The Complete Leads Distribution Training

Video 1: 7 Ways to Distribute Your Leads Video 2: Distribution Rules and Decision Tree Setup Video 3: How to Randomly Distribute Leads Video 4: How to Sequentially Distribute Leads (round robin) Video 5: How to Distribute Leads Based on Responses & Answers. Video 6: How to Setup Notifications To Control The Number of Leads […]

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How to Use the API Node

In this short video you’ll learn how to use the API node. Here’s an example of one of the many use-cases… “I want to integrate leads with a dialing system that requires 2 step integration.  In the first step we send username and password and get a token, that token is then used in the […]

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Decision Trees On Convertri

https://www.convertri.com/ Users who are using Convertri will noticed their decision trees do not display too well or in cases gives a blank screen on the 2nd node. This is a known issue with Convertri. The parent element that holds the decision tree embed code, has a position absolute in css. This will break the layout […]

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How to capture and display Date and Time

1. First create custom fields To create a custom Date field: Create a new custom field Give it a variable name (eg. date) Give it a label (eg. Date) Select date as the type Enable the visibility For example: To create a custom Time field: Create a new custom field Give it a variable name […]

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LeadsHook: How to Get Answers & Help

There are 6 ways to get help and join the conversations around LeadsHook All of the help options are available from inside LeadsHook… 1 Create a Support Ticket from inside LeadsHook as shown below: 2 Get Answers from the LeadsHook Knowledge Base (this website) 3 Gain Specialized Marketing & LeadsHook Training from our Training & […]

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How to Add Date & Time to Your Decision Tree

In this article you’ll learn how to add date and time to your decision tree. Here’s what date and time… How to Setup Date & Time in Your Decision Tree Step 1: Create a text custom field. Step 2: You can add a date and/or time inside any text editor available in most nodes inside […]

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How to always restart the decision tree from the first node.

Introduction In this article, we will learn how to always restart the decision tree from the first node. This is useful when you are using the decision tree as a chatbot or in an offline environment. Local storage is ignored. When the page is refreshed, your decision tree will start from the first node. Default […]

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Distribute Leads Using Your Own SMTP Using Email Notification Node

Watch this video to setup as many SMTP email servers as you want. And, then add as many Email Notification Nodes into your decision tree as you want. When Using Google or G-Suite Please note: Google security will give issues since LeadsHook IP address will be different when accessing Gmail or G-Suite mail servers. So […]

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