How to edit a lead and add points to their total
This guide walks through how to edit a lead and add points to their total for campaign setup.
Strategy guide: Want the bigger campaign playbook behind this setup? Read Referral Programs.
Each lead in the campaign can be edited manually. To do so: 1. Click the Leads tab 
-
Then click the “View Card” and you will access the lead’s details
-
To edit the lead click the “Edit Lead” tab
Within this tab you are able to: 1) add additional points to an individual lead 2) edit the lead’s name/phone number/email address 3) if the user has added any custom fields to a Kickofflabs form, they can also edit the custom field area 4) manually tag a lead 5) mark the lead as fraudulent or resend emails. After making changes, please remember to “Update Lead” to save the changes made. Need help? Let us know at support@kickofflabs.com!
What to check after
Section titled “What to check after”- Confirm the setting, export, integration, or message changed where you expected in KickoffLabs.
- If this affects leads, forms, referrals, emails, or integrations, submit a fresh test lead and verify the result end-to-end.
- Save the campaign URL, test lead email, screenshots, and any error messages before contacting support.
Need help? Email support@kickofflabs.com with your campaign URL, the lead email you tested with, and a screenshot of what you expected to happen.