Located within Identify >> New Leads >> Leads List
Leads List Info & User Actions | |
ID |
|
Name |
Information submitted by the shopper within the overlay active on the website |
Address | |
LeadGen Date |
Date when the shopper submitted their information |
Offer Segments |
If applicable, this will list campaign related details selected by the shopper Like, which reward card is selected, or the specific vehicle they are interested in |
Redemption |
REDEEM: Confirms shopper has visited the store & triggers reward card be emailed to the customer. (If a date is present, this means a reward card has already been sent to the customer) RESUBMIT: Triggers Lead info to re-push to the connected CRM
Read more about how our AI flags potential Fraud Alerts |
Transaction Date |
Date of a Sale/Transaction matched through a DMS Connection Connecting DMS allows for transactional matches to be reported |
Delete |
Delete a Lead from the Lead List. This does not delete the lead from the connected CRM |
Audience Export |
Read more on How to Export Leads List |
Filter & Export User Actions | |
Date Range |
Select by month or specific start and end date ranges |
Campaign |
By default, All Campaigns will be selected A specific Campaign can be selected from the drop down |
Lead Type |
Incremental Leads: leads submitted by shoppers viewing the promotion on your website Imported Leads: leads imported by you (i.e.: from a CRM, or through a "Bring Your Own List" campaign) All Leads: both incremental & imported leads combined in one screen |
Located within Identify >> New Leads >> Leads Map