Learn
Learn
Close

They Ask, You Answer

A revolutionary approach to inbound sales, content marketing, and today’s digital consumer.

Learn MoreLearn More

Free Courses in IMPACT+

Dozens of sales, marketing, and content courses inside IMPACT+. Start learning now.

See all coursesSee all courses
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Coaching & Implementation Services
Coaching & Implementation Services
Close

Services Overview

See how you can dramatically increase your inbound leads and sales.

Services Overview

Digital Sales and Marketing Mastery

Fast track your team’s success with IMPACT's most popular service.

Digital Sales and Marketing Mastery

Web Design

Launch a beautiful website that consistently generates leads and revenue.

Web Design

Virtual Sales Training

Equip your sales team with comprehensive training designed to help them close more deals in today's virtual-first world.

Virtual Sales Training

HubSpot Training & Implementation

Train your company to take ownership of HubSpot and get the most out of your investment.

HubSpot Training & Implementation

Case Studies

See dozens of examples of companies succeeding with Digital Sales and Marketing Mastery and They Ask, You Answer.

Case Studies
Become a Coach
Become a Coach
Close

How to Setup and Use Leadin on Your Website

How to Setup and Use Leadin on Your Website Blog Feature

Bob Ruffolo

Founder & CEO, Keynote Speaker, Entrepreneur, Recipient of Comparably’s Best CEO ’17

September 29th, 2015 min read

how-to-setup-and-use-leadinIf we could only recommend one software to make your Inbound Marketing easier and more effective, it would unquestionably be HubSpot's all-in-one marketing software.

However, those amazing features come with a premium price tag and many startups and small businesses don't have the budget for that kind of financial commitment.

There's good news, though. HubSpot recently announced the launch of their newest software, Leadin -- a free, lead generation plugin that lets you enjoy some of the most essential features of the HubSpot suite at no cost!

After taking a look at the plugin myself, I'm seriously impressed. This is truly going to be a game-changer in the way many young organizations and entrepreneurs do business. 

While Leadin is now available on all CMSes, in this article, I'm going to show you how to setup Leadin for Wordpress and show how to use its features. Let's get started. 

How to Install Leadin to Your Wordpress Website

Installing Leadin to Wordpress is a quick and easy process.

 

install_leadin

 

First, you will need to download the zip file here.

 

install_leadin_2

Next you will open your Wordpress admin dashboard, move your cursor over "Plugins" in the sidebar and click "Add New." 

install_leadin_3

Since you've already downloaded the .zip file, you'll want to click "Upload Plugin." On the next screen, click "Choose File" and locate the zip file in your Downloads folder or wherever it's located, then select "Open." 

install_leadin_4

Once you have the Leadin zip file selected, click "Install Now." 

install_leadin_5

 Leadin will begin installing, this process will only take a few seconds, unless your computer is running slow. Once it has installed successfully, click "Activate Plugin." 

install_leadin_6

You'll be directed back to the Plugins section of your dashboard and you should see Leadin on the sidebar to your left. Click that link to start using Leadin and to adjust the settings in the future.

How to Start Using Leadin

Since Leadin is designed as an introductory Inbound Marketing software, they wanted to make sure it was easy to use for people that are completely new to the methodology.

With that in mind, Leadin is very impressive in what it allows you to do with a few clicks of your mouse and very little code!

Contacts

The purpose of Leadin is to identify who is visiting your website and see what content and pages they are viewing before and after becoming leads.

Whenever someone visits your website, Leadin attaches a cookie to their browser to start tracking their behavior. Once they submit their email on any form on your website, they are added to your Contacts and you will be able to view their browsing history, as well as other useful information about them.

This process is automated and doesn't require any coding on your part. As soon as someone fills out the form, they are automatically added to your Contact database. Here is a list of forms that are compatible with Leadin

leadin_contacts

On the backend, each Contact shows where the lead was generated, their original traffic source, and a timeline of their activity on your website. 

leadin-new-contact-view.png 

Leadin also finds and links to any social media profiles attached to the email address shared on your form, giving you additional opportunities to communicate and get to know the user even better.

Popup Form

Leadin provides an optional popup form that helps you capture additional email addresses from your website visitors.

You can enable the popup form by navigating to the Leadin settings.

leadin_popup_settings

Leadin gives you several customization options for your popup form.

You can have it popup on all pages or certain types of pages, such as blog posts.

You have three options for triggering the popup:

  1. 50% page scroll -- the popup appears after your visitor has scrolled halfway down the page
  2. Exit intent -- the popup appears when your visitor moves their mouse to close the tab or exit the browser
  3. Elapsed time -- the popup appears after the visitor has been on your website for a length of time that you choose

You can choose to enable any combination of these triggers.

Appearance customization options include:

  • The location of the popup
  • The text
  • The color of the button
  • A URL that your lead is redirected to after submitting the form (optional)
  • The image
  • Additional fields, first + last name and phone number.
  • The option to enable or disable on mobile

Here's an example of what your popup form could look like.

leadin_popupp

 

Leadin-form.png

Analytics are a smart Marketer's best friend. This is the data that tells you how well you're doing with your Inbound Marketing.

The Stats dashboard in Leadin is similar to Google Analytics, but much, much simpler. It covers all of the basic information you need, without getting too complicated.

Installing the tracking code for Leadin is just as easy as it is with Google Analytics. You can get the embed code from the settings in Leadin. Most themes and frameworks have a section built in that you can paste this code into, otherwise they provide instructions if you need to paste it into the HTML of your website. This is the most complicated thing you'll have to do to get the most out of Leadin and even this isn't that bad at all. 

leadin_stats_install

Don't put off installing the tracking code, because you won't be able to monitor your analytics until you do so.

 leadin-new-stats-dashboard.png

This is the overview of your Stats dashboard, which shows you a summary of your traffic in the last 30 days:

  • Direct traffic -- visits that come from a shared link or when someone types your URL into their browser
  • Organic search -- traffic that comes from search engines, such as Google
  • Referrals -- visits that come from links pointed at your site from other websites (backlinks)
  • Social media -- traffic from Facebook, Twitter, LinkedIn, and other social media platforms
  • Email marketing -- visits from links in your email campaigns and newsletters
  • Paid search -- traffic from PPC ads on search engines, such as Google Adwords

You can also see how many contacts you have and the rate at which they are being accumulated.

Connect Leadin With Your Email Provider

Currently, Leadin can connect with 5 major email providers so you can push new contacts to the mailing list of your choice. Setup for each one is a little different, but they're all simple.

Here are links to the instructions to connect Leadin with each of the 5 supported email services:

  1. MailChimp
  2. AWeber
  3. GetResponse
  4. Constant Contact
  5. Campaign Monitor

Installing Leadin on Non-WordPress Sites

While the instructions above are for installing Leadin on WordPress sites, the plugin is available for websites on:

  • Joomla
  • Drupal
  • Wix
  • Weebly
  • Squarespace
  • Unbounce
  • Magento
  • Google Tag Manager
  • Blogger

You can learn how to install the plugin on those platforms here

Is Leadin Right for You?

Not sure if Leadin is right for your business? Check out this article to help you know sure, or if you'd like further guidance, feel free to schedule a talk with us.  

Schedule a Call With Bob

Want to learn more about digital sales and marketing?

Master digital sales and marketing when you join IMPACT+ for FREE. Gain instant access to exclusive courses and keynotes taught by Marcus Sheridan, Brian Halligan, Liz Moorehead, Ann Handley, David Cancel, Carina Duffy, Zach Basner, and more.

Sign up for free
Take a peek

Access hundreds of FREE courses and keynotes

Free Course
Digital Sales & Marketing Framework for Today’s Buyers
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
A New Way to Compete & Win
By: Brian Halligan
View Course Preview View Course Preview
Free Virtual Keynote
How To Genuinely Feel Confident, Be Likable, And Build Trust On Camera
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
The Future of Marketing is Conversational​
By: David Cancel
View Course Preview View Course Preview
Free Deep Dive
HubSpot On a Budget: Getting Started with HubSpot Starter Hubs
By: Courtney Caldwell
View Course Preview View Course Preview
Free Course
Assignment Selling: Content is Your Greatest Sales Tool
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
The Big, Bold, Brave New World of Marketing​
By: Ann Handley
View Course Preview View Course Preview
Free Course
Investing in Incredible Digital Sales and Marketing Results
By: Chris Duprey
View Course Preview View Course Preview
Free Course
How To Show Your Content Makes Money With HubSpot Marketing and Sales Hubs
By: Liz Moorehead
View Course Preview View Course Preview
Free Virtual Keynote
The Visual Sale
By: Marcus Sheridan & Tyler Lessard
View Course Preview View Course Preview
Free Keynote
Marketing Tech: What’s Now, What’s Near and What’s Not Anytime Soon?​
By: Dharmesh Shah
View Course Preview View Course Preview
Free Course
Inbound Lead Generation & Conversion Optimization
By: Carina Duffy
View Course Preview View Course Preview
Free Virtual Keynote
Fundamentals of Videography: You Can Be a Great Videographer Too
By: Zach Basner
View Course Preview View Course Preview
Free Deep Dive
The Ultimate Customer Service Toolkit for Any Budget
By: Andriti Gulati
View Course Preview View Course Preview
Free Course
6 Topics Subject Matter Experts Need to Address
By: Kevin Phillips
View Course Preview View Course Preview
Free Keynote
Fanocracy: The Power of Making Business Personal​
By: David Meerman Scott
View Course Preview View Course Preview
Free Keynote
The Power of Pillar Content
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
SEO for the Future
By: Franco Valentino
View Course Preview View Course Preview
Free Course
Fundamentals of Social Media Marketing
By: Stephanie Baiocchi
View Course Preview View Course Preview
Free Deep Dive
A Practical Guide To Video Graphics
By: Colton Trcic
View Course Preview View Course Preview
Free Session
How To Get Your Community To Know, Like, And Trust You With Video
By: Marki Lemons Rhyal
View Course Preview View Course Preview
Free Course
Video Sales and Marketing Strategy
By: Zach Basner
View Course Preview View Course Preview
Here Are Some Related Articles You May Find Interesting

Want to Contribute Content to impactplus.com? Click Here.

IMPACT+ Sign Up
A FREE online learning community with on-demand courses, hundreds of expert-led sessions, thousands of your peers ready to support you, and much more.
Check it out
Hundreds of courses and recorded keynotes, completely FREE
Check it out
Access hundreds of digital sales and marketing courses and recorded keynotes, completely FREE