We are thrilled to announce the launch of our new Ignition onboarding lead generation collection link! This new feature is designed to make the onboarding process even easier for accounting and bookkeeping firms that use Ignition for their proposal and engagement letters.
With this new feature, firms can set up a special secure lead page that collects all the key details they need from clients after they have signed a proposal through Ignition. This streamlined process saves firms time and eliminates the need for manual data entry, ensuring greater accuracy and efficiency.
Here are some of the key features of this new feature:
- Easy setup: Setting up the lead generation collection link is a breeze. Simply head to the settings area of Seamlss, then the integrations tab, switch it on, copy the link and you’re ready to go.
- Customizable page: You can customize your preferred method for identity checking to off, source document or Stripe DVS.
- Next steps message: You can set up a next steps message for clients in Ignition to follow once they have accepted the proposal. This message can be edited or added to in the library section of your Ignition templates.
- Secure: This link only works from the Ignition proposal system and keeps it secure by not allowing random bad actors to onboard your firm. The good news is that we can do this with other referral link sites in the future, so be sure to suggest any you may need us to look at.
We believe that this new feature will be a game-changer in automation for accounting and bookkeeping firms that use Ignition. By streamlining the onboarding process, identity check and eliminating manual data entry, firms can attract more potential clients and improve their conversion rates. By collecting accurate client details, firms can better manage their client relationships and provide more targeted services.
We hope you enjoy this new feature and look forward to hearing your feedback!
Example: Referral landing page for clients to continue onboarding and completing ID check below.
