We have updated the way the Social Covers Software is integrating with Prospect Rocket. It is not enough to only integrate the Prospect Rocket from the Settings area. It is also crucial to enable the automation on each landing page that would send leads to your campaigns.
Before you can integrate your Prospect Rocket campaigns with your Social Covers Landing pages, make sure that you have added Prospect Rocket under the Social Cover’s Integration. You can learn more about how this process is done in this link.
We have broken down this article into different sections. To jump to a topic, select from the drop-down below:
Adding Prospect Rocket for Your Automation
To start adding Tags and Activities using your Prospect Rocket integration, follow these steps:
Step 1. Click Landing Pages from the main dashboard.
Step 2. Create a new landing page or use the existing landing page that you already have.
Step 3. Once you have created a new landing page, click the Edit Page icon on the landing page that you want to set up.
Step 4. Click the Automation tab.
Step 5. Click Add Automation.
Step 6. Type in the name of your Automation.
Step 7. Click Integration.
Step 8. Select Prospect Rocket as your Integration.
Step 9. Select the campaign of your choice.
Step 10. You can also set up the delay if necessary but if you want to send it immediately, set the delay to zero.
Step 11. Once you are done, click Save.
Adding Tags To Your Automation
Once you have successfully added your integration, you can set up the Tags and add Activities for each lead that is sent to your campaign. The tags need to be set up in Prospect Rocket first to show in the list of tags on Social Covers.
Step 1. To add a Tag, click Tags.
Step 2. Type in the name of your tag.
Step 3. If you would like to send the lead to the campaign immediately, set the delay to 0.
Step 4. Once you are done, click Save.
Step 5. You will now see the tag added under the Added Automation area.
Adding Activities to Your Leads
You can set up an activity that you would like to schedule or perform for each lead that is sent to the Prospect Rocket campaign of your choice.
Step 1. Click Activity.
Step 2. You have tokens populating on the sides. You can make any adjustment to any of the fields. Still, most importantly, you need to create the Title and set up the Date for your activity to move forward.
Step 3. Click on the token icon and select the Lead Source token as an example and click Insert.
You can update each of these fields here by adding another token.
Step 4. You also have the option to create your activity into either a Call, Meeting or Task.
Step 5. You can add multiple Tokens on your title and body and edit it freely.
Step 6. Once you have created an activity, you can now set up the Date and Duration for this activity.
Step 7. Click Save to apply all the changes you have made.
Step 8. Click Save on your integration.
Testing Your Integration
To test if your integration was set up correctly or not, follow the steps below:
Step 1. Go to the landing page and view the page.
Step 2. Click on the “GIVE ME MY FREE SOCIAL COVER!” button.
Step 3. Go through the Lead Wizard.
Step 4 Once you see your Confirmation Page, go to your Prospect Rocket account.
Step 5. In Prospect Rocket, click Contacts.
Step 6. Search for the contact that you have added earlier.
Step 7. If your integration were successful, you would see the contact in the list.
Related Articles:
How to Set up Agency and Client Notifications in Social Covers
How to Create a Cover Automation
Agency Integration Settings
Agency Settings: White Label
Agency Settings: Notifications