Leads Tab Explained
The leads tab is where you will find data and profile information for those that have completed your scorecard. This data can be used to follow-up and close a sale, add to specific nurture campaigns or leverage the data for marketing.
To access your Leads Tab:
- Select the Scorecard where you would like to see your leads
- Using the navigation bar on the left-hand side, click Leads
Leads tab Overview page
- The clock with the arrow: Tells you how many times this person, with this email address has taken the Scorecard
- Score: This is their total score. The smiley face will tell you that the person has completed the scorecard.
- Search: Here you can search your leads
- Filter: Here you can search by the date, status, questions and source.
- Export Leads: There is an option to manually export your leads into a CSV file. Simply click on Export in the top right corner and it will download straight away.
- This will include questions, history, and contact information.
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
- 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 or pdf that the participant received.
