• Aligning Lead Form Inputs with Search Selections

  In some implementations, it is desirable for a lead form field to automatically reflect the user’s active search choices from the locator search form. Common examples include: A visitor searches for 53211, and that value should be passed into the lead form as a hidden field. A visitor searches for a Product, finds a dealer, and the product list in the lead form should automatically align with the product chosen in the search form. The search form state is exposed to the Lead FFew readers

• Capturing Leads in Salesforce

  To enable this feature, reference the following settings under the Lead Generation tab of the Interface Builder. [](https://downloads.intercomcdn.com/i/o/254036902/66aeda5a43ed8bf7117e65c6/image.png?expires=1794512700&signature=6995c12d7a228a81a6b53aa1c3e898076111b77402ba30c11c3b4bcbac142f01&req=diUjFsp4lIFdFb4f3HP0gLDxEeGSHMFUW453JaoV3KgtkGzPC%2BPTRthqDJtj%0AtV5Op%2BoXYEdxFew readers

• Lead Follow-up Reviews

  This article discusses a feature available to Enterprise customers only. When a customer uses the locator to contact a dealer via our Lead Generation system, you can configure a follow-up email which seeks to gauge the customer's satisfaction with the service they received. Follow-up emails are only delivered to acknowledged leads, so be sure you have properly set up Lead Acknowledgement. Lead FollowFew readers

• Expiring Lead Notifications

  The lead notification expiration feature in MetaLocator allows administrators to control how long users have access to lead details after receiving a Lead Notification. Once a lead notification expires, users are prompted with an expiration message which generates a new notification link, which is automatically sent via email. This feature is designed to enhance security and ensure access to leads is time-limiteFew readers

• Preventing lead form spam

  MetaLocator contact forms use several layers of protection against automated spam and high-volume abuse. These controls are designed to stop scripted submissions at the platform level, throttle repeated requests, validate that a form submission originated from a recently-generated MetaLocator form, and add friction when one sender manually attempts to contact many locations. Automated bot protection MetaLocator currently uses the following protections on its forms: **AWS WAF and bot contFew readers

• Lead bounce status codes

  When leads fail to delivery, MetaLocator captures the bounce and stores an enumerated value along with the lead in the action field .  The values are as follows: BOUNCE_TRANSIENT: Amazon SES received a general bounce. You may be able to successfully retry sending to that recipient in the future. BOUNCE_PERMANENT: Amazon SES received a permanent bounce. MetaLocator will remove the value in the location email field in this case and log the issue in the system log. BOUNCE_UNDETERMINED:  AmazFew readers

• Re-sending a lead

  When lead emails need to be re-sent, a new toolbar action is available as shown below. Simply check the box next to the leads that need re-sending, and click Re-send. [](https://downloads.intercomcdn.com/i/o/767665649/b42b1f305e4b92df00b963c2/image.png?expires=1794512700&signature=e1a287d2d088471dd8f78effa3e8c9a3d424f5c6cf49cee3839b0022f0692683&req=cyYgEM97m4VWFb4f3HP0gAKFew readers

• Location Follow-up

  When a lead is marked as Complete, an optional survey can be delivered to the location contact. The survey's recommended objective is to determine the total amount of revenue from the brand's products that are attributable to this lead. To enable Location Follow-up, Set Request Location Follow-up to "Yes" under the Lead Generation Settings tab in the Interface Builder. Configure the Email Subject and Location Follow-up Email Template as needed. If the Location Follow-up Email Template seFew readers

• Lead Budget Field

  The Budget field on the lead form is a special field that unlocks the ability to report leads in terms of revenue gained and lost over time. The Budget field is shown below: [](https://downloads.intercomcdn.com/i/o/625624323/c2c675e37be36bd94220a07d/image.png?expires=1794512700&signature=e67c57c68b738230156cd74c7502f889ddee74239598929ff42022f713ad441a&req=ciIiEMt6noNcFb4f3Few readers

• Creating Schedule Appointment Links

  MetaLocator can provide a facility for users to schedule appointments with your locations either using our built-in forms or via external integrations with scheduling platforms such as Calendly or Dispatch. This guide discusses both methods. Creating a Schedule Appointment Form When creating a Schedule Appointment form using the Lead Form builder, the outcome can look similar to the below: [![](https://storage.crisp.chat/users/helpdesk/websiFew readers

• Customizing Lead Emails in MetaLocator

  Metalocator provides flexible lead generation tools that help you capture and route customer inquiries directly from your locator. One important feature is the ability to customize lead emails. These emails notify your locations (or dealers) whenever a new lead is submitted. By customizing the template, you can ensure your brand voice is consistent and that the right information reaches the right people. Where to Find Lead Email Settings Log in to your Metalocator account. From thFew readers

• SMS Lead Notifications

  Lead Notifications are delivered when leads are first created. They signal to your partner that a customer is waiting and that quick action is required. SMS Lead Notifications are text messages that deliver this notification. This article presumes that Lead Notifications via email are already configured. Configure SMS Lead Notifications Enable SMS Lead Notifications Click Interfaces, and clicFew readers

• Tracking phone calls

  When a user visits a locator, buttons like Email, Contact Us and so forth are great for capturing leads with a Lead Form. However, how can you measure those users who simply dial the phone number on the result? The answer is call tracking. MetaLocator call tracking uses Dynamic Number Insertion (DNI) to insert a special tracking phone number in place of the phone number for the location. When that tracking number is dialedFew readers

• Sending Lead Thank You emails

  MetaLocator can send your leads a thank you message indicating that the lead was successfully received. This feature includes 3 related settings as shown below found under the Lead Generation tab of the interface & 56 More Leads Features: [](https://downloads.intercomcdn.com/i/o/747335374/090404e50bc430073c468a82/image.png?expires=1794512700&signature=1a83f89ba48998Few readers

• Unsubscribe for lead emails

  About Lead Unsubscribe Sending inquiries to partners that don't respond can be frustrating for your customer. This can also be frustrating for the partner if they aren't interested in those leads. This can occur for many reasons such as: The recipient no longer works for the partner The partner used a personal email address The leads don't meet their business size threshold They no longer stock your product Allowing lead recipients to unsubscribe provides a way for dealers andFew readers

• Collecting First, Middle, and Last Names Separately in Lead Forms

  MetaLocator lead forms typically collect a visitors name in the "From Name" field. MetaLocator can also collect a visitor’s first, middle, and last names in separate fields. This is useful when your organization needs structured name data for CRM integrations, reporting, personalization, or other downstream workflows. In addition to collecting a visitor’s complete name in a single From Name field. You can now add any combination of the following fields: First Name Middle Name LasFew readers

• Lead Reminders

  Lead acknowledgement allows your organization to understand when a lead recipient has (or hasn't) taken action on an incoming business inquiry. One way to improve the acknowledgement rate is to remind lead recipients that a lead is awaiting their attention. This can be done using MetaLocator's Lead Reminders. Lead Reminders are only available when Lead Acknowledgement has been enabled. Lead Reminders are notFew readers

• Setting up Lead Webhooks

  Lead Webhooks allow MetaLocator to securely send lead submissions in near-real time to external systems such as CRMs, marketing automation platforms, internal APIs, middleware platforms, and custom applications. This feature is commonly used by Enterprise customers who need to: Push leads into internal business systems immediately after submission Integrate MetaLocator with platforms such as Salesforce, HubSpot, Zapier, Make, or custom APIs Trigger downstream workflows or automationsFew readers

• Retrying a Failed Lead Webhook

  Overview If a lead webhook fails to send, you can retry the webhook from the Leads screen. Retrying a webhook sends the original webhook payload again without re-sending the lead notification or creating a duplicate lead. This is useful when a webhook endpoint was temporarily unavailable, returned an error, or failed due to a network issue. What Happens When a Lead Webhook Fails If MetaLocator cannot reach your Webhook or receives an HTTP status code greater than 299, an account notifiFew readers

• Tracking Lead campaign effectiveness with UTM Codes

  When a lead is captured in MetaLocator, if the page was loaded with UTM URL parameters in place, those codes will be saved with the lead. There is no special configuration to implement this strategy. For more information on how to use UTM codes, and what they are for, see here. For example, if the page on your site where the locator is installed is yourwebsite.com/locator/, then the same page with UTM parameters would be yourFew readers

• Lead Abuse Prevention

  Preventing abuse and pricing farming by malicious visitors to a locator is essential when managing large dealer networks representing large financial opportunities in a global market. MetaLocator includes built-in protections to prevent activity by scripts and "bots", however, this article discusses the prevention of abuse by actual human users attempting to manually submit large numbers of leads under false pretenses. Lead abuse prevention works by firFew readers

• Lead data anonymization

  MetaLocator allows for the capture and delivery of contact information, called Leads. Customers can configure the Lead Form to capture custom information, some of which may represent personally identifiable information or PII. This article discusses the options available to limit the storage of PII in MetaLocator. Lead Data Retention Period Enterprise customers can configure a custom, global data retention period after which Leads will be anonymized. To configure the Data Retention periodFew readers

• Capturing Leads

  Here is a clean, support-article-style rewrite of your content, aligned with the MetaLocator style guide: Capturing Leads Configure lead forms to collect and route business inquiries to locations MetaLocator enables the collection of business inquiries from locator users through customizable contact forms. These inquiries, referred to as Leads, are stored in MetaLocator under Leads and can also be delivered via email to designated recipients. Configure Lead CapFew readers

• Lead Status Reporting

  Introduction After a visitor to your locator completes a Lead form, it generates a Lead in the form of an emailed opportunity to one of your locations, typically a dealer, servicer, installer or some other entity responsible for the fulfillment of that customer's request, typically leveraging your brand, products or services. This feature is available to Lead Optimization subscribers. Lead Status Reporting tracks the status changeFew readers

• Lead Optimization Setup Guide

  Lead Optimization describes a set of features available in MetaLocator 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/Few readers

• Webhook Security

  Webhooks provide an additional security measure to verify that the webhook is genuine and has come from MetaLocator. This can be useful if you're looking to ensure only MetaLocator webhooks are being made to your endpoint and ensure the information is genuine and as the system expects. These signatures will also help prevent against replay attacks. Configuring Authentication To configure webhooks for an interface, click Interfaces, select the desired Interface, click Lead Generation and scrFew readers

• Removing emails from unresponsive locations

  Enterprise Users Only It is critical that your customers receive prompt responses from your location network.  Should certain locations not acknowledge leads within a certain time frame, you can automatically remove the email from their contact record.  This will prevent unengaged locations from receiving leads to which they never respond. The EmailCleaner background process removes the email from unresponsive location records.  It includes only one required parameter, the number of hours tFew readers

• Tracking lead acknowledgement

  Typically when a customer completes a lead form, the email is delivered to the email associated with the location record.  If the email address associated with the location is wrong or un-monitored, the customer may never receive a response.  Knowing that a lead has been acknowledged is key to ensuring customers receive a prompt reply.  Lead acknowledgement is offered in Enterprise plans. Enabling this type of lead tracking can populate a dashboard like the below. [![](https://storage.crisp.chFew readers

• Exporting Leads

  To export leads from MetaLocator, click Leads -> All Leads and Export as shown below: [](https://downloads.intercomcdn.com/i/o/yn1vvwtq/1934018024/bc6e87797335de82f553e22c16f0/image.png?expires=1794512700&signature=ed8f211ee59f1327e6728c6469f171578f31664f4b9d88a2c80aec5caf666ce7&req=dSkkEsl%2FlYFdXfMW1HO4zW5TfhxXkYb7UYKsYgIZIcE8F8Wck7e%2FbvhMkyQh%0An5rjF0gUBXarbrFew readers

• Publishing MetaLocator leads to HubSpot

  Lead data captured in MetaLocator are saved in the control panel under Leads as shown below:Few readers

• Lead Reassignment

  MetaLocator includes a powerful automation feature called Lead Reassignment, designed to increase engagement and response rates by automatically sending unacknowledged leads to an alternative location when certain conditions are met. This ensures inquiries don’t go unanswered and end-users receive timely follow-up, even if the originally assigned location does not respond. What Is Lead Re-assignment? Lead Re-assignment is an automatFew readers

• Searching All Leads

  The All Leads Dashboard provides tools to search, filter, and manage incoming leads across interfaces. When Lead Acknowledgement is enabled, additional filtering options become available to help identify which leads have been responded to and which require attention. This functionality helps ensure that leads are not missed due to invalid or unmonitored email addresses and supports improved response times across locations. For more information on enabling this feature, see: ​[TrackinFew readers

• Sending leads to multiple recipients

  Sometimes it is helpful to provide end users the ability to send a Lead inquiry to multiple locations simultaneously. This feature is available to Enterprise and Lead Optimization subscribers. For example, if the visitor is seeking a quote for a countertop installation, they might want to request multiple quotes. MetaLocator can facilitate this request by introducing the ability to select multiple results, and then allowing the user to click a button which delivers the information (the Lead) tFew readers

• Lead Blocklist Configuration

  The Lead Blocklist feature allows for the specification of criterion to be blocked from the Lead system. The options are: Sender IP Address e.g. 129.89.2.1 Sender IP CIDR Range e.g. 129.89.2.0/24 Sender Email Address e.g. spammer@baddomain.com Sender Domain e.g. baddomain.comFew readers

• Lead email bounce handling

  When an end user emails a location via our built-in Lead Generation forms, MetaLocator generates a record in the Leads database, and also (optionally) delivers that lead via email to the location email address.  If that email address is invalid, the message will bounce, possibly leaving the requesting customer wondering why nobody contacted them. To address this issue we have introduced lead bounce tracking.  When a lead is delivered to an email address with a [hard bounce](http://whatis.techtaFew readers

• Customizing Lead Forms in the Interface Builder

  MetaLocator is a powerful lead generation tool. Your locator can allow your visitors to contact your locations directly via email. These are called Leads in MetaLocator. MetaLocator interface templates come with a Lead Generation form by default, which includes name, email and message fields. This article discusses the options available to extend the form. Editing the Lead Form When using the Interface Builder, you can modify your Lead Generation forms by clicking the toolbar as shown: [![Few readers