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  3. Leads - Management

Lead Export Follow

Introduction

When exporting leads from the platform, one quick method is to do this directly within the Campaign Leads tab or within the Leads option in the left navigation bar. In each location, there is a button called 'Export' which will allow you to directly export your leads.

Screen_Shot_2022-06-02_at_10.19.09_AM.png

Another way to export your leads is through the Reporting Tabs (Campaign Export). This method will still be available to use, however, this area will be deprecated in the near future. The banner in the screenshot below will be shown to indicate this change.

Screenshot_2022-06-06_at_09.27.34.png

Process

1. Depending on your location in the platform:

a. Within your Campaign, select the Leads Tab, then click Export

b. On the main Dashboard, select the Leads option on the left hand sidebar

screenshot-demo.cvtr.io-2022.06.02-10_23_17.png

2. Within the first modal screen:

- Select a Start Date

- Select an End Date

- If you would like your report in a CSV format (the default is xlsx) select 'Export Report to CSV File On Completion'

- Within Columns choose either 'All Columns' to export all the leads columns or 'Specify Columns'. NB - this is only available within the Campaign Export

Screen_Shot_2022-06-02_at_10.24.23_AM.png

 

3. Select the status of lead you would like to export and select a Flag Filter if applicable

Screen_Shot_2022-06-02_at_10.24.42_AM.png

4. Select Export

Articles in this section

  • Returned Leads in The Convertr Platform
  • Custom Returned Lead Flags
  • Replacement Leads In The Convertr Platform
  • Lead Export
  • Selecting Delimiters when Importing
  • Introduction to Bulk Editing
  • Bulk Lead Editing - Call Centre Users
  • Bulk Lead Editing - Publisher User
  • Bulk Lead Editing - Admin/Agency User
  • Always Deliver
See more

Related articles

  • Report Builder: Creating and Generating Reports
  • Batch Management
  • POST leads to the Convertr Platform - Campaign Webhook
  • Integrating to Marketo Program
  • Scheduled Delivery
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Related articles

  • Report Builder: Creating and Generating Reports
  • Batch Management
  • POST leads to the Convertr Platform - Campaign Webhook
  • Integrating to Marketo Program
  • Scheduled Delivery
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