To create any new site conversion tool in PSAI, you'll first need to enter some basic settings. These settings must be established whenever you first create a new tool, but you can also edit the settings of an existing site tool at any time.
These settings are located under the Settings tab.
This article will look at each setting on this page individually.
Marketing Source Name
The first setting is for the name. In this field, give a custom name to your site tool. The more specific and clear your name is, the easier it will be to keep track of where your leads are coming from.
The name you choose here will be shown in the Com Portal as the source associated with the lead (shown below).
Site Tool Type (Read Only)
The next setting, Site Tool Type, is a read-only field that shows you which type of site tool you are currently editing. (Once you've created your site tool, you cannot change the type.)
In this field, you'll add the website(s) where your site tool will appear. This would usually include your company's main website, plus any other sister sites or other marketing sites you use.
Once you start typing, PSAI will automatically suggest the website URL saved to your PSAI company settings. Hit enter to accept the suggestion, or keep typing if you are adding a different website.
In this field, add all email addresses that you would like to be notified whenever a lead is submitted. You can add as many email addresses as you like, separated by commas. (These email addresses can belong to PSAI users, but they do not have to.)
As you begin to type an email address, PSAI will suggest email addresses from your list of PSAI users. Hit enter to add the suggested email address, and hit backspace or the X to delete one.
You can change your lead notifications any time by returning to this page.
In this field, you can add up to 3 cell phone numbers to receive automatic SMS notifications whenever a lead comes in through this specific site tool.
Just like email addresses, PSAI will suggest phone numbers to you based on the numbers you have saved in your individual PSAI User accounts. Learn how to save a phone number here.
Wondering about the option for Endpoints on this page? Learn more about why and how to use endpoints here.