📺 How to Create a Journey to Add New Lead Stages to Leads

Learn how to set up an automated journey that identifies qualifying leads based on specific criteria and adds them to your lead tracker

📺 Create a Staff Membership Time: 4 min

In this tutorial, you'll learn how to create a journey that ensures all potential leads are properly tracked in your system, regardless of how they first interact with your business. By following these simple steps, you can build a comprehensive lead tracking system that captures website sign-ups and other non-traditional lead sources.

What is covered in this video

This checklist covers the key topics that are covered in the video in chronological order:

Understanding automatic vs. manual lead tracking
Creating a new journey (30 sec)
Building a custom audience (1 min 45 sec)
Setting lead qualification conditions (2 min)
Adding lead stages without messaging (3 min)
Activating the journey (3 min 30 sec)

Understanding automatic vs. manual lead tracking

Creating a new journey (30 sec)

Building a custom audience (1 min 45 sec)

Setting lead qualification conditions (2 min)

Adding lead stages without messaging (3 min)

Activating the journey (3 min 30 sec)

Here are some of the key takeaways from the video

Not all contacts automatically appear in your lead tracker. Only leads from Google, Meta, and lead forms are added automatically. Other sources like website account creation require a lead stage assignment through journeys.
Creating a dedicated "Add to Lead Tracker" journey is essential. This journey ensures that all potential leads are properly tracked, even if they didn't come through standard lead generation channels.
Define clear criteria for what constitutes a lead. Using conditions like "record creation within 30 days," "no active plans," and "no future bookings" helps identify true leads who haven't yet converted to customers.
The journey should run continuously. Setting the journey to run automatically ensures that new leads are consistently added to your tracker without manual intervention.
No messaging is required for this type of journey. Unlike other journeys that might include client communications, this journey simply focuses on adding the lead stage to qualifying contacts.

Not all contacts automatically appear in your lead tracker. Only leads from Google, Meta, and lead forms are added automatically. Other sources like website account creation require a lead stage assignment through journeys.

Creating a dedicated "Add to Lead Tracker" journey is essential. This journey ensures that all potential leads are properly tracked, even if they didn't come through standard lead generation channels.

Define clear criteria for what constitutes a lead. Using conditions like "record creation within 30 days," "no active plans," and "no future bookings" helps identify true leads who haven't yet converted to customers.

The journey should run continuously. Setting the journey to run automatically ensures that new leads are consistently added to your tracker without manual intervention.

No messaging is required for this type of journey. Unlike other journeys that might include client communications, this journey simply focuses on adding the lead stage to qualifying contacts.

📺 How to Create a Journey to Add New Lead Stages to Leads | Walla Support Center