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How to Collect Leads with Klasio

1. When visitors visit your academy website and fill up the following form, their information is stored inside Klasio Leads tab.

This image is a screenshot of Klasio visitor site with the email sign up form inside a course in highlight.

2. To check their information, go to People and clink on Leads

This image is a screenshot of Klasio admin dashboard, with the Leads tab under People menu in highlight.

3. Here you’ll see the leads categorized into two lists, verified and not verified.

This image is a screenshot of Klasio Leads tab, with the Verified and Not Verified categories in highlight.

4. When visitors fill out the form, an email is sent to their inbox for verification.

If they click Verify, their information will be stored in the verified list. If they don’t, it’ll be stored in the not verified list.

This image is a screenshot of Klasio verification email sent to a visitor who provided their email address to the form.

5. You can check lead information by eye icon beside their name.

This image is a screenshot of Klasio Leads tab with the Eye icon in highlight.

6. You can also change information of a specific lead by clicking this edit button beside their name.

This image is a screenshot of Klasio Leads tab with the Edit icon in highlight.

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