Lead Engine: Generate Leads with Branded Audit Reports

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