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

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)

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