The title might be off a bit, but if you sell online leads to your clients. There is a simple way of doing this without having to purchase expensive scripts and you can get the leads into your clients email account in minutes.
There are two ways of doing this.
The first way is with your contact form. Most contact forms allow you to send the email to multiple senders or CC multiple senders. Take advantage of that and send the email to yourself and to your client. This way you have a copy of all of the leads and you know what to bill your client.
The other way is with Outlook or a similar email program. Basically we’ll be creating a rule that will sort the emails out for us. The sorting can also be used with the contact form. You’ll understand as I explain it a little more.
Open up Outlook. I blurred out a lot of stuff (especially stuff that’s not necessary).
Screenshot of the Main Outlook Page
Go to Tools then scroll down to Rules and Alerts.
Outlook Rules and Alerts
Pick Rules and Alerts. Then click New Rule.
Rules and Alerts
New Rule in Outlook
Pick Start from a Blank Rule. Make sure Check Messages When They Arrive is highlighted. Click Next.
Creating a Blank Rule
Check with Specific Words in the Subject. Then click on Specific Words. Add whatever words the subject line are in the subject line of your lead capture form. For my example I picked, “Hot New Lead for XYZ Client.” Click Ok.
Specific Words in Outlook Rules
Click Next.
Hot New Lead for XYZ Client
I prefer to keep client leads in separate folders or apart from my normal emails. We also need to send those leads out to the client.
Click on Move a Copy to the Specified Folder. Click on Forward it to People or Distribution List.
Move Email and Forward it to Client
Click on people or distribution list. In the blank space next to where it says To – > write the email address of your client. Then click Ok.
Email to Field
Click on specified folder. Then click New (if you want to separate clients from your own email).
Specified Folder
If you clicked New type in your client’s name in the blank line. Then press Ok.
New Client Folder
Click Ok out of that. And once you’re back in the Rules Wizard. Click Next twice. Then if you have any leads already in your Inbox that you want to separate check Run this Rule Now on Messages Already in “Inbox”. Turn on This Rule should already be checked. Click Finish. Click Ok.
I’ve created a lead capture page just for this. It took 2 minutes so it’s not the prettiest.
Lead Capture Page
I’ll fill out the form and submit it.
Filled Out Capture Page
I check my email and there’s the email magically appearing in it’s own folder. It was also sent out to my client. At the end of the week I can bill him for all of the leads he received.
XYZ Client's Folder with the Lead
The Rules and Alerts system in Outlook is very powerful and easy to use. It can help you sort years of emails into nice and easy to find locations. You can setup these rules for any emails coming in or that are already in your Inbox. You can even setup rules per client and have emails sent and received from a particular client in a separate folder.
Experiment and play around with it. You’ll find the rules are very easy to create and it’s easy to customize to your needs.