or uncheck columns for display. You can also reorder the table by simply dragging the category name to your desired placement.


Ready for a refresher course on lead capturing? Read this blog post!


Download Inbound Brew  Learn How to Use The Plugin



Leave a Reply

Your email address will not be published.

Name *