Marks

Your best customers usually find you on Google, come back later, read your offers and pick a budget over $3,000. You make a mark with exactly that. From then on, every lead who did the same carries the badge, and the others are dimmed when you apply it.

On the Leads page, in the Marks panel, press the + button (New mark). Describe the leads in your own words with Enter with AI, or build it by hand with Enter manually. Either way you see the conditions and can change them before saving.

The three starting points

Which visit

• The visit they sent the form in (the default), also offered as Their last visit: the same visit.
• Any visit, Their first visit, or Visit number (counted from their first visit ever: exactly 4, after the 4th, between the 4th and the 5th).
• Every visit (under More): each visit up to sending must meet it.

Then, a later visit

On a visit card, Then, a later visit adds a visit that must come after it (any later visit, or a visit number). Chain up to three. A second card on its own (Another visit) is a separate visit that must also have happened, in any order.

Pages in order

With two or more pages in a visit, choose in any order or in this order. In order, each page says how it follows the one before: right after (the very next page) or later in the same visit.

Headings

A heading is picked from the page's real headings: type part of its name. It can be read (on screen for at least 1 second, and for how long if you say so) or not read (never on screen for 1 second; scrolling past does not count). Under More: the share of the page's or the visit's reading that went to it.

Write what you want, for example: leads that read our "What we do" section for more than 20 seconds, then went straight to pricing and read "Offers" for 20 seconds, with a budget over $30. Put section names in quotes so they are not mixed up with the rest of the sentence.

• It knows your form fields by name, so "budget" finds your budget field. If none of your fields fits, it says so and offers to name your fields.
• It knows sales words: "hesitation" is the time between clicking into a field and typing; "rushed" is a short fill time; "came back" is a later visit. When such a word comes with no number, it asks one question, for example how many seconds counts as hesitation.
• It sees your pages, your form fields and only the headings your sentence names. It never sees any lead's answers or visits.

• Preview. While you build a mark, it is tried on your last 100 leads: "9 of your last 100 leads match", with the first few and why. Nothing is saved.
• New leads. While a mark is on, every new lead is checked, and again when that visit ends. A mark used by a hook is checked first, the moment the form is sent, so the notification never waits. Other marks are checked right after, in the background. When many forms arrive at once they can take a few minutes, so a badge may appear a little later.
• Past leads. When you save a new or changed mark, or turn one on, you choose which earlier leads to check too: Last 30 days (the default), Last 90 days, All leads, or None, only new leads. Each choice shows how many leads it covers. They are checked in the background, newest first: the save does not wait, and the mark shows "checking 120 of 412" until it is done.
• Off means not checked: while a mark is off, new leads are not checked and its badges are hidden. Turning it on asks the past-leads question again.
• Changing the rule clears the old results: a badge always belongs to the rule you see.
• Not checked. When you apply a mark, a lead it never checked (older than your choice, sent while it was off, or not reached yet) says "not checked" instead of looking like it does not match.
• Re-check its leads (in the mark's menu) checks the same leads again, in the background.

• Only what happened before the lead sent the form counts. A badge never changes because of what they did afterwards.
• A lead is checked against the conditions in a fixed order, the cheapest first (answers, then how the form was filled, then visits). The first condition it fails ends the check for that lead.
• The numbers are the ones the lead's visit chart shows: time on a page is from opening it to leaving it, time per heading counts stays of 1 second or more.
• A range answer matches when any part of it qualifies: "$1k-$5k" meets "budget at least 3,000".
• The badge shows why: for example Budget: $1k-$5k, visit 2: /pricing 2 min > /contact.

• Everything in a mark must be true (AND). There is no OR yet.
• Up to 6 visits, 3 visits chained with "then", 8 conditions on a visit or a page, 6 pages in a visit, 6 answer and 6 form conditions.
• No dates or times of day: marks are for spotting good leads as they arrive.
• Marks made with the earlier builder keep opening in it. The marks you add from the library are made that way too, for now.
• "Compared with your other leads" (below normal, normal, above normal time on a section) is planned; it appears once Jellyhook has enough leads to compare.

Form fields, Notifications, Leads page.