How to Setup and Use Leadin on Your Website

If 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.

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

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

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." 

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

 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." 

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. 

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 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 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.