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Lead Gen Landing Page CMA Report

Lisa Contreras Jul 25, 2015 01:19AM PDT

I love the Lead Gen landing page for an instant CMA. But, the report ends up over 100 pages - is there a way to customize the report pages that the auto generated CMA puts out?

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Andrew Denton Jul 26, 2015 09:11PM PDT Cloud CMA Agent
Good day,

http://support.cloudcma.com/customer/portal/articles/1883406-how-to-customize-my-api-button
The API button is set to default to the last setup used in your most recent report. This includes pages selected, theme and layout. To view your previous report settings click edit on your last report, then click customize and review pages. I would suggest creating a NEW report with the criteria you would like to use. You can also create an API button template by creating a one-click report titled "web lead". Setting up a one-click report titled "web lead" will allow you to select the criteria you would like to use when creating a report via API button and reports created via email.



After Logging in, click the CMA tab at the top of the screen.



Step 1: Click “Edit button” on an existing report.




Step 2: Click “Customize Tab” located on the black bar.




Step 3: Customize the report with the criteria you would like to setup for repots made via API button.



Step 4: Locate and click on “One-click reports”


Step 5: Click “Add a new Report”


Step 6: Title the new One-Click report “web lead”

Step 7: Click “Save these Pages”




Step 8: Click “Publish” to save changes to the report.

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