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Configuring Lead Gen & CRM Marketing Content

Article: 000050672
Updated: July 11, 2024

An outline of the features you can set up within your Lead Gen & CRM account in order to effectively market to and engage with your leads

Lead Gen & CRM is a powerful customer relationship management (CRM) platform. Lead Gen & CRM provides many features that make it easy to market to and engage your leads, including dynamic emails that fit the persona of your customer, social media content that is easy to monitor and manage, landing pages, forms, and so much more!

To get the most out of Lead Gen & CRM, you will need to set it up, configure it, and customize it to best fit your needs.

Article Contents

 
Users:
Administrators 
Company Managers  
Marketing Managers  
Sales Managers  
Salespersons  
Jr. Salespersons  


Configuring Lead Gen & CRM Marketing Content

Note: Make sure you’ve properly set up your Lead Gen & CRM instance, including, filling out your company profile, inserting the Lead Gen & CRM tracking code into your website, and configuring DKIM and SPF settings.

If you have not yet completed your Lead Gen & CRM setup, read our Setting Up and Configuring Lead Gen & CRM article.

To set up and configure the various important features of Lead Gen & CRM, complete each of the following steps:

      1. Import contacts.

      2. Configure personas.

      3. Create a form.

      4. Create a landing webpage

5. Create an email.

6. Build a social listening feed.

7. Schedule your marketing initiatives.

8. Build your first campaign  

To get started with sales and account management, including opportunities, pipelines, and accounts, read Configuring Lead Gen & CRM Operations

 

Marketing Content Data Design

Strong marketing content relies on fully-realized contacts with well-thought-out custom fields and personas that are tailored to your industry and brand. Once configured, use dynamic content whenever possible to personalize landing pages, forms, and emails based on those personas and fields. 

Organize your lead activity and measure the success of your initiatives from the Campaign page. 

 


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