Register leads
You can register new leads individually.
If the same e-mail address is already registered, you cannot register a new one by registering a lead.
If you want to overwrite the same email address, search for the lead you want to change from the [Find Lead] page and update the information from [Lead Details].
Lead information
| [Required]Last name | Required input items Set the name of the lead. |
|---|---|
| [Required]E-mail address | Required input items Set the lead email address. |
| [Optional] Date of birth | Optional input item You can set the lead's date of birth. * "Age" is automatically calculated based on the date of birth, but this is because information is not stored in the database on BowNow. Please note that it cannot be used for CSV import/export. |
Please note that there are character restrictions for each item.
| Last name / first name | Up to 50 characters |
|---|---|
| Last name / first name (phonetic) | Up to 50 characters |
| E-mail address |
Within 6 to 255 characters |
| Company / organization name | Up to 255 characters |
| Telephone / FAX / Mobile number | Up to 50 characters |
| Department / Job title | Up to 200 characters |
| Zip Code | Up to 10 characters (Valid zip code only) |
| Municipality / Address 1 / Address 2 | Up to 100 characters |
| Website | Up to 255 characters (Enter URL starting with http, https) |
About selection of affiliated company
If you already belong to a company whose company information is tracked on the [Company Management] page, you can select it by checking "Select a registered company".
When you select a company, the "company / organization name" and "phone number" are automatically registered.
Custom item information
Please note that there are character restrictions for each item.
| Text input (single line) |
Up to 255 characters |
|---|---|
| Text input (multiple lines) |
Up to 1000 characters |
| URL | Up to 255 characters |
Delivery status
| Distribute Emails | You can select whether you want to receive the mail or reject it. * If the lead does not agree with the required items (confirmation of consent for mail delivery) when registering the form, it will be changed to refusal. |
|---|---|
| Old mail delivery group | You can create a group for delivering emails. * From ver4.0.0, the name has been changed from the mail delivery group to the old mail delivery group. |
| Membership registered form | A list of registered member registration forms will be displayed on the management screen. Those with registration are checked. If you check this when registering for the first time, the member registration information of the authenticated content with the checked e-mail address will be sent by e-mail. |
Please note that there are character restrictions for each item.
| Old mail delivery group | Up to 50 characters |
|---|
The number of characters in the old mail delivery group is 50 characters for one element.
Please note that even if you enter a wording of 50 characters or more, it will be cut off by 50 characters.
Management information
| Status group | You can select "Status" and "Group" set on the management screen. The setting is single selection. It is not possible to create a new one. |
|---|---|
| Tag | You can set multiple tag information related to leads. You can create a new one. |
| Lead acquisition source | You can set multiple information when you get a lead. You can create a new one. |
| Person in charge | You can set the account registered on the management screen. |
| Remarks | * Since the release of ver4.7.0, the name has been changed from memo to remarks. You can add the necessary information to the lead. |
Please note that there are character restrictions for each item.
| Tag | Up to 50 characters |
|---|---|
| Lead acquisition source | Up to 50 characters |
| Remarks | Up to 3000 characters |
The number of characters for tags and lead acquisition sources is 50 characters for each element.
Please note that even if you enter a wording of 50 characters or more, it will be cut off by 50 characters.
Management information
| Registration | Register this lead. |
|---|---|
| Continuous creation | After registering leads, create leads in succession. |
| Continue to register as a company | Register the company information described in the lead to be registered in [Register company] in [Company management]. The information that will be inherited at the time of company registration will be the required input items "company / organization name" and "phone number". |
| Cancel | Cancel your registration. |
BowNow Paper Manual
Initial setting manual
We have summarized the basic settings that we would like those who have introduced BowNow to do first.Please check here and start marketing automation!
From tracking code issuance to installation paper manual
From issuing the tracking code to setting it, which is the first step to start measuring BowNow.