Once the Wingmate Program is active at your company, you will receive an email with your login information. The email subject will read: "Welcome to Wingmate @ (your company name)," be sure to check all your mail folders for this email. Sign in to the web platform with the User ID and Passcode provided in your welcome email.
Login to the web platform here.
1. Accessing your admin console
Click the icon in the top right to access admin and analytics. This will allow you to tap into and set many different program details.
(We are constantly adding to the Admin Console Options below)
2. Setting up your program details
It's important to tell your people what you are looking for! You can do this in the Admin Console. Click the "What's a Good Lead?" icon. From here you will open an editor that will allow you to input your program (see image below). This is a custom HTML page dedicated to your company that your lead generators will see in their app.
We will pre-fill this for you based on best practices, but you can go in and edit it to your liking! It should include exactly what's a good lead for your business, promotions, incentives, etc. It can be updated whenever you like. You can also email email@example.com the program details you wish to include on the page and we will do it for you!
3. Adding users
To add your users, click "Add new user accounts". From here you must select the type of user you are adding (Manager, Salesperson, Frontline members). Each account has different access. All accounts will have access to the mobile app for convenience, only lead generator (frontline) accounts will track a balance.
Manager: The gatekeepers of the campaign who have full oversight of everything in the web platform (pipeline, ability to assign leads to salespeople, approve leads, and view analytics).
Salesperson: These users have access to their own pipeline and can only action leads once they are assigned to them by the system or a manager.
Lead Generators: These are usually your frontline employees who will ONLY have access to the mobile app to generate and track their own leads. Leads captured through the app get sent to the web dashboard.
When adding users, please input full name, cell phone number (no spaces or hyphens), and email. The last 4 digits will be used as the user's pin code to log in. Please be sure to enter user information correctly with no blank spaces, or have us do it for you.
If you’re a larger company, we will host a live online signup link for your employees to sign up as they wish (can be discussed on onboarding call).
4. When leads come in:
The web platform is where all your leads come in, be patient at first, it may take a few days for your frontline to start submitting leads.
When new leads come in they will appear in your web platform similar to the image below. You will also receive a notification via email.
(Web Platform Pipeline View)
To see how to assign a new lead, click here.