Documentation Index
Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Journey Overview
| Attribute | Value |
|---|
| Journey ID | UJ-S-012 |
| Actor | Sponsor Admin |
| Goal | Receive and follow up on member inquiries |
| Trigger | Member contacts company through directory |
| Outcome | Lead captured and processed |
Preconditions
- Sponsor has directory listing
- Lead capture enabled for listing
- Sponsor portal access
Journey Flow
Detailed Steps
Receive Lead Notification
When member contacts company:Email Notification:Subject: New Lead from Member Directory
Hi Acme Team,
You have a new inquiry from a member:
Name: John Smith
Email: john@company.com
Phone: 0412 345 678
Company: ABC Corporation
Subject: Request Quote
Message: "We're interested in your consulting
services for our digital transformation project..."
[View Lead in Portal]
[Reply to Lead]
Access Leads Dashboard
Navigate to Leads:┌─────────────────────────────────────────────────────────────┐
│ Directory Leads 🔔 3 New │
├─────────────────────────────────────────────────────────────┤
│ │
│ Filter: [All Status ▼] [This Month ▼] [All Sources ▼] │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 🔵 NEW │ │
│ │ John Smith • ABC Corporation │ │
│ │ Subject: Request Quote │ │
│ │ Received: 2 hours ago │ │
│ │ [View] [Quick Reply] [Mark as Read] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 🟡 IN PROGRESS │ │
│ │ Sarah Johnson • XYZ Inc │ │
│ │ Subject: Partnership Opportunity │ │
│ │ Received: 2 days ago • Last contact: Yesterday │ │
│ │ [View] [Update Status] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 🟢 CONVERTED │ │
│ │ Mike Chen • Tech Solutions │ │
│ │ Subject: General Inquiry │ │
│ │ Received: 1 week ago • Converted: 3 days ago │ │
│ │ [View] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────┘
View Lead Details
Click to view full lead:┌─────────────────────────────────────────────────────────────┐
│ Lead Details │
├─────────────────────────────────────────────────────────────┤
│ │
│ Contact Information │
│ ────────────────── │
│ Name: John Smith │
│ Email: john@company.com │
│ Phone: 0412 345 678 │
│ Company: ABC Corporation │
│ Position: Operations Manager │
│ Location: Sydney, NSW │
│ │
│ Inquiry Details │
│ ─────────────── │
│ Subject: Request Quote │
│ Received: March 15, 2025 at 10:30 AM │
│ Source: Member Directory │
│ │
│ Message: │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ We're interested in your consulting services for our │ │
│ │ digital transformation project. We're a mid-sized │ │
│ │ company looking to modernize our operations. Could we │ │
│ │ schedule a call to discuss? │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Member Profile │
│ ────────────── │
│ Membership: Professional (Active since 2022) │
│ Interests: Digital Transformation, Operations │
│ Events Attended: 5 │
│ [View Full Profile] (if permitted) │
│ │
│ Status: [New ▼] │
│ Notes: [Add notes... ] │
│ │
│ [Reply via Email] [Export to CRM] [Archive] │
│ │
└─────────────────────────────────────────────────────────────┘
Update Lead Status
Track lead progress:| Status | Description |
|---|
| New | Unread lead |
| Read | Viewed but no action |
| In Progress | Being followed up |
| Contacted | Outreach made |
| Meeting Scheduled | Call/meeting booked |
| Proposal Sent | Quote provided |
| Converted | Became customer |
| Lost | Did not convert |
| Archived | No longer active |
Respond to Lead
Reply options:Via Platform:
- Click “Reply via Email”
- Compose response
- Sent from sponsor email (or system)
Externally:
- Copy email address
- Reply from company email
- Update status manually
Export to CRM
Push lead to external CRM:
- Salesforce integration
- HubSpot integration
- CSV export
- Manual entry with copied details
Lead Analytics
┌─────────────────────────────────────────────────────────────┐
│ Lead Statistics - March 2025 │
├─────────────────────────────────────────────────────────────┤
│ │
│ Total Leads: 28 │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ ████████████████░░░░ 80% Response Rate │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ By Status: │
│ • New: 3 │
│ • In Progress: 8 │
│ • Converted: 12 │
│ • Lost: 5 │
│ │
│ Conversion Rate: 42.8% │
│ Avg Response Time: 4.2 hours │
│ │
│ [Download Report] │
│ │
└─────────────────────────────────────────────────────────────┘
Acceptance Criteria
Frontend
Backend
Permissions
Business Rules
Error Handling
