Genius Marketing: Growing your lead pipeline with Lead sources

In this article, you will learn how to use the Lead sources tab in Genius Marketing to see every lead source connected to your account, turn on new ones, and follow up on leads that didn't book.

Workiz already connects to the places your customers look for help — Yelp, Thumbtack, Angi, your website, Google, and your inbox. The Lead sources tab brings all of them into one view, so you can see at a glance what's already feeding leads into your account, what else is available, and turn on new sources without hunting through separate settings pages.

Opening the Lead sources tab

1. From the left navigation, select Marketing
2. Select the Lead sources tab

The article is split into two sections: sources you can connect, and sources that are already active in your account.

Connecting a new lead source

The top section lists sources that aren't set up in your account yet. Select Connect next to a source to start setup. Once it's connected, the source moves down to the bottom section of active connections.

Leads from Yelp, Thumbtack, and Angi Leads arrive in your Message Center, where you can reply to the customer and turn the request into a lead or job in one click. Workiz fills in the details the customer already provided and tags the job with that source's ad group, so you can track the revenue it brings in.

Yelp

1. Next to Yelp, select Connect.
2. Turn on the toggle to enable the add-on.
3. Select Connect Yelp, then sign in to your Yelp account.

For more details, please see Connecting Workiz to Yelp to quickly respond to leads and close more jobs.

Thumbtack

1. Next to Thumbtack, select Connect.
2. Turn on the toggle to enable the add-on.
3. Select Connect Thumbtack.
4. Choose your Thumbtack account, then select Confirm connection.

You can connect more than one business if they're all under the same Thumbtack account. Repeat these steps and choose the next business. For more details, please see Respond faster to leads and close more jobs with Thumbtack.

Web Form

1. Next to Web Form, select Connect.
2. Select Add new form and give the form a name that shows where you'll use it.
3. Choose which fields to show and which are required.
4. Choose the email address and phone number to notify when someone submits the form. You can also auto-assign new jobs to a user, set an ad group, and turn on CAPTCHA.
5. Select Save.
6. Select Use in website next to the form to copy a link to a hosted form page, or copy the embed code to add to your website.

Each submission is added to your incoming messages, where you can turn it into a job. For more details, please see Website Integration – Adding a Service Form to Your Website.

Angi Leads

If Angi Leads isn't connected yet, you'll need your Angi Leads ID. This integration works with Angi Leads only, not Angi Ads.

1. Next to Angi Leads, select Connect.
2. Turn on the toggle to enable the add-on.
3. Select Activate, then enter your Angi Leads ID.

Syncing can take up to 24 hours. Workiz sends a test lead to your Message Center and a confirmation email once your accounts are synced. For more details, please see How to land more jobs using the Angi Leads (HomeAdvisor Pro) integration.

Google Business Profile

Connect your online booking portal to Google so clients who find your business on Google can book with you directly. Reserve with Google is free and connects automatically. If you have an active, paid Google Local Services Ads account, Workiz connects that too. You'll need an existing Google Business Profile. If you haven't set up online booking yet, please see How to enable and use online booking.

1. Next to Online booking & Google integrations, select Manage (or Connect, if it isn't set up yet). Your online booking settings open in a new browser tab.
2. Go to the Google integrations step.
3. Turn on Enable Google integrations.
4. Enter your company details exactly as they appear on your Google Business Profile, such as your business name and address. If you don't have a business website, you can enter your Facebook page or Google Local Services page instead.
5. Map your Workiz job types to the matching Google Service Type, and enter an estimated price for each service.
6. Select Save.

It takes about 48 hours for your accounts to connect. New bookings from Google arrive in your Message Center, either as requests to approve or as jobs, depending on your booking page settings. For more details, please see Connecting your online booking portal to Google. To reach more clients with paid Google ads, please see Boosting your bookings with Google Local Services Ads.

Managing your active lead sources

The bottom  section lists every source that's already connected. Each row shows:

• Status – An Active label means the source is connected and sending leads to Workiz.
• Lead activity – How many leads the source has brought in, and how many of those didn't book (for example, 1 leads · 1 didn't book). New sources show No leads yet until the first lead arrives.

Select Manage next to a source to open its settings. Sources you may see here include:

• Online booking & Google integrations – Booking requests from your online booking portal and your Google Business Profile. Manage opens your online booking settings in a new browser tab.
• Angi Leads – Leads from your Angi (HomeAdvisor Pro) account. Manage opens the Angi Leads page in the Feature Center, where you can turn the integration on and find setup guides.
• Genius Leads – Leads created automatically from service request emails. Manage opens your Genius Leads settings in a new browser tab.
• Yelp, Thumbtack, and Web Form, once connected.

Winning back leads that didn't book

Not every lead turns into a job — but that doesn't mean it's gone for good. With Genius Marketing, you’ll have a chance to win them back. 

After activating your lead integrations, you’ll see the option to Win back. Select this option

to reach out to those leads with a Genius Marketing campaign and give them another reason to book.Workiz will automatically apply the right filters to target these clients specifically.

For more on building campaigns, please see Genius Marketing: Boosting repeat jobs and managing your online reputation.