Generating and managing leads (Merchant)

Leads are useful to help you collect the details of interested customers and start a conversation.

A lead is any person who indicates interest in your product or service. In the Brikl platform, you'll receive leads from any forms you add to your product page or Design Studio.

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How to add a lead form?

How are leads generated?

How are leads managed?

How to add a lead form to your MicroStore?

Add a lead form to the product page

Go to Dashboard > Catalog > Product > (select product) > (select "Show request for quotation in the product page"). Read more in this article

  • Dashboard

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  • Storefront (Product Page)

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Add a lead form to the Design Studio

Go to Dashboard > Design > Design Studio > Studio Settings > Design Steps > (select "

Show request for quotation form")
  • Dashboard (Design Studio)
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  • Storefront (Design Studio)

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How are leads generated? 

Leads can be generated from the Product Page or from the Design Studio
  • Product page

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  • Design Studio

createlead

 

How are leads managed?

To view your leads, go to the dashboard then Leads.

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The lead details page lets you access all the information submitted by the customer. You can download the design specifications (tech pack) and review the design in the Design Room.
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