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Lead Generation

Send personalised outreach emails to prospects, track replies and clicks, and convert interested leads into customers.

2 min read

Lead Generation (under Growth) is for reaching new prospects: personalised outreach emails, tracking who replies, and turning interested leads into customers. You need the Lead Generation permission.

#The page

Tiles: Leads, Emailed, Replied, Converted, Sent (30 days) and Open rate.

Good to know

Open rates are noisy, because many mail systems block open tracking. Trust replies and clicks more.

Tab Holds
Leads Your prospects, searchable, by status: New, Emailed, Replied, Converted, Unsubscribed, Bounced.
Templates Reusable emails.
Results Every send, with its status, opens, clicks and template.
Signature Your email signature.

#Adding a lead

  1. Press Add lead.
  2. Enter the Email (required), Contact name, Company and Notes.
  3. Press Save Lead.

Unsubscribed or bounced addresses cannot be added. If your account has the online store switched on, leads from store enquiries can carry the artwork sent with the enquiry.

#Setting up your signature

On the Signature tab, add Signature HTML and/or a Signature image, then press Save signature.

#Creating a template

  1. Press New template.
  2. Enter a Template name, Subject and Body (HTML).
  3. Use placeholders that fill in for each lead: {{first_name}}, {{name}}, {{company}} and {{email}}.
  4. Press Save Template.

#Sending an email

  1. On a New, Emailed or Replied lead, press Compose.
  2. Choose Start from template.
  3. Check the Subject.
  4. Write a ✍️ Personal opener: one specific line for this person.
  5. Edit the body.
  6. Under Product cards, search your base products and click to insert them.
  7. Check the Live preview.
  8. Press Send Email.

What happens:

  • It is sent at once from your normal sending address.
  • A postal address and an Unsubscribe link are always included.
  • Opens and clicks are tracked.
  • A New lead becomes Emailed.
  • Replies go to your normal inbox.

There is a daily cap per rolling 24 hours. If you reach it, you see "Daily send cap reached … Try again later."

#Bounces and history

  • On Results, mark a send as bounced to block that address.
  • Open a lead's History to see every send with opens, clicks and any failure reason.

#Converting a lead to a customer

  1. On the lead, press Convert.
  2. Enter a Customer code (1 to 9 letters or numbers), Customer name and Email.
  3. Press Convert.

This creates a customer with the lead as the account admin. No invite is sent. Invite them from Customers when you are ready.

#Deleting a lead

✕ deletes a lead and its history permanently. Leads do not go to the Graveyard.

#Common questions

I cannot add an address. It has unsubscribed or bounced.

Compose is missing. The lead is Converted, Unsubscribed or Bounced.

A send failed. The reason is in the lead's History. If it says email is not configured, contact platform support.

I hit the daily cap. Wait and try again later.

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