> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# Lead Optimization Setup Guide

Lead Optimization describes a set of features available in [MetaLocator Enterprise](https://www.metalocator.com/enterprise/) solutions that seek to maximize visibility into revenue, dealer responsiveness and customer satisfaction throughout the customer journey.

The graphic below provides a high-level overview of the optimization lifecycle. The process begins when a customer clicks a "Contact" button and generates a Lead Notification.

[![](https://storage.crisp.chat/users/helpdesk/website/-/7/2/a/1/72a1eb3513090400/2ce8250d-fb47-4985-920b-080f31_1mfhzfe.png)](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1265323856/2e632cd67dfcbc2be895b8c76397/image.png?expires=1794512700&signature=c960e75bfddc5dad1c30b88aac3b0eafdadf82db73e216ac2698863ce3d25dff&req=dSIhE8p8nolaX%2FMW1HO4zQg%2BrFyyciXx5aUvCQ3qNiYYz%2BPpMqtsrdlnj06M%0ALoS9Pge66VUhYh7f%2Bdc%3D%0A)

## Basic Lead Capture Setup

The first and most essential step is to ensure you have a lead form created and a call-to-action configured, typically on the result card, where the customer journey will begin. [Configuring the Lead Form](https://support.metalocator.com/en/articles/4120963-customizing-lead-forms-in-the-interface-builder) can be done in the Interface Builder and is an essential first step.

## Enable Lead Notifications

The next step toward full lead optimization is to [enable Lead Acknowledgement](https://support.metalocator.com/en/articles/2645190-tracking-lead-acknowledgement). Ensure the Lead Notification Template as properly styled and configured using the latest templates as described in the article.

## Configure Lead Status Reporting

[Lead Status reporting](https://intercom.help/metalocator/en/articles/9161577-lead-status-reporting) ensures visibility into the Lead fulfillment process. The lead will move through various statuses progressing from "New" to "Complete".

## Configure Location Follow-up Surveys

Location follow-up surveys are the questionnaires delivered to your locations, typically dealers, installers or service center locations. [Location Surveys](https://support.metalocator.com/en/articles/11365970-location-follow-up) can be configured to ask any questions needed; however, we highly recommend including the Revenue field to ensure the reporting dashboard can report accordingly.

## Configure Lead Follow-up Surveys

[Lead follow-up surveys](https://support.metalocator.com/en/articles/4359491-lead-follow-up-reviews) are the questionnaires delivered to your customers after the job is marked complete as reported by Lead Status Reporting. Follow-up Surveys are designed to capture customer satisfaction and mirror the form used to request a review for a location. Location contacts can be notified of a new review, and they can also be configured to allow location contacts to choose whether or not to "publish" the review. It is not a requirement to display star reviews publicly on the locator; however, if displayed, granting control over the publish status of the review can help minimize the impact of negative reviews.

## Configure Results Ordering

Configure the [sorting](https://support.metalocator.com/en/articles/1655680-results-ordering-and-sorting-levels) order of the locator with the newly obtained information regarding response time, rating and revenue. The rules vary from application to application, but MetaLocator highly recommends [prioritizing](https://support.metalocator.com/en/articles/1656293-featured-locations-and-prioritization-of-results) those locations that provide the best customer experience. This essential step in the Lead Optimization lifecycle ensures that locations are rewarded in real time for providing a good customer experience and for sharing data throughout the process.

## Summary

Properly configuring the full continuum of Lead Optimization tools ensures your organization has complete visibility into what happens after a customer engages with a location contact. Your Enterprise Services team contacts will guide you through every step of the process and ensure success.