Classcard

Dhwani S

Manage Leads, Trials and Forms

Easily add and manage leads using four methods: manually, via a registration form, online booking, or sign-up.

Adding a Lead

Easily update and personalize lead details. Add custom fields to capture unique data.

Customizing Lead Profiles

Easily manage and customize your lead stages to track and convert prospects efficiently.

Customizing Lead Stages

Convert a lead into a student manually. Leads also become students automatically when they enroll in a class or purchase a session/package.

Convert a Lead to a Student

Learn how to enroll leads into a class, whether you're creating a new class or adding them to an existing one via the Calendar.

Enrolling a Lead

Easily manage and collaborate on leads by adding notes and assigning tasks directly from a lead’s profile.

Reminders on Tasks (Leads)

Offer and manage trial classes on your online booking page to boost conversions and attract new students.

Offering Trial Classes

Easily merge duplicate or outdated lead profiles in your admin dashboard to maintain clean, accurate data on your Classcard account.

Merging Duplicate Leads

Easily segment your leads using filters like stage, interest, owner, and date fields for better organization and targeted follow-ups.

Create Lead Segments

Your guide to adding and managing lead profiles

Leads

Easily embed a customized lead registration form on your website to capture student inquiries seamlessly.

Embedding Lead Forms

Easily customize and share student enquiry forms to capture prospect details efficiently.

Using Lead Forms

Lead forms

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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