IN BRIEF
Tagline and Lead settings allow administrators to display a customizable message on the Customer Portal Classes page and optionally collect inquiries from potential customers who cannot find a suitable class. This feature helps capture leads and begin follow-up communication directly from the Customer Portal. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
• What Will the Customer See?
• Troubleshooting & FAQs
• Related Articles

Overview

The Tagline/Lead settings allow the System to display a message (tagline) on the Classes page in the Customer Portal and optionally provide a Lead Form for customers who cannot find a class that meets their needs.

When enabled, this feature:

• Displays a customizable message at the top of the Classes page
• Provides a button to launch a Lead Form
• Collects customer interest details for follow-up communication

This is particularly useful for:

• Capturing missed enrollment opportunities
• Understanding customer scheduling preferences
• Initiating conversations with prospective customers

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Accessing the Feature

1. From the main navigation menu, go to SETTINGS.
2. Select CUSTOMER PORTAL.
3. Select OTHER SETTINGS.
4. Select LEADS.

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Step-by-Step Instructions

1. Navigate to SETTINGS > CUSTOMER PORTAL > OTHER SETTINGS > LEADS.
2. Configure the available options based on your needs.
   • Tagline and Lead Form Settings
     • Display Tagline On Classes Page
       • Enables a customizable message at the top of the Classes page in the Customer Portal
       • When enabled, the Tagline field becomes available
     • Tagline
       • Enter the text to display to potential customers on the Classes page
     • Enable Lead Form
       • Only available if Display Tagline On Classes Page is enabled
       • When enabled, additional Lead Form settings appear
   • Lead Form Configuration Options
     • Button Name
       • Defines the text shown on the button that launches the Lead Form
     • Header Text (optional)
       • Defines the text displayed at the top of the Lead Form
     • Description (optional)
       • Displays additional information between the header and the form fields
     • Enable Day/Time Selection
       • Allows customers to select:
         • One or more days of the week
         • A general time preference:
           • Morning
           • Afternoon
           • Evening
       • This is intended to support follow-up conversations, not to collect all possible availability
     • Require Contact Type
       • Determines required contact information:
         • Phone number
         • Email address
         • Both (default option)
     • Emails (Multiple Addresses Should Be Separated With A Semicolon [;])
       • Defines where Lead Form submissions are sent
3. Save your changes.

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What Will the Customer See?

If Display Tagline On Classes Page is enabled:

• The tagline appears at the top of the Classes page in the Customer Portal

If Enable Lead Form is enabled:

• A button (based on the Button Name) appears for customers to open the Lead Form

When the customer selects the button, the Lead Form displays the following fields (based on your configuration):

• Header text (if entered)
• Description (if entered)
• First name
• Last name
• Email (if required)
• Phone (if required)
• Day(s) of the week (multi-select, if enabled)
• Time(s) of day (multi-select, if enabled):
  • Morning
  • Afternoon
  • Evening
• Message field
• CAPTCHA (required)
• Send/Cancel buttons

Note: Name, email, and phone number fields will be automatically populated if the user is logged into the Customer Portal.

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Troubleshooting & FAQs

• Why is the Lead Form option not visible?
  • The Enable Lead Form option only appears after enabling Display Tagline On Classes Page.
• Why are submissions not being received?
  • Confirm that the Emails field includes valid email addresses and that multiple addresses are separated with a semicolon (;).
• Why are some fields not showing on the Lead Form?
  • Fields such as Email, Phone, and Day/Time selections only appear if their corresponding settings are enabled.
• Why are customer details already filled in?
  • If the customer is logged into the Customer Portal, their Name, Email, and Phone fields are automatically populated.

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Related Articles

• What is the Customer Portal?
• How Do I Access (Log In) and Navigate the Customer Portal?
• What Other Settings Impact the Customer Portal?

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