Managing leads

Open Leads in the sidebar. The table shows each lead's Received time, Name, Contact, Message, Code / form, where it was Scanned in, and the marketing Opt-in. Long messages are cut short; click one to read it in full.

Filter

Filter by Form, Code, and a From and To date.

Export

Click CSV or XLSX to download the leads matching your current filters, up to 50,000 at a time. Leads hidden because you went over your monthly allowance aren't included. The file includes:

• Received, First name, Last name, Email, Phone;
• Address line 1, Address line 2, City, Suburb/District, State/Region, ZIP/Postal code, Country, Message;
• Form, Code, Placement, Scan country, Scan region, Scan city, Device;
• Terms accepted, Terms wording, Terms URL, Marketing opt-in, Marketing wording, Consent time;
• UTM.

Notifications

Set these per form, under Notifications in the form editor:

• Email each lead: an email for every submission.
• Daily digest: one email a day with the previous day's leads.
• Off.

Both emails include the message, if the visitor wrote one. Enter up to 10 addresses in Send to. Each address must belong to a member of the workspace.

Webhooks and Zapier

Every new lead can also send a lead.created webhook (Pro and up), which includes the message. See Webhooks.

Delete a lead

Click Delete lead on the row and confirm. This can't be undone. Owners and admins can delete leads.

Who can see leads

Everyone in the workspace, including viewers, can see and export leads. Leads contain personal data, so only invite people who need it.