How To Export Lead Data

This article will guide you through two different methods to export lead data from our platform. Each method serves a unique purpose and the one you choose depends on the specific data you need.

1. Custom Export: Exports only visible columns on the Leads Listing Page + always includes Content name, Consent statement, Consent . Matches “Manage Columns” settings for a quick, filtered snapshot.
2. Full Export: Exports all columns for all or selected leads, giving a complete dataset (contact, demographic, company engagement level, activity type, badge scan note, scanned by, custom questions). 

Method 1: Custom Export: Exporting Specific Lead Data

If you’re interested in exporting specific data points using Custom Export, follow these steps:

Navigate to the ‘Leads’ tab on the platform.

Click on ‘Manage Columns’. This will allow you to select or deselect the data you want to include in your export.

Make your selections as per your requirements. Remember, you can choose any combination of data fields available, you can also arrange these columns in any order you want by clicking and dragging.

Click on ‘Apply’ to save your changes. This step is crucial to ensure your customizations are captured. Please note, the export will only include the columns currently displayed on your dashboard.

If you’d like to further refine your dashboard to display specific leads only, you can achieve this by clicking on the ‘All Filters’ button. This will provide you with a range of filtering options, such as by Campaign name, Activity type, and more. It’s important to remember that the data you export will mirror your dashboard’s current view, based on the filters and columns you’ve set.

Once you have customized your columns and filters:

Click on ‘Export Leads’ and select 'Custom Export' option. This will trigger the download of an Excel file containing all the data displayed on the Leads page as per your column and filter customization.

Method 2: Full Export: Exporting All Available Lead Data

If you need a comprehensive export that includes all available data for your leads, follow these steps:

    Go to the ‘Leads’ tab on the platform.

    Click on ‘Export Leads’ and select 'Full Export'

This will trigger a download of an Excel file, similar to the first method. However, this time, the Excel file will include all available data for selected leads or all the leads from a single or Multi campaign. Each Excel file will be divided into multiple sheets based on individual campaigns. If a leads data appears multiple times this means that a lead has engaged multiple times, and each line will show a different activity type.

The Export History page logs all lead export requests initiated from the Leads Listing page. Once a file is ready for download, users can return to this page to manually download the Excel file.

Additionally, users will receive an email notification when the export is ready. Clicking the link in the email will navigate them to the Export History page, where the file will automatically start downloading.