Getting Started
How to set up your account in 5 minutes or less!
JJ Reynolds
Last Update hace 3 años
You just created your trial account and now you are wondering what is next!
🥳 You are in the right spot!
🔗 Connect Your Stripe Account
Head to "Manage Account" in your dashboard & you will find the API Key location.
In Stripe:
- Find the developer's section
- Create a Restricted Key with Read access to customers & charges.
In Lead Insight Pro:
- Paste the read access restricted key into your stripe integration
👆 Do A CSV Upload
Now that you have your revenue linked, head over to your CRM or database & export a list of the contacts & when they were created.
There is an entire help article just on this, view how to upload CSV
We want you to see the power of Lead Insight Pro 💪
Once you have that uploaded, you should be able to see the immediate results on the Analysis Tab
🥳 Set Up Automatic Lead Categorization/Collection
The best part about Lead Insight Pro is that you can automatically categorize leads by creating lead sources & adding it to your automation system.
We have an article on how to do this here
What you will want to do:
- Document all lead magnets or system entry points you have (lead magnets, trials, etc)
- Create unique lead sources for them
- Add them to your forms or CRM
Analyze
Your Analyze tab should start lighting up in minutes!
You will be able to easily see:
- How long revenue is taking
- Which lead magnets are performing the best
Wait for Your Webhooks
CSV uploads are great (you can manually do that once a month)
But if you can add the endpoints to your system processes you will see the real benefits!
Simply add webhooks and check back in a week to see how much revenue your leads are bringing in!
