Lead Exports

Feature Snapshot

Summary:
Lead Exports are the process of extracting detailed lead event data from LeadConduit into a CSV file that you can save, analyze, and share.

Key Benefits:

• Preserve and review all source event data in a single file
• Enable offline analysis, reporting, and auditing of your lead performance
• Support reconciling costs, revenues, and overall lead lifecycle management

Typical Use Cases:

• Running periodic data audits and back-ups
• Exporting lead events for reconciliation and performance reporting
• Sharing detailed lead history with partners or internal stakeholders

How the Lead Exports work

Lead Exports extract all lead event data (for example, successful submissions, failures, and errors from source integrations) from LeadConduit and compile these details into a CSV file. Once the export process is complete, LeadConduit sends an email with a secure download link, ensuring you can retrieve and save your lead information for further analysis or archiving.

Step‑by‑Step Instructions

1. Log In:
   Sign into your LeadConduit account and navigate to your flow’s dashboard.

2. Navigate to the Export Section:
   In your Dashboard or Reports area, locate the “Export” option (often listed alongside reporting tools).

3. Initiate the Export:
   Click the “Export” button. You may be prompted to select specific date ranges or filters; choose the criteria that match the lead events you wish to extract.

4. Submit the Request:
   Confirm your export preferences and submit the export request. LeadConduit will now compile the source events into a CSV file.

5. Receive the Download Link:
   Once processing is complete, you will receive an email containing a secure download link for your CSV file.

6. Download and Review:
   Click the link in the email and download the CSV file. Open the file in your preferred spreadsheet application to view and analyze your lead event details.

Expected Result:
A complete CSV file is generated and accessible via a download link, containing all specified lead event data from your selected criteria.

📷 Screenshot Placeholder: [Display of an export initiation screen and sample email with download link]

Validation & Monitoring (optional)

• Test the Setup: Run a test export with a small date range to ensure that the email with a download link is received and the CSV file contains the appropriate data.
• Where to Monitor?: Check the “Reports” or “Export History” section within LeadConduit and monitor your email inbox for notifications from LeadConduit regarding export completion.

Best Practices

• Schedule regular exports (daily, weekly, monthly) to maintain an up‑to‑date archive of your lead events.
• Compare exported data with dashboard views to verify data consistency and identify any discrepancies.
• Securely store exported CSV files and restrict access—as they contain detailed lead information.
• Use filters in the export request to narrow down data sets for focused analysis (for instance, exporting only successful lead submissions).

Troubleshooting

Frequently Asked Questions (FAQ)

What data is included in a Lead Export?

The export contains all source event data for the leads matching your chosen filters – including submission records, success/failure events, and any error details.

In what file format is the export provided?

Exports are provided as CSV (Comma-Separated Values) files for easy use in most spreadsheet applications.

How often can I run a Lead Export?

You can export as frequently as needed; however, consider scheduling periodic exports to manage system load and ensure consistency.

Who receives the export download link?

The email address associated with your LeadConduit account receives the secure download link once the export is complete.

Glossary