ContactUs.com Screenshots (August 2014)
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Transcript of ContactUs.com Screenshots (August 2014)
Main Dashboard
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Account Activity Feed
Latest Leads & Calls
Visitor Stats
Forms: Form Builder – Field Selector
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Forms: Form Builder > CSS Editor (Visual Editor)
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Visual Editor for design customization to non‐CSS developers.
Forms: Form Builder > CSS Editor (Code Editor)
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Code Editor for web developers.
Forms: Supported Integrations
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Example of Integration Set‐Up
List of Available Integrations
Forms: Google Analytics Integration
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Google Analytics Code for Form View
Google Analytics Code for Form Submission
Forms: Proactive Form Triggers
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Also has Exit Intent triggers for paid users to open forms or messaging automatically when an exit intend is detected
Enables ContactUs.com paid users to apply rules used in proactively showing the lead‐capture experience on the website.
Calendar: Appointment Scheduling Form
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Calendar: Edit Appointment Rules
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Calendar: Google Calendar Sync
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Chat: Chat Agent Interface
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Lead Management Fields
Contacts: Lead List View
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Lead Source Disposition Status
Contacts: Lead Detail – Activity Feed
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Activity Feed
Lead Summary Panel
Contacts: Lead Detail – Notes Module
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Manually‐Added User Notes
Contacts: Lead Detail – 2-Way Email
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Review Older Messages
Compose a New Message
Contacts: Lead Detail – Data Fields
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Contacts: Lead Detail – Tracking History
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Provides individual‐level data allowing salespeople to see the on‐site click behavior over the lifetime of a lead.
Onsite Browsing History
Session Details
Contacts: Manage Custom Disposition Statuses
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Lead Statuses are used to sort, prioritize and track your leads. You can use the default statuses in our system, or add and edit the disposition
lead statuses for leads and contacts in your account.
Calls: Phone Campaign List View
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This interface is used to create tracking campaigns and assign phone numbers to them.
Calls: Phone # Ordering & Assignment
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This interface is used to order new phone numbers for Phone Campaigns.