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Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor

In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. You can change what it says, but you definitely don’t want to change what it means! In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. […]

Daily Digest Overview

See our video on how the daily digest works and why you want to use it.

Exporting Petfenceology contacts

Simply go to Settings > Contacts and scroll to the bottom. There is an accordion called “Export Contacts”. Simply open that accordion up and choose what information you’d like to export. It will automatically download a .csv file for you to do with as you wish.

Explicit Opt-in

This is determined every time a bid is run from your website or submitted through the call screen. If you have this feature turned on (Settings > Follow-up Builder – Bottom of the page) you and the customer will be prompted before submitting any bid through the website or call screen to answer if it’s […]

Form Builder: Leadsources

This is a really critical part of Petfenceology to get setup because it does so much for you in the background. Most reports that Petfenceology builds will incorporate in some way how much work your different lead sources are bringing you. So, go to Settings > Form Builder and then to the Lead Generation menu […]

Form Builder: Setting up service areas

You are going to need to tell Petfenceology what cities you service. By default Petfenceology has the city City, State (example) but you will need to load in your own. Ninja Tip: Make sure that if you decide to enter in city and states (or provinces) in manually that you always use [City Name][comma][space][State or […]

Form Builder: General Info

Collecting General Data This is where you tell Petfenceology what information you want to make available for the customer to enter. You can also require some information. Note: You cannot require a piece of information that you are not requesting. If you save it, it will look like it saved that way, but when you refresh the […]