Welcome to the quick start guide for Leadin. We also have tutorial video s located in the members area for more of a in depth look at the software.

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Duane Harrison
5 years ago
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1 Welcome to the quick start guide for Leadin. We also have tutorial video s located in the members area for more of a in depth look at the software. The software is a web based application that will help you build competitions, contest, sweepstakes and rewards. What is unique about Leadin is that it has a in built CMS system. The CMS system allows you to manage the leads you build.

The Dashboard The dashboard is the first thing you see when you login to Leadin The dashboard contains two graphs leads in progress and average time spent on page.

2 The Dashboard The dashboard is the first thing you see when you login to Leadin The dashboard contains two graphs leads in progress and average time spent on page. Leads in progress show you the amount of leads you are bringing in over a fixed period of time. Average time of page is how long your visitors are spending on either your rewards or competitions. NOTE: Updates to these will include a searchable graph and allow you to search via certain competitions and rewards. It also includes a live update this gives you a look at how well your offers are doing with actions and leads you are bringing in.

3 On the dashboard you also have profile settings. In this section you need to set your name and this is extremely important as the name and will be used in any outgoing s such as refer a friend. Refer a friend will not work without setting this first. Also here is the message section here you need to set the message that you want to be added to refer a friend and any other outgoing automatic messages. We also have auto responder settings. We have five different auto responders already set. To make these work all you need to do is add in a form for the list you wish to use. The form must have no css or scripts. We also have the first auto responder api s set and this is Getresponse. Find your api from inside your Getresponse dashboard and add it here and save.

Then when using auto responders in either your rewards or competitions and you wish to use Getresponse you can either use the api or self added forms. API s will work better than forms.

4 Then when using auto responders in either your rewards or competitions and you wish to use Getresponse you can either use the api or self added forms. API s will work better than forms. NOTE: Over the next few weeks all self hosted forms will be changed to apis. Affiliate Settings Our software comes with an inbuilt affiliate program. Each user is automatically added and any competitions and rewards you use will automatically be embedded with your affiliate code. Our affiliate program will not go live until the 1 st August until after the beta launch of Leadin. All affiliate payment are paid at 50% and are paid 30 days after the end of the calendar month the payment was made in.

5 For example if a visitor joined up through your link on the 10 th August you would be paid on the 30 th September via Paypal. Competition Settings There are three easy steps for setting up competitions. Step One. First you need to choose a name for your competition something that you remember and can tag to the product or offering. Choose a start and end date and set the date to which ever time zone you wish. Terms and conditions are added by default. Now in this section we suggest you alter to fit the law of the country that you reside in. If in doubt please consult a legal professional. Next set how you wish the users to login to your competition you can choose from Twitter, Facebook and . You can delete any ones that you do not wish to use.

6 Next if you wish to use a auto responder please add the server you wish. But please note you must have already entered these details into the profile settings page. Next add a Facebook page in if you wish this gives extra viral traction to Facebook pages you are looking to drive visitors and likes to. In the next section you can restrict countries that you do not wish to enter. For example your competition may only be available in the UK so make sure you disable all other countries. Next set any age restrictions for your competition. Hit save and the first section is done. Step Two. Next you have the viral actions you can add. These are the ways that you drive viral traffic to your sites or social profiles. In here you can assign 1-5 points to each action as

7 well. More points you attach more chance that visitor has of winning if they complete the action. Refer a friend. Add in the message and hit save. Tweet a message. Add the message you want the visitor to Tweet a link back to the competition will automatically be added. Follow someone on Twitter. Add in the Twitter name you wish the user to follow on Twitter. Visit a Facebook page. Add in the Facebook page you wish the visitor to go to. Pin a image on Pinterest. Add in a image that you wish to have pinned on Pinterest. Follow Pinterest account. Add in the username of the account you want to have followed on Pinterest. Post on Tumblr. Add a post that you wish the visitor to post on their Tumblr account. Follow on Instragram. Add the account you wish the visitor to follow on Instragram. Answer a Question. Add a question that you want to know the answer to. Could be what is your favourite dieting site etc. Answer multiple Choice. You can add and let the user pick from multiple choice answers. Watch a Video. In here you can add a video that your user has to watch before completing the action.

8 Subscribe to a Newsletter. Add a newsletter to subscribe to plus a thank you page. Visit a Url. Add a url the visitor must visit. Subscribe to a Youtube Channel. Add in the channel you wish the visitor to subscribe to. Hit save and the actions will be save to the competition. Please not all these actions are not available in the basic all are available in the pro version. Step Three In the third section you need to set the action that you wish the user to take before being eligible to enter the competition. For example if you have three actions with a total points value of 20, here you may set 10 and that means the visitor has to complete half the actions before being able to be entered.

9 Name and description please add in your name and description this will be used in any sharing action. Then you have the prize builder we have two options here the basic and the custom builder. The basic has options for both just images, images and text and video but the dimensions and how they are positioned are pretty set. But in the custom builder you can add more options in.

10 In the first section you have options to add in headers which are fully customisable, text blocks as well. You can add a Youtube video directly into the competition. You can also add layers and dividers.

11 Also one very nice feature is the ability to add a counter, this is tied to what ever time you set the competition to close. You can add images in but you must upload the images into the images section first. This becomes a gallery of all images you have used. Then lastly we have custom color themes that you can use or you can build your own. Hit save and the competition is ready to be used. Step Four Pro Version Only This is where the software stands out from the crowd. In the first section you can drop in your retargeting pixel from either Perfect Audience or Facebook. You can then retarget all visitors to your competitions. HTML snippet this is a snippet of code/text/images that will open after the user has completed a set number of action which you set from this section.

12 Next we have the winners and losers s please add the s that you wish to be sent out to both winners and losers. In here you can add a link where you want your losers to be redirected to.

13 Running Competitions In this section you can get what you need to make your competition live. Get code is the code that you need to embed on your Wordpress site. Add to Facebook this will add the competition direct to the Facebook page you wish. The link is the direct link for the competition this will use your sub domain if it has already been set. You can also edit and delete competitions in this window. There is also a snapshot of visitors to the competition. The contacts section in the part will take you direct to the contacts who have signed up using that competition.

Reward Settings There are three easy steps for setting up rewards. Step One. First you need to choose a name for your reward something that you remember and can tag to the product or offering.

14 Reward Settings There are three easy steps for setting up rewards. Step One. First you need to choose a name for your reward something that you remember and can tag to the product or offering. Choose a start and end date and set the date to which ever time zone you wish. Terms and conditions are added by default. Now in this section we suggest you alter to fit the law of the country that you reside in. If in doubt please consult a legal professional. Next set how you wish the users to login to your reward you can choose from Twitter, Facebook and . You can delete any ones that you do not wish to use. Next if you wish to use a auto responder please add the server you wish. But please note you must have already entered these details into the profile settings page.

15 Next add a Facebook page in if you wish this gives extra viral traction to Facebook pages you are looking to drive visitors and likes to. In the next section you can restrict countries that you do not wish to enter. For example your reward may only be available in the UK so make sure you disable all other countries. Next set any age restrictions for your reward. Hit save and the first section is done. Step Two. Next you have the viral actions you can add. These are the ways that you drive viral traffic to your sites or social profiles. In here you can assign 1-5 points to each action as well. More points you attach more chance that visitor has of winning if they complete the action. Refer a friend. Add in the message and hit save.

16 Tweet a message. Add the message you want the visitor to Tweet a link back to the reward will automatically be added. Follow someone on Twitter. Add in the Twitter name you wish the user to follow on Twitter. Visit a Facebook page. Add in the Facebook page you wish the visitor to go to. Pin a image on Pinterest. Add in a image that you wish to have pinned on Pinterest. Follow Pinterest account. Add in the username of the account you want to have followed on Pinterest. Post on Tumblr. Add a post that you wish the visitor to post on their Tumblr account. Follow on Instragram. Add the account you wish the visitor to follow on Instragram. Answer a Question. Add a question that you want to know the answer to. Could be what is your favourite dieting site etc. Answer multiple Choice. You can add and let the user pick from multiple choice answers. Watch a Video. In here you can add a video that your user has to watch before completing the action. Subscribe to a Newsletter. Add a newsletter to subscribe to plus a thank you page. Visit a Url. Add a url the visitor must visit.

17 Subscribe to a Youtube Channel. Add in the channel you wish the visitor to subscribe to. Hit save and the actions will be saved to the reward. Please not all these actions are not available in the basic all are available in the pro version. Step Three In the third section you need to set the action that you wish the user to take before being eligible to enter the reward. For example if you have three actions with a total points value of 20, here you may set 10 and that means the visitor has to complete half the actions before being able to be entered. Name and description please add in your name and description this will be used in any sharing action. Then you have the prize builder we have two options here the basic and the custom builder.

18 The basic has options for both just images, images and text and video but the dimensions and how they are positioned are pretty set. But in the custom builder you can add more options in.

19 In the first section you have options to add in headers which are fully customisable, text blocks as well. You can add a Youtube video directly into the competition. You can also add layers and dividers. Also one very nice feature is the ability to add a counter, this is tied to what ever time you set the rewards to close. You can add images in but you must upload the images into the images section first. This becomes a gallery of all images you have used. Then lastly we have custom color themes that you can use or you can build your own. Hit save and the competition is ready to be used. Step Four Pro Version Only

20 This is where the software stands out from the crowd. In the first section you can drop in your retargeting pixel from either Perfect Audience or Facebook. You can then retarget all visitors to your rewards. HTML snippet this is a snippet of code/text/images that will open after the user has completed a set number of actions which you set from this section.

Running Rewards In this section you can get what you need to make your reward live. Get code is the code that you need to embed on your Wordpress site.

21 Running Rewards In this section you can get what you need to make your reward live. Get code is the code that you need to embed on your Wordpress site. Add to Facebook this will add the reward direct to the Facebook page you wish. The link is the direct link for the reward this will use your sub domain if it has already been set. You can also edit and delete rewards in this window. There is also a snapshot of visitors to the reward. The contacts section in the part will take you direct to the contacts who have signed up using that reward.

22 Contact Section In the contacts section you can see every leads that any of your rewards or competitions have brought in. You see the name and plus any social data that they used. Plus you can even see the location. In this section you can search by competition/reward name to segment the users. You can export segments or the whole database.

23 In the profile section you see a GEO map of the lead, social data user details s and any actions they have took. Also any images they have online of themselves.

24 Settings In here you can set a custom domain which will be a sub domain of leadin. So for example you could add. Yourname and your custom link would be yourname.leadin.io NOTE: In the next few weeks we are adding domain masking here

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