Do you receive leads from Underground Elephant, and want those leads to come directly into Blitz? This can be done in two simple steps: configuring your account within Blitz, and sending the provider your Blitz information. If you use First Impressions or QuoteBurst Typhoon with your Underground Elephant account, click the related link below to follow the instructions for setting up a web lead provider with an auto quoting system:
First Impressions setup: https://www.nowblitz.com/blog/enabling-first-impressions/
Typhoon setup: https://www.nowblitz.com/blog/enabling-the-quoteburst-typhoon-integration/
- Configure Underground Elephant within Blitz.
-Go to Administration –> Web Lead Setup. If you use First Impressions or Typhoon, click the Configure link to the right of those. If you do not, click the Configure link next to Underground Elephant.
-Within the Configuration Options screen, click the Enable box next to the types of leads you are receiving. Click Save Settings.
–Optional: For leads to be automatically assigned and added to the assigned user’s schedule, select “Round Robin” in the Auto Assign Group dropdown box. Auto Assign groups can be configured in Administration > Auto Assign Groups.
–Optional: To send out an automatic confirmation email to the lead as soon as it’s added to Blitz, check the box under “Send Confirmation Email.” Under “Confirmation Email Settings,” choose an email template and fill out the information below. To set up email templates, to go Administration > Email Templates.
- Send Blitz IDs to Underground Elephant
-Find the API Id, Transaction Id, and API URL in My Profile. The IDs need to be from your primary administrator’s account. These are the Ids that will link Underground Elephant directly to your account.
-Send your three Ids to Underground Elephant in an email. Explain that you want to set up your Blitz account.
If you have any questions or need to set up a free training session, contact us at (419) 841-8800 or firstname.lastname@example.org.