Lead management

Table of contents

  1. 1. What is a lead?
  2. 2. Access your leads
  3. 3. Filter
  4. 4. Download
  5. 5. Delete
  6. 6. Notifications

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.

access leads.gif

The second one is by accessing the Name of the Workspace - Workspace settings - Leads.

Screen Capture on 2024-03-29 at 11-34-38.gif

Note: The leads will show up based on the date and time when they were submitted.

3. Filter

While in the Leads 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.

filter leads.gif

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). 

Note: Make sure you select the desired timeframe in the calendar in the upper right corner. Then you will view the leads from that time frame only, and you will be able to download them together. Make sure that you have one page or one experience selected from the dropdown on the upper left side of the leads view. Otherwise, the Download button will be greyed out.

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. Note that even if you have the option in your subscription, downloading leads in bulk is only available for the account owner, not team members.

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 click on the Edit button to reveal checkboxes that can be ticked 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.

Screen Capture on 2024-03-29 at 11-39-05.gif

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 

Note: 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