How to Configure Mazevo for External Inquiries

Overview

This article explains how to configure and use the simple form for capturing sales leads.

Configuring the Inquiry Page

1. Navigate to Account Settings and select the Inquiry tab.

2. Check Use Inquiry Form to activate the inquiry process (this enables the page).

3. If the form will be displayed in an iframe, check the Hide Header option.

4. Check Send Inquiry Emails to Event Planners to notify all event planners that a new inquiry has been submitted.

5. Customize the heading for the inquiry form by editing the Inquiry Header Message.

6. To add Event Questions to the inquiry form, click Add Event Question and select the questions to appear on the inquiry form.  Only manual event questions are available on the inquiry form, and all questions will require an answer before submitting the inquiry.

Use the View button to test the page and ensure it appears as expected.

Embed the URL of the inquiry form into your marketing page to start capturing leads.

 

Processing Inquiries

1. Access the Inquiries Page:

   • Configure Day at a Glance to show the Inquiries page, which displays all submitted inquiries.

2. Process an Inquiry:

   • Click on an inquiry record to begin processing it.

3. View Existing Organizations:

   • Click on the Organization name to view details of existing organizations.  Add a new organization record if necessary.

4. View Existing Contacts:

   • Click on the Contact name to view details of existing contacts. Add a new contact record if necessary.

5. Create a New Event:

   • Click on Add New Event to create a new event based on the inquiry. If you ask event questions, those questions will be added to the new event.