How To Manage Leads Sent To Claim Listings

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000007991

Imported Claim Listings often contain outdated or missing contact information. While Claim Listings help populate a directory and improve credibility, they may still receive inquiries and leads from visitors.

When a lead is submitted to a Claim Listing, the listing owner may never receive the notification if the email address on file is incorrect. This article explains the recommended process for managing leads sent to Claim Listings and converting those listings into active members.

In our Ultimate Guide On Claim Listings we explain that Claim Listings should be used primarily to give the website credibility and provide search results for the visitors.

Claim Listings can receive leads even if they have not been claimed by the business owner. In many cases, visitors discover these listings through search engines and submit inquiries directly through the directory website.

When this happens, it creates an opportunity to engage the business owner and encourage them to claim or activate their listing.

When a Claim Listing receives a lead the recommendation is to:

1. Search online for the business's current email address and phone number.

2. Update the listing with the correct contact information.

3. Move the listing to a separate membership level dedicated to Claim Listings that have received leads.

This makes it easier to identify and follow up with businesses that have already demonstrated interest from directory visitors.

After updating the listing's contact information, resend the lead notification from the Admin Dashboard.

This step is important because the original notification may have been sent to an outdated or invalid email address.

After resending the lead notification, contact the business owner directly.

The objectives of the call are:

• Confirm that the business owner received the lead notification email.

• Help them access their account.

• Encourage them to claim and manage their listing.

Since the lead notification email contains access to the member account, the business owner should immediately secure the account by updating the password.

During the call:

1. Ask the business owner to open the lead notification email.

2. Have them click the link included in the email.

3. Navigate to Account >> Change Password.

4. Assist them in creating a new password.

For detailed instructions, refer to:
Changing a Members Password

After the business owner has successfully accessed the account, manually move the member from the Claim Listing membership level to the appropriate active membership level.

This ensures the listing is no longer treated as an unclaimed profile.

If the business owner is not interested in managing the listing:

• Remove the listing from the directory.

• Follow up with the lead submitter.

• Offer to connect them with alternative businesses listed on the website.

Important Note: Claim listing emails with that contain only numbers @ the Email Domain of the site will not be  automatically matched to lead emails. (E.g: 1234@yoursite.com)

To resend a lead access Interactions >> Member Leads >> Find the lead, click on Actions >> Match Lead

Scroll down and look for Matched Members, hover the mouse on top of the Name of the member and click on Send Lead Preview Email.