1. What is a lead?
A lead is the set of information that one visitor submits through a form that you placed on your landing page. As an example, if your form fields are Name, Email, City, and Zip Code, then two leads will look like the ones below.
Lead generation is an important aspect of digital marketing and is often the primary goal of landing pages.
2. Access your leads
There are two ways in which you can access the leads.
The first one is by clicking on the three dots next to the page name, just like in the gif below.
The second one is by accessing Form Submissions under Contacts from the menu on the left.
Here, the Status column refers to whether or not that lead was sent to Contacts to be contacted via email later. To send a lead (or several) to Contacts, select them using the checkbox on the left side and then click "Send to contacts" in the upper right corner. To learn more about Contacts, please visit this guide: https://d.pr/yQkA8t
The leads will show up based on the date and time when they were submitted.
If you are using an embedded form, the leads will not show up in Instapage. They can be found in the system from which the code was generated.
3. Filter
While in the From Submissions dashboard, you can filter them by selecting the desired date range. You can filter them by All, Last 7 Days, Last 30 Days, Last 90 Days, or by selecting a custom date range.
4. Download
You can download the leads by first choosing the desired time range and then clicking on the Download button. You can choose Direct Download or Export to Email.
The Download Button (shown above) located at the top right corner will allow you to download your entire list in three different formats (txt, csv, xlsx).
Can I bulk download the leads for an entire group of pages or for the entire workspace?
This feature is only available for some of our subscriptions. More information about our currently available subscriptions can be found here: https://instapage.com/plans
If the Download button is greyed out when you have a group of pages or a workspace selected, this means that your subscription does not allow that. Please select a single page or an experience from the dropdown on the upper left in order to proceed.
If you do have this available, then clicking the Download button while a workspace or a group is selected will present you with a pop-up similar to the one pictured below:
5. Delete
If you go to your leads dashboard, you will see a list of the leads collected by your landing page. You can tick the checkboxes to select the leads you want to delete. You can click on the main checkbox to select all of the leads on the current page. Deleting the leads is a permanent action, and if you do this, they can not be recovered.
6. Notifications
You can set up notifications so that you can receive them in your email each time a visitor submits a form. You can find the step-by-step instructional article on how to set this up here: https://d.pr/pkIjIm
If you would like to automatically send your leads to your CRM/lead management platform, please check out our direct integrations here: https://d.pr/YZZNPK
If you would like to learn more about Contacts & Lists, you can have a look at our dedicated article for this section: https://d.pr/mvKFAZ