Sales Lead Tool

This tool allows you to configure the public sales lead generation settings.

Note: There are three variables which can be contained in the email confirmation text:

%FULL_NAME%

Replaced by the user's full name as entered on the lead generation form.

%COMMUNITY_URL%

Replaced by a password protected URL (PPA URL) which can be used to gain entry into the FactSet Community area of the public site.

%EMAIL_FROM%

The email 'From' address configured below.

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Email From Address

marketing@factset.com

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Qualified IM Sales Lead Confirmation Email Subject Line

Thank you for your interest in FactSet

Qualified IM Sales Lead Confirmation Email Template

 <p>Dear %FULL_NAME%,</p>

<p>Thank you for visiting the FactSet website.  We have received your information request and a FactSet representative will contact you soon. </p>

<p>To learn more about FactSet, please visit <a href="%COMMUNITY_URL%">FactSet Insider</a>. In this special section of our website you'll find interactive demos and webcasts on FactSet solutions, case studies, strategy papers, and more!</p>

<p>Thank you for your interest in FactSet. </p>

<p>Sincerely,<br>
FactSet Sales & Consulting Services<br>
<a href="mailto:%EMAIL_FROM%">%EMAIL_FROM%</a>
 </p>

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Non-qualified IM Sales Lead Confirmation Email Subject Line

Thank you for your interest in FactSet

Non-qualified IM Sales Lead Confirmation Email Template

 <p>Dear %FULL_NAME%,</p>

<p>Thank you for contacting FactSet via our information request form on www.factset.com. A FactSet representative will review your request and will follow-up with information on FactSet solutions that may meet your needs.</p>

<p>To provide us with additional information regarding your inquiry, e-mail %EMAIL_FROM% with more detail. However, please note that at this time FactSet does not provide solutions to answer individual research requests. </p>

<p>Sincerely,<br>
FactSet</p>

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IB Sales Lead Confirmation Email Subject Line

Thank you for your interest in FactSet

IB Sales Lead Confirmation Email Template

 <p>Dear %FULL_NAME%,</p>

<p>Thank you for visiting the FactSet website.  We have received your information request and a Sales Representative will contact you soon. </p>

<p>To provide us with additional information regarding your inquiry, please e-mail %EMAIL_FROM% with more detail.</p>

<p>Sincerely,<br>
FactSet<br>
%EMAIL_FROM%</p>