How to create a lead from a social media conversation

When customers message your social page (for example your Facebook page) and the page is connected to Viindoo Social Marketing, the conversation arrives in Discuss. Type /social_lead followed by a title in that conversation: Viindoo creates a lead in CRM with the whole conversation, the customer if known, and your social page as the source.

Who

Staff who answer social page messages (they also need a Sales access right to open the lead).

App

Social Marketing, Discuss and CRM

Before you start

How do I create a lead from a social conversation?

  1. When a customer messages your social page, open the conversation in Discuss.

    Social page conversation shown in Viindoo Discuss

  2. When the customer has a real need, type /social_lead then a space and a title, for example /social_lead Quotation for 5 motorbikes, and press Enter.

    The /social_lead command with a lead title in a social conversation

  3. Viindoo answers in the conversation (only you see it) Created a new lead: with a link to the lead.

What is saved in the lead?

  • Title: the text after /social_lead.

  • Internal Notes: the conversation, message by message.

  • Customer: the person who wrote, if Viindoo knows them as a contact.

  • Source: your social page, for example Facebook Viindoo Store, created automatically the first time.

  • Referred By: the person who created the lead.

  • Salesperson and Sales Team: empty, assign them yourself.

Common errors

Message or problem

What to do

You cannot generate leads from non-social chat channels with this command

/social_lead only works in conversations coming from a social page. In a website live chat, use /lead (see How to create a lead from a live chat conversation).

Typing /social_lead only shows Create a new lead (/social_lead <lead title>).

Add a title after the command.

Next steps