Skip to main content

​
Table of Contents

  1. Create an Octanist Account
  2. Configure Organisation Settings
  3. General
  4. Features
  5. Data
  6. Advanced

​
Create an Octanist Account

  1. Sign Up
  2. Choose a Subscription
    • Select a subscription plan that fits your business needs.
    • Octanist offers a free trial with a limited number of leads you can collect and qualify, allowing you to explore the tool.
  3. Integrations
    • Once your account is set up, you’re ready to select integrations and qualify leads.
    • Follow the detailed guide for outgoing integrations in our documentation.

​
Configure Organisation Settings

Navigate to Settings (cog icon in the bottom-left menu).

​
General

Under General, you can configure essential options: Organisation: Team:
  • Current invited members and pending invitations
  • Manage users and their roles:
    • Admin: Can manage users and integrations
    • Member: Can manage leads
Billing:
  • Usage Statistics: Your current usage and how much is still available in your monthly billing period
  • Billing History: A brief overview of your invoices
Notifications:
  • Weekly Summary: A summary of your weekly lost, won, and qualified leads
  • Lead Expiry Digest: An email is sent to specific users when a lead is about to expire and can no longer be tied back to an advertisement. Qualify these as soon as possible.

​
Features

Labels:
  • Manage labels to attach to specific leads based on your business needs.
Conversions:
  • Qualified Events: Here you can see which conversion names are being used for qualified leads as a stage for your advertising platforms, or have been marked as conversions.
  • Won Events: Here you can find the conversion names for won events across every platform.
Octanist Settings Conversions
Lost Reasons:
  • Enter your standard reasons for when a lead is lost. This can help you gain insights into why leads haven’t converted.

​
Data

Import Leads: Here you can import leads that you have previously collected or that did not come through an online channel. Follow our data import documentation to set this up. Update Leads:
  • Perform a manual bulk upload to update leads.
Export Leads:
  • Export your leads and their data to a CSV or Excel file.

​
Advanced

  • Lead Filtering: Used to only receive leads from a specific domain.
  • External Updates: Used to determine how to handle errors and qualifications of leads when using APIs or updating integrations.
  • API Keys: Used for external tooling and Zapier to qualify leads automatically.
  • Danger Zone: Here you can delete your organisation.