Welcome 👋
To Get Your Account Started Do These 3 Things
Megan Weems
Last Update pre 2 godine
1. Integrate Your Stripe Account
Once you have logged into Lead Insight Pro and have your dashboard. Open another tab and login into your Stripe account.
➡️ Once you have logged into your Stripe account, click "Developers" in the upper right hand corner
➡️ Click on "API keys"
➡️ Click " + Restricted Key"
➡️ Create and name your restricted key with "Read" access to All Core Resources
➡️ Scroll to the bottom and click the purple "Save" button
➡️ Copy the API Key (add a note, if you want) and press "Save"
➡️ With you key copied now go to Lead Insight Pro App and click the "Manage Account" tab in bottom left corner.
➡️ Paste your key under Revenue Sources in "Stripe API Key" and click "Save"
Video Instruction 👇👇
👨💻 Now, you wait as Lead Insight Pro begins pulling in customers and charges (can take up to 1 hour).
2. Setup Your Lead Magnets Using Webhooks
Now, you have your Stripe account connected and you can get started setting up your lead magnets.
✅ Recommendation, make a list of all the ways people can enter your marketing automation tool and requires an email. Go to "How to Use Webhooks" for more information.
How to Add Lead Sources
➡️ Click on "Lead Sources" In upper left hand corner of LIP dashboard
➡️ Click blue button "Create New Lead Source" on right hand side
➡️ Name your Lead Source. We recommend your name includes "Lead Source Name" ➕ "Lead Source Type" ➕ "Paid ad or not (organic)".
➡️ Now when you need to integrate Zapier (or other) you have an Endpoint.
3. Adding Historical Data
If you want to analyze your businesses past lead performance, you can download a CSV from your CRM.
➡️ Go to "Add Leads Using A Static CSV" for more information.
You can now analyze the performance while your live endpoints start to pull in data.