Getting Started

Campaigns, Workflows, Verticals: how to combine them in Xzazu?

Xzazu works with campaigns, workflows, verticals, categories, and even sources. How do they combine and how to use them for the best results. We look at this from lead buyers (#Buyer), lead generators (#Generator), account contract (#contract), reporting, and affiliate perspective. From the lead buyers perspective Let's start with verticals. Think of a vertical as a product your selling to your customers. So, for instance, solar-installation leads, car insurance leads, or home improvemen...

How-to's

In the different sections of this how-to, we are going to explain what are the steps to first start using Xzazu. - Campaign & Workflow (https://support.xzazu.com/498490-How-to-Campaign-and-Workflow) - Campaign (https://support.xzazu.com/498490-How-to-Campaign-and-Workflow#Campaign) - Workflow (https://support.xzazu.com/498490-How-to-Campaign-and-Workflow#Workflow) - Vertical (https://support.xzazu.com/498490-How-to-Campaign-and-Workflow#Vertical) - Fields (https://support.xzaz...

How-to: Campaign and Workflow

The Campaign and the Workflow are at the core of the Xzazu lead distribution. The Campaign is a way of collecting leads, e.g., a website(form) or a Facebook campaign. The Workflow defines the way you are collecting lead information and the way you want to distribute your leads. Create a campaign First, we have to navigate to the campaign overview screen by clicking the Campaign button, on the left of your screen below the Xzazu logo. Then we can add a campaign by clicking Add top left ...

How-to: Client

Let’s add the a client to the system. Select clients on the menu on the left of the screen. Every client has an Account and one or more Contracts. You can see both Accounts and Contracts as sub menu items. Account The account contains the financial information of your customer, like the billing address. Click on the "Clients" on the left of the screen to open the sub-selection. Then click on the "Accounts" under it to opem the account overview screen. Then click on "Add" on the top ba...

How-to: Create inbound leads

So, you have a Campaign (https://support.xzazu.com/498490-How-to-Campaign-and-Workflow#Campaign). You have a Workflow (https://support.xzazu.com/498490-How-to-Campaign-and-Workflow#Workflow). You added your 1st Client (https://support.xzazu.com/816069-How-to-Client), with an Account (https://support.xzazu.com/816069-How-to-Client#Account) and a Contract (https://support.xzazu.com/816069-How-to-Client#Contract). It’s time to send in your 1st lead and see what happens! 2Of course there are many...

Using Xzazu without campaigns and workflows

While we always suggest using Campaigns and Workflows, sometimes you just want to use Xzazu in a way with even less setup. The options for working with leads without a campaign are less flexible than in a workflow, but you have the following options: - Use a vertical or not - Auto distribute: if a lead comes in it will automatically be distributed to direct post contracts, for the vertical or without a vertical - Use auto-geocoding: You need to supply one or more address fields (City, ...

Subcategories