Utilizing your Personalized URL and QR code will ensure that all leads captured are automatically assigned to you.
Step 1:
Click on the profile icon in the top right, then click Settings.
Step 2:
Click on Personalized URL from the Marketing dropdown on the left side menu, then click +Create Personalized URL.
Step 3:
Enter your name as you would like it to appear at the end of your URL, then click Continue.
Step 4:
Click Confirm when the URL appears how you want it. Please keep in mind that it cannot be changed after confirmed.
Along with the Personalized URL, your QR code will also be automatically generated. Download your QR code by clicking Download QR code as image.
Step 5:
Choose the landing page from the dropdown menu that a lead will enter when they click on your Personalized URL or QR code.
The list of landing pages will come from those that have been created in the Landing Pages section of settings.
Step 6:
You can Preview the selected landing page as it will appear to a lead.
(Example of the Cash Offer Landing Page preview that was selected).
Step 7:
Click Save Changes.
