Setup guides, embed instructions, automation reference, and the answers to the questions owners ask most often.
DaycareMarketerz is designed to be operational the same day you sign up. Here's exactly what to do in order.
Go to app.daycaremarketerz.com/signup. Enter your name, email, and daycare center name. You'll be taken directly into the dashboard — no email confirmation required.
The wizard walks you through four steps: center details (name, address, hours), notification preferences (email and SMS alerts when a lead comes in), tour availability, and your first automation selection. Takes about 10 minutes.
Copy your embed code from Settings > Embed Code. Paste it before the closing </body> tag on your website. Lily — your AI lead capture assistant — will appear immediately. See the Embed guide below for step-by-step instructions.
Visit your website and fill out Lily's form using a test name and your own email address. Return to your dashboard — you should see the lead appear in your Kanban pipeline within seconds, and receive a notification at the email or phone number you configured.
Go to Automations and enable "New Lead Welcome." This sends a warm, personalized email to every new inquiry within 5 minutes of form submission — automatically, every time, including evenings and weekends.
Lily is a lightweight chat-style lead capture widget that replaces long web forms. It guides parents through a short conversation — collecting their name, contact info, child's age, and tour preference — and sends every response directly into your CRM pipeline.
Log in to your DaycareMarketerz account. Navigate to Settings > Embed Code. You'll see a code snippet that looks like this:
<script
src="https://daycaremarketerz-production.up.railway.app/embed/embed.min.js"
data-tenant-id="YOUR_TENANT_ID"
defer
></script>
Add the snippet before the closing </body> tag on every page where you want Lily to appear. For WordPress sites, the best place is your theme's footer.php file, or use a plugin like "Insert Headers and Footers."
Visit your website. You should see Lily's chat button appear in the lower-right corner within a few seconds. Click it and submit a test inquiry using your own email address. Confirm the lead appears in your dashboard pipeline.
An automation is a rule: when a specific event happens, send a specific message (or series of messages). You don't have to do anything manually — the system watches for the trigger and fires the action instantly.
| Trigger | What it watches for | Typical action |
|---|---|---|
| New Lead | Any new form submission through Lily or manual entry | Send welcome email within 5 minutes |
| Tour Scheduled | Lead status moves to "Tour Scheduled" | Send tour confirmation + 24-hour reminder |
| No Contact | Lead has not been contacted in 48 hours | Send follow-up email or notify owner via SMS |
| Re-engagement | Lead has been inactive for 14+ days | Send re-engagement drip sequence |
| Tour No-show | Tour date passes with no status update | Send "We missed you" message, offer to reschedule |
A drip sequence is a series of timed messages sent after a single trigger. For example, a new-lead drip might send: a welcome email at 5 minutes, an SMS the next morning, and a value email 3 days later — all automatically, stopping as soon as the lead books a tour or opts out.
Each step in a drip can be an email, an SMS, or an internal notification to the owner. You control the timing and content of each step independently.
Your analytics dashboard shows you exactly where leads come from, how many convert to tours, and what's happening in your pipeline right now.
The top of your dashboard shows a real-time count of leads in each status: New Lead, Contacted, Tour Scheduled, and Enrolled. This gives you an immediate read on how full your pipeline is and where things are stalling.
Every lead is tagged with the channel that brought them in — Google search, Facebook ad, referral, direct web visit, or specific form name. The Source Breakdown chart shows which channels are generating the most leads and which are generating the most enrollments. These are different numbers — a channel that drives a lot of leads but few enrollments may need better targeting or a different message.
This metric divides the number of leads who booked a tour by the total number of leads who received a first contact. If your tour conversion rate is below 30%, it usually points to a follow-up timing issue — the fix is often enabling a faster first-response automation.
Every lead receives a score from 0 to 100, updated automatically as they engage. The score is based on: how recently they submitted, whether they opened emails, whether they clicked links, and whether they provided a tour preference. High-scoring leads deserve priority follow-up — the Kanban board sorts by score within each stage by default.
The Leads This Month chart compares your current month to the prior month. A useful benchmark for daycare centers: conversion from first inquiry to enrolled family typically runs between 15% and 35%. If you're below 15%, the automations are doing their job — the issue is usually speed of first response or tour experience.
This documentation covers the most common scenarios. If your situation isn't here, Jim answers every email personally.
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