A converted lead is a member of a custom audience list, was targeted in at least one active campaign, saw your ad, was compelled to click and fill out a form to access your offer.
What now? For starters, all converted leads from your active campaigns can be seen and reviewed on the Converted Leads tab within the platform.
Upon review, you may only see the lead information associated with the fields on your form and tracking information. This just means that the lead is yet to be enriched. Enrichment will give you additional contact information such as LinkedIn profile URLs, business emails, and business phone numbers that are pushed to your Marketing Automation platform.
Want to check out the leads on a spreadsheet or not using Marketo or HubSpot? No worries, you can easily export the list right from the platform.
Remember when you connected your Marketo/HubSpot account to the platform? Did you accurately associate our fields with the fields on your Marketing Automation platform? If so, when you click 'Send to Marketing Automation Tool', all of those fields will be updated with all of the detail included on the Converted Leads tab. If you didn't, go back and accurately map the fields to make sure the sync is seamless.
A couple of additional points:
- Be sure to check the Converted Leads tab daily when you are running active campaigns to push the enriched leads to your Marketing Automation platform to start the nurturing and sales process.
- Users have the ability to 'Search' for specific leads. This is a great feature for when you have multiple pages of leads and want to see if a contact from a specific target company has converted.