By setting include and exclude, you can determine whether a filter should exclude the respective data from the statistics or only restrict it to this filtered data. When should I set a filter to “Exclude”? If you want to display data and only want to exclude a certain part of…
You can also import data into a filter directly from a file using copy and paste to avoid the need for laborious manual input. How can I import data into a filter? If you select a filter rule that supports a data import, you will find the symbol for an…
There are different filter types in LeadLab. Complex filters, separate filters and fixed filters. Depending on what type of evaluation you need, a certain type of filter may be more useful than the others. Separate filters The separate filters are used most frequently. Here you enter a rule in a…
Containers allow you to combine several rules within a filter and link them to one or more other filter rules. What are containers needed for? Several characteristics of a website visitor are often considered important to identify a visitor as an interesting lead. (For example, a visitor can either have…
You can categorize recognized companies with markers. In LeadLab, markers are essential for the effective further qualification of leads. What markings are there? Standard markers are automatically generated for each account, which you can work with. You can view these in the side menu under Tools | Markers. You can…
With the reporting system in Leadlab, you can automatically send data to any e-mail recipient according to your own specifications. There are 5 different variants of reports. Report variants In LeadLab there are several ways to send leads to any recipient by e-mail. The following reporting options are available: Reports,…
With the standard reports, you can have all statistics and measured values sent automatically to several recipients in the desired file format. How do I create a standard report? You can create a report in the side menu under Tools | Reports. Click on “Add” to create a new report…
With a lead alert, you can have leads sent to you via a specially defined trigger. How do I create a lead alert? You can create a new lead alert in the More tools | Lead alert menu. Click on the blue plus symbol to create a new alert and…
Lead reports are intended for direct presentation in e-mails. Lead reports are sent in HTML format and can therefore be analyzed immediately. How do I create a lead report? You can create a new lead report in the More tools | Lead reports menu. Click on the blue plus symbol…
With the “Send leads” function, you can send interesting leads directly from the company overview to any recipient. How can I send leads directly? Sending one or more leads directly from the company overview works by selecting the “selection boxes” at the beginning of the respective row. A blue area…
An online report is a web-based report that redirects recipients to an online view that you have preconfigured. What can online reports be used for? You can send online reports to employees who should not be actively working in the solution. This is helpful if, for example, external service providers…
You can use reports not only to receive current data on a regular basis, but also to evaluate any period of time. We have described how to set up a standard report for you here. You have the option of generating each report for an individual time period. This function…
A scoring profile automatically evaluates company visits according to freely definable criteria. The aim is to obtain an improved assessment and qualification of visitor behavior. How do I set up a scoring profile? You can create, edit or delete a new scoring via the side menu under Tools | My…