Generating Leads

So you’ve got a nice looking website, you’re maintaining a blog, and you’ve gotten a bunch of “likes” on Facebook.
Great job!  Now how is this supposed to help again? 

In order to convert traffic you generate on the web into actual leads, you need to make it as easy as possible for your potential customers to contact you and provide usable information. A great way to do this is to embed what we at Zen Planner call a “Request Info” form into strategic locations on your company website and Facebook page. 

 mwa_fb_info_tab.png    mwa_fb_form.png


Here’s a step-by-step guide to creating a custom form that provides potential customers a quick way to submit their information, and simultaneously be added to your Prospects list in Zen Planner. 

Customizing Registration Options

Let’s start by checking out your Registration Options.  Just go to Setup>Member Connect>Registration Options. 

Today, we’ll stick to the Prospects tab.  You can see each of your programs listed and you will be able to create a different registration form for each of one. 



Go ahead and click on the program you’d like to create a Request Info form for.  Under “Form Fields” you will see all of your people fields (premade & custom) listed out.  Just check the box next to the fields you want to include on your form.  If you want to add your own custom fields to the form, you can, and we'll get to that in a minute.



The “Tracking Codes” tab allows you to automatically label anyone who fills out the form so that we can effectively manage the leads we’re creating. 



Provide an “Introduction” if you’d like to say something above the Form Fields. 



Creating Custom Fields

You're halfway there! Now let’s create some Custom Fields so you can ask your potential customers for the information you need!

Note: Adding custom fields to your registration form is totally optional. If you’re cool with Name/Email/Phone, go ahead and embed that sucker! Click here to learn to jump straight to how to embed.

Let’s click on your Setup Icon, and go to Database Tools>Custom Fields.

Since we’re asking for personal info, we're going to stick to the “People” tab.

 Here, you can click Add a Custom Field and create questions of your own. 

Once you’ve added the questions you’d like to ask, let’s go back to Registration Options and select our Program again.  Now, you’ll see the Custom Fields you’ve just created. Check the boxes next to them and save your changes.


Putting It All Together

All right! Let’s see what this bad boy looks like on your member connect site.  If you forgot the link to your member connect site you can find it under Setup > Member Connect > Appearance > Location

Cool! If you’ve got a fancy web designer, you can point to where you want this to show up on your company website or Facebook page, and they can copy and paste it right in there!

If you’re embedding this yourself and need help, click here to use the guide to embedding

As always, if you have questions along the way, feel free to give the Customer Advocate team a shout.  You can call them at 866-541-3570 (M-F, 7a-7p mountain time), or email them at

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