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How to Preview Sample Ads and Custom Offers

See your ads the way a shopper sees them before a campaign runs, then add the promotions only your store knows about. Two sections of the zone editor, a few clicks each.

Open your campaign in Leads Manager, go to Offers & Notes and click See Samples. A popup shows your ads exactly as shoppers see them on your dealer pages, and tapping any card shows the lead form behind it. Add your own promotions in Custom Offers, click Save, and our team builds and runs the campaign from those selections.

Step by Step

  1. Open your campaigns

    In the CRM top bar, open Menu controls and choose Lead Feeds Manager. That opens Leads Manager with the list of your store's campaigns. Click a campaign's name to open its zone editor. Starting fresh, click Create a New Campaign, pick Inbound Campaign or Acquisitions Campaign, then Continue to Zone Setup.

  2. Go to Offers and Notes

    In the zone editor menu, click Offers & Notes. The section opens with examples of live creative our team builds for dealers, and a note on how your ads are written around what your website already advertises, using your inventory and your brand.

  3. Click See Samples

    Click See Samples, the green button under Your Offers. A large popup titled Watch what your shoppers see opens over the editor and deals a grid of ad cards, such as lease, finance and cash programs alongside the evergreen offers that bring shoppers in.

  4. Tap a card to see the lead form

    Tap any card. The offer opens the way it does for a shopper, with the lead form beside it. The form is greyed out in the preview so you can read every field and question without sending anything. Close the card to return to the grid.

  5. Deal a fresh set, then close the popup

    Click the round Refresh samples button in the popup header to shuffle the cards and see more formats. When you are done, click Close samples, press Escape, or click outside the popup to return to the editor.

  6. Add your Custom Offers

    Click Custom Offers in the editor menu, then Add Offer. Each offer takes an image, a headline and the details, for example a trade bonus when a shopper mentions the ad or a weekend lease special. Add as many as you like.

  7. Review and save

    Open Review to see every selection in one snapshot, including a Custom offers row with a second See Samples button under it. Click Save. Our team builds and runs the campaign from these selections.

Before you start

You need a LeadLocate plan that includes leads and a CRM login that can reach Leads Manager. The account admin controls which menus each user sees, so if Leads Manager is missing from your menu, the admin can switch it on for you in a minute. Have your current promotions to hand: the trade bonus, the manager special, the event this weekend. Anything already on your website is picked up for you, so Custom Offers is for what only the store knows about.

If you have not built a campaign yet, the guide to building a lead campaign walks through the zone, the audience and the lead form first. Running shoppers and owners together is covered on the buyer and seller leads page.

What you should see

The Watch what your shoppers see popup shows your store's ad cards exactly as a shopper sees them on your dealer pages. A store with dealer pages sees its own deck under its own name, with the programs for the makes it carries. Cards come in several footprints, from a single offer to a full photo card, which is the point: a shopper scrolling past sees variety, and so do you. RV and marine stores see cards built for their units.

While the first set loads, placeholder tiles hold the grid so the popup never opens empty. Tapping a card shows both steps a shopper moves through, with every control disabled. In Custom Offers, each card you add shows the image, the headline and the details, and the section gets a green tick in the editor menu once it holds an offer.

Questions? Request a Call Back

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Ready to start? No call needed.See Pricing

Prefer to talk right now? Call or text 844-376-2274.

Quick checks

Look for See Samples in two places. It sits under Your Offers in Offers & Notes and again under the Custom offers row in Review. Both open the same popup.

Save after you add offers. Images upload as you add them, and Save is what sends your new offers to our team with the rest of the campaign's selections.

Write offers the way you would say them. Our team turns each one into finished ad copy, tuned for results and kept compliant with financing ad rules, so a clear headline and plain details are all it takes.

Want a person to walk it with you? A live training session is a good time to open the samples popup together; the training guide shows how to book one.

What happens after you preview

Our team builds and runs every campaign from the selections you make in Leads Manager: the zone, the audience, the lead form questions and your Custom Offers. It runs in the managed webXintel Ads Network that comes with every plan, or in the dealership's own ad accounts. Every lead the campaign brings in lands in LeadLocate CRM, delivered to you and only you, prescreened at capture with the questions you chose and backed by a replacement review.

How do managers get the most from See Samples and Custom Offers?

The samples popup is the fastest way to see your campaign the way a shopper does, and a few habits make every campaign stronger.

  • Preview before every change. Open See Samples whenever you adjust a campaign, so the whole desk agrees on what shoppers see before the selections go to our team.
  • Keep Custom Offers current. Add a new offer each time the store runs a weekend event, a trade bonus or a manager special. Our team writes each one into finished ad copy, so the campaign matches what the showroom is saying this week.
  • Read the lead form as a shopper would. Tap a card and read every question on the greyed out form. If an answer you want before the first call is missing, add it to the prescreening questions in the campaign so every lead arrives with it.
  • Give every offer a strong image and a plain headline. A clear photo and a headline a salesperson would say out loud do the heavy lifting; the details carry the rest.
  • Show the samples to the floor. Salespeople who have seen the offer answer the first text with confidence, because they know exactly what the shopper tapped.

After you click Save, watch the leads that arrive in LeadLocate CRM. The source on every lead shows where it came from, and the offers that bring in the most appointments are the ones to keep in your Custom Offers.

Related tasks

Once leads arrive, the lead inbox guide covers the first reply and the call. A lead that is clearly wrong goes through the bad lead report. Every other guide is in the LeadLocate Help Center.

Frequently Asked Questions

Are the sample ads what my shoppers actually see?

Yes. The popup shows your ads exactly as shoppers see them on your dealer pages, in the same card formats and under the same offers. Tapping a card opens the lead form greyed out, so you see every field without sending anything.

How many Custom Offers can I add?

As many as you like. Each one carries an image, a headline and the details, and our team writes them into finished ad copy alongside what your website already advertises.

Who launches the campaign after I preview it?

Our team builds and runs every campaign from the selections you make in Leads Manager, in the managed webXintel Ads Network or in your dealership's own ad accounts.

Can my salespeople see the samples too?

Anyone whose login includes Leads Manager can open See Samples. The account admin decides which users see that menu.

More Resources from LeadLocate

See your ads before your shoppers do

Pick your zone, preview the cards, add the offers only your store knows about, and our team runs the rest. Watch the recorded demo or talk to us about your market.

Have questions first? Leave your number and a lead specialist calls you back to walk through pricing, coverage, and setup.

Prefer to talk right now? Call or text 844-376-2274.

LeadLocate
Accepted credit cards: Visa, MasterCard, American Express and Discover
LeadLocate™ All rights reserved. Other product and company names mentioned herein are the property of their respective owners.

Answers to your questions:

What is LeadLocate?

LeadLocate is an all-in-one lead generation software and CRM platform. We generate in-market sales leads and provide you with all the tools necessary to sell that customer. All of your leads, texts, calls, emails, deals, and files are available in one place, accessible with a single login.

Accepted credit cards: Visa, MasterCard, American Express and Discover
LeadLocate™ All rights reserved. Other product and company names mentioned herein are the property of their respective owners.

Answers to your questions:

What is LeadLocate?

LeadLocate is an all-in-one lead generation software and CRM platform. We generate in-market sales leads and provide you with all the tools necessary to sell that customer. All of your leads, texts, calls, emails, deals, and files are available in one place, accessible with a single login.