There are a number of ways that a new lead can connect to your personal shopper account and business. Depending on which path they take, they are categorized into 2 main buckets: Business Owner Sourced (that's you) & Dumpling Sourced.
Business Owner Sourced
These are leads that are directly attributed to the Business Owner and their own promotion of their grocery delivery business. They include:
Direct Phone Invite
When you invite a potential client to download your app by entering their phone number with the Invite Client feature in the Boss app. When they first log in to Dumpling app with that same phone number, they'll automatically be given the "Direct Phone Invite" source, regardless of how they find and download the app.
Direct Phone Invites are one of the highest performing lead sources across the entire Dumpling platform, and a great way to share your business with people that you are talking to in person, or that you already have a relationship with.
Whenever a new client comes directly to your personal shop.dumpling.us webpage and downloads the Dumpling app from any of the links on your site, they'll be given the "Webpage Download" source.
This works well anywhere that you are sharing your personal shop.dumpling.us/abc URL to promote your business; including business cards, social media posts, digital advertising, etc.
These are leads that are directly attributed to Dumpling and the promotion of its marketplace for new and potential clients to find a local, business owner that fits their needs using the Search for a Personal Shopper feature.
When a new lead downloads the app directly from the App Store and connects to your account after searching for a personal shopper, they'll be giving the "Shopper Search" source.
When a new lead starts at the main dumpling.us or shop.dumpling.us site, searches for a personal shopper, and then downloads the app from a resulting shop.dumpling.us page, they'll also be given the "Shopper Search" source.
🙌 New Lead Notifications
When a new lead first connects to your account from any of the scenarios above, you'll receive a SMS/Text notification with the lead's details.
Examples of SMS/Text notifications that you'll receive when a new lead connects to your business.
Client/Lead Source in the Boss App
You can also find the Source for all your clients and leads in the Boss app. Please note that some of the terminology is outdated in this view, however, and will be updated soon to reflect the verbiage shared above. Until then, here's how the old terminology maps to the sourced described above:
Map Search ➡️ Shopper Search
Direct Invite ➡️ Direct Phone Invite
Shop Page Download ➡️ Webpage Download