Viewing an Individual lead

Individual Lead Data

To drill down into the data of each lead that comes in for your scorecard, start by clicking on their name from the ‘Leads Tab’. 

Once you have made your selection you will then be taken to their overview page. 

You will find a list of the following ‘Overview’ information;

  • Name
  • Email
  • Data & time they took the Scorecard
  • Contact details 
  • Location
  • Total Score
  • Category Scores

For further options using the tool bar along the top;

  • Answers - break down each participant's individual answers and this is particularly helpful when identifying areas of opportunity for a sales call or a retargeting campaign.
  • Activity - will show you their journey throughout the scorecard
  • Source - will tell you where that particular lead has come from which is helpful when testing multiple landing pages.

You can also choose to do the following;

  • Anonymise - This will remove the name and email address from the lead. Also any previously sent links to result pages etc will no longer work.
  • Delete - Delete the person and all of their data
  • View Result - view the results page/pdf that the participant received.

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