How do I add a new Leadfeeder account for my client?
As an agency or partner, you may be charged with setting up Leadfeeder accounts for your clients. Don't worry, we make it simple! Following the steps below and prepare for happy clients!
IMPORTANT NOTE: You need to have Read & Analyze access to your client's Google Analytics view as well as access to add the Leadfeeder Tracker. You can add the Tracker though the source code, Google Tag Manager, or a Wordpress plugin.
Step 1: While you are logged in to Leadfeeder, click the name of the account on the upper right corner. Select + Add a website from the dropdown menu.
Step 3: This will take you through the account setup process. It may look familiar! You did on your first account. Starting with selecting your client's Google Analytics account (this is where you will need to make sure you have that analytics access we mentioned above).
Step 4: Select the correct view from your client's account. This will start the Google Analytics integration.
Step 5: When you get to this step be sure to select Add to a new company. Add the preferred company name for your client and click Create Account.
Step 6: Have the Leadfeeder Tracker script installed on your client's website.
Log into the new account you have created and find their script in the Company settings under Leadfeeder Tracker.
You may have access to do this, or you may need their team to help. Get the tracking script on as soon as possible so that they can start seeing new leads!
Use these articles to help: How to install Leadfeeder Tracker and How to check if Leadfeeder Tracker is working.
Completing these steps will create a new account under your client's company name while you retain access in order to continue to support them. This setup will begin a new 14 day trial for the account and it's own paid subscription options. This also allows the client to manage and pay their own subscription if desired.