Make sure no RFP slips by unnoticed by adding lead catchers. These chosen few will get an email every time the property receives a lead, the planner updates an RFP, a lead you qualify for is posted to the showcase, a due date looms, or business is won. If the lead catcher you name is also a user, this information will be linked automatically.
1 Access your contacts. Begin by selecting Venues from the blue navigation bar.
Open a venue's profile by clicking its name. Under Section Links on the left, click Lead Catchers.
2 Add contact info. Click Add Lead Catcher.
|NOTE: Don't see this button? Ask your administrator to give you full access to Lead Catchers. Go to Admin > Users > Manage > User Roles, select the role you want to update, then select the Venues & Services tab to provide the permission. |
Enter the lead catcher's name, email, and phone number. Scroll down to the RFP Options section and ensure the box is checked beside "Email this lead catcher when a new RFP is sent to this venue."
Is logging in just to view an RFP too much work? Check the box next to "Include a link to a PDF file of the RFP" and your lead catchers can open it straight from the email.
3 Configure Showcase notifications. If a planner posts their RFP to the showcase and your venue would be a good fit, your lead catcher receives a notification. You can deactivate these emails by unchecking the box beside "Send Showcase emails to this lead catcher for Showcase RFPs." Alternatively, you can set up a lead catcher just to receive showcase notifications by checking this box and unchecking the one above.
Only want this lead catcher purchasing RFPs for large groups? Limit which Showcase notifications make it to their inbox by setting up an Advanced Filter. In the example below, this lead catcher will only be notified when RFPs with more than 500 peak room nights and 90,000 square feet of meeting space are posted.
4 Jot down notes, if necessary. You can also add internal notes about this lead catcher in the Additional Information box.
Once you're done, click Save. The next lead will be on its way to an inbox near you.