How do I see how a lead has interacted with me?

In this article, we will guide you through various methods to find who has interacted with you or your content.

Start by accessing the 'Insights' tab under 'Campaign & Content'. After selecting the right campaign from the dropdown menu, a graph will be displayed. This graph provides insight into which interactions or content were driving your leads. You can see more information about the different interaction types here:

Hovering over each section of the graph will reveal the percentage of total interactions that came from that activity type.

Scroll down slightly to use the links to pull up the leads associated with each activity.

For a more detailed view, you can export the data. This is especially handy for finding if a participant has engaged with you multiple times.

To do this, go to the 'Data Management' tab and select the campaign you want to examine. Click 'Export' to download a .csv file, which can then be sorted and filtered in Excel for easier analysis.

If a participant appears more than once, it shows they've engaged with your team or content multiple times. The 'activity_type' column will Indicate how they have interacted with you. For more information on the various Activity Types, click here.