Lead Engine: Generate Leads with Branded Audit Reports

Offer branded email audits through your site to attract leads and showcase your marketing expertise.

July 14, 2025

**Turn your website into a lead-generating machine** by embedding customizable audit forms that deliver white-labeled reports instantly to your prospects—automatically and at scale.

## What Is the Lead Engine?

The **Lead Engine** is your centralized hub for lead generation. It allows you to:

- Design and embed **audit request forms** on your website
- Deliver branded email performance reports automatically
- Capture contact info from real Mailchimp users
- Manage multiple forms for different funnels, audiences, or campaigns

🚀 **Premium Feature:** This is available exclusively to Premium users and unlocks powerful automation and branding capabilities.

## What Is the Embedded Audit Form?

The **Embedded Audit Form** is a website-ready, customizable form that allows visitors to request a free email performance report. Once a user submits the form (along with their Mailchimp API key), the system generates a fully branded report using your selected report template — completely hands-off for you.

It’s perfect for:

- Agencies offering free audits
- Consultants onboarding new clients
- Businesses creating data-driven lead magnets

## White-Label Branding (Premium)

White-labeling doesn’t just apply to the audit form — Premium users can fully brand their experience across:

- **Audit Reports:** Include your own logo, icon, and color theme
- **Dashboards:** Change the interface theme to match your brand
- **Downloadable PDFs:** Export branded versions of every report
- **Audit Forms:** Apply unique branding per form

This helps establish authority, elevate presentation quality, and reinforce your identity throughout the lead journey.

## Multiple Forms: A Game-Changer

You’re no longer limited to a single audit form.

Now you can **create and manage multiple forms**, each with its own:

- **Custom layout and branding**
- **Linked report template**
- **Unique lead collection list**
- **Design and styling** tailored to a specific campaign or site

### 👉 Example Use Cases:

- One form for your homepage
- One form for a partner landing page
- One form tailored to ecommerce clients
- One form for onboarding workshops

Every form has its own **Generated Leads** list and **Personalization settings**, making it easy to manage separate funnels or initiatives from one place.

## How to Set It Up

### **1\. Access the Lead Engine Page**

From the main menu, navigate to **Lead Engine**. You’ll see:

- **Generated Leads** table
- **Audit Form Preview**
- **Embed Form Code**
- **Personalization** panel

### **2\. Create or Manage a Form**

At the top of the page, use the **form dropdown menu** to:

- Select an existing form (e.g. “Email Audit Form”)
- **Create New Form**
- **Rename**, **Duplicate**, or **Delete** a form
- Enter **Edit Mode** (also accessible via the blue **Edit Form** button)

Each form is fully independent with its own styling, template, and tracking.

### **3\. Customize Your Form**

Click **Edit Form** to access the **Edit Audit Form** editor. Here, you can modify:

- **Content**: Headings, labels, placeholder text, CTA buttons
- **Design**: Colors, fonts, spacing, and layout
- **Settings**:
    - Select a report template to be generated
    - Enable autoresponse emails
    - Add custom CSS for advanced styling

➡️ All form editing is covered in another article — **Edit Your Audit Form**

### **4\. Embed the Form on Your Website**

Back on the Lead Engine page:

- Scroll to the **Embed Form Code** section
- Click **Copy Code**
- Paste it directly into your website HTML

That’s it—your lead magnet is live and ready to work 24/7.

## Where Leads Go

Each time someone completes your form:

- Their info (name, email, country, API key, phone) is saved
- You’ll find them listed in the **Generated Leads** table at the top of the Lead Engine page
- Each form keeps its own separate list of leads

These leads don’t have access to your app — they’re contactable prospects tied to real data.

## Why It Helps Your Business Grow

✅ **Pre-Qualified Leads**

Only Mailchimp users can complete the form—so every lead is already email-savvy.

✅ **Show Value Instantly**

Reports are generated on submission—delivering insight before the first meeting.

✅ **Automate & Scale**

Create and run multiple branded funnels at once—zero manual effort.

✅ **Elevate Your Brand**

Your colors, your logo, your voice—every touchpoint reinforces your professionalism.

## Perfect For Your Business

- Digital agencies offering free audits
- Email marketers onboarding clients
- SaaS or ecommerce brands with segmented lead funnels
- Consultants with specialized landing pages

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