To set up your Lead Toolbox account:

1. Sign up at the Lead Toolbox registration page (found under subscriptions on our website).

2. Add your company information (name, logo, contact info).

3. Connect your email, phone number, and other business details.

4. Customize your profile and preferences in the "Settings" section.

5. Invite team members by navigating to the “Team” section and sending invites.

To integrate your email:

1. Go to "Settings" > "Email Integrations."

2. Choose your email provider (e.g., Gmail, Outlook, SMTP).

3. Enter your email credentials or API keys as required by the provider.

4. Test the connection to ensure it’s working properly.

To create a new funnel:

1. Go to the "Funnels" section from the main dashboard.

2. Click on the “+ Create Funnel” button.

3. Choose a template or start from scratch.

4. Add your funnel steps (e.g., landing page, thank you page, etc.).

5. Customize your pages by editing text, images, and forms.

6. Save and activate the funnel when you’re ready to launch.

Yes! To automate lead follow-up:

1. Go to “Automation” from the dashboard.

2. Click on "Create Workflow." Select triggers for your workflow (e.g., when a lead fills out a form).

3. Add actions such as sending an email, SMS, or task reminders.

4. Customize the message templates for each step.

5. Activate the workflow and let Lead Toolbox handle follow-ups automatically.  

To create custom tags:

1. Go to "Contacts" from the main menu.

2. Select the contact or contacts you want to tag.

3. Click on the "Add Tag" button in the contact profile.

4. Type the name of the tag you want to add (e.g., "New Lead," "Quoted").

5. Save the tag and use it for organising leads and filtering contacts in the future.

To set up SMS campaigns:

1. Go to “Campaigns” from the main dashboard.

2. Click “Create Campaign” and choose "SMS."

3. Create the message you want to send to your leads.

4. Define the audience for your SMS (e.g., segment by tags or lists).

5. Set the sending schedule and activate the campaign.

6. Track performance via the reporting section to optimize future campaigns.

To track funnel performance:

1. Go to the "Funnel" section.

2. Click on the funnel you want to track.

3. Review key metrics such as conversions, views, and form submissions.

4. Use the "Analytics" tab for detailed insights on each step of your funnel.

5. Adjust your funnel based on the performance data to improve results.

To add custom fields:

1. Go to “Funnels” and select the funnel where you want to edit the form.

2. Open the landing page editor and select the form.

3. Click on "Add Field" and choose the field type (text, dropdown, checkbox, etc.).

4. Customize the field label and other settings.

5. Save the changes and update the funnel.

To import contacts:

1. Go to "Contacts" in the main menu.

2. Click on “Import Contacts.” Select your file (CSV or Excel format).

3. Map the columns from your file to Lead Toolbox fields (e.g., name, email, phone number).

4. Review the import and click “Start Import.”

5. Your contacts will now be available in the system.

To set up a booking calendar:

1. Go to “Calendars” from the dashboard.

2. Click “Create New Calendar.”

3. Set up your availability (e.g., hours, time zone).

4. Integrate with your Google Calendar or use the built-in calendar feature.

5. Create custom booking links and share them with leads or clients.

6. Leads can now schedule appointments directly through your calendar link.

To manage team access:

1. Go to "Settings" and click "Team."

2. Add new users or edit existing roles.

3. Assign permissions to each user (e.g., admin, editor, viewer).

4. Review and adjust access to certain features and tools based on roles.

5. Save changes to ensure your team has the appropriate level of access.

To set up email drip campaigns:

1. Go to the "Automation" section from the dashhboard.

2. Click "Create Workflow" and select "Email Campaign.

3. "Choose the trigger (e.g., when a lead submits a form or enters your funnel).

4. Add a series of emails that will be sent over a period of time.

5. Customize the email content using templates or custom designs.

6. Set the schedule for when emails should be sent (e.g., immediately, 1 day after trigger, etc.).

7. Activate the campaign and monitor engagement through reports.

To set up automated social media posting:

1. Go to the "Social Media" section from the dashboard.

2. Connect your social media accounts (Facebook, Instagram, LinkedIn, etc.).

3. Create a new post or schedule content by selecting the desired platform.

4. Use the built-in content calendar to schedule posts for specific times and dates.

5. Track the performance of each post via engagement metrics (likes, shares, comments, etc.).

6. Automate recurring posts for consistent content delivery.

To monitor email deliverability:

1. Go to "Reports" > "Email Campaigns.

2. "Select the email campaign you want to review.

3. Check metrics such as open rates, click-through rates (CTR), bounce rates, and unsubscribe rates.

4. Use the “Deliverability” tab to identify any issues with inbox delivery.

5. Review and update email content or warm-up practices if you’re experiencing high bounce rates.

6. Ensure your email sending domain is properly authenticated (SPF, DKIM, etc.) to improve deliverability.

To set up tracking:

1. Go to "Settings" > "Tracking Code."

2. Copy the tracking code provided by Lead Toolbox.

3. Paste the tracking code into the header or footer of your website or landing pages.

4. If using Google Analytics or another tool, enter your tracking ID into the appropriate field.

5. Monitor website activity and conversions through the "Analytics" section of the platform.

To cancel your subscription:

1. Go to "Settings" > "Billing."

2. Select the "Cancel Subscription" option.

3. Follow the prompts to confirm cancellation.

4. You’ll receive a confirmation email once the cancellation is processed.

To get support:

1. You can fill out the form below with your query and we will be in touch shortly.

2. Alternatively, you can book am support call using the calendar beow.

3. If you need direct support, use the live chat feature available in the bottom right corner of the screen and reply support and one of our team will jump on as soon as they are available.