The leads feature captures contact information from visitors who search your store locator but don't find a nearby location. Instead of a dead end, they see a form where they can leave their details. You get a new lead, and they feel heard.
It's a simple way to turn missed searches into business opportunities.
How does the leads form work?
Here's the flow from a visitor's perspective:
Visitor searches for a location near them
No stores are found within the search radius
A form pops up asking for their contact info
Visitor fills in their details and submits
You receive a new lead in your dashboard
The form only appears when there are no results. If a visitor finds stores nearby, they'll never see it. If you turned on Show the nearest locations if none are nearby, the locator lists the nearest locations instead, so visitors only see the form when nothing matches at all.
How do I enable the leads form?
Go to Leads > Form. Switch Show a sign-up form when no location is nearby on and select Save. Visitors see the form when a search finds no locations.
To turn it off, switch it off and save again. The form stops appearing on your widget.
The page shows the form beside the words you edit. If your role does not show Leads, go to Store Locator > Customize > Forms instead.
How do I customize the form?
In Leads > Form you can choose what the form asks and what it says:
Name, Email, Phone and Comment: Choose what information to collect from visitors and the words inside each box. Keep at least Email or Phone on, so you can contact the people who sign up.
Under Wording, edit Heading, Button and After sending to change the text visitors see on the form and after they send it.
Keep the form short. The more fields you add, the fewer people will fill it out.
Where do I see my leads?
Go to Leads to see all captured leads. Each row shows:
Column | Description |
Visitor | Their name, with their email or phone under it. If they gave only an email, the email is shown |
Phone | Their phone number. This column appears once a lead has one |
Looking near | Where they searched (the address or area they entered) |
Message | What they wrote. This column appears once a lead has one |
Received | When they submitted the form |
Select a lead to see everything it holds, with buttons to email or call them. Use Search leads to find one, and Received to show the last 7 days, 30 days, 90 days, 12 months or all time. To pick your own dates, choose Custom dates… at the bottom of the Received menu.
This tells you not just who's interested, but where the demand is. If you see a cluster of leads from the same area, that's a signal worth paying attention to.
How do I get an email for each new lead?
When a new lead comes in, StoreRocket can send you an email so you don't have to check the dashboard manually. Go to Leads > Notifications and switch on Email new leads. Each person on the project gets an email for every new lead, at the addresses they choose.
How do I export my leads?
Select Export on the Leads page to download your leads as a CSV file. It includes every lead in the Received range you have selected, and your search doesn't narrow it. Large exports are prepared in the background and emailed to you. This is handy for importing into your CRM, email marketing tool, or a spreadsheet for analysis.
Which plan includes leads?
The leads feature is available on the Business plan. If you're on Basic or Pro, the Leads page and the form settings show an Unlock button. You can also upgrade from your Billing page.
Troubleshooting
Leads form not appearing
A few things to check:
Feature enabled? Go to Leads > Form and make sure Show a sign-up form when no location is nearby is on and saved
Plan check: Leads are only available on the Business plan
Results found: The form only shows when a search returns zero results. If there are stores nearby, the form won't appear. Try searching in an area with no locations to test it
Nearest locations: If Show the nearest locations if none are nearby is on, the form only shows when nothing matches at all
What if I'm getting spam leads?
If you're seeing junk submissions, this can happen with any public-facing form. The leads form has basic protections, but if spam becomes a problem, reach out to support and we can look into it.
Why are leads not sending email notifications?
Check that Email new leads is on in Leads > Notifications. Also check your spam folder. Notification emails come from StoreRocket's email system, and some email providers can be aggressive with filtering.
Questions? Message us on live chat.