Find and edit leads

A lead is a person who has signed up in one of your campaigns. If the same person takes part in several campaigns, they are one lead with all their activity.

All leads

1. Go to Campaigns and click Leads.
2. Search by email, phone number or custom token.
3. Choose which columns to show. Every field you collect can be a column, besides Email, First name, Phone number, Created at, Last activity and Campaigns.
4. Click a lead's Actions to open (Overview), Edit or Delete it.

The page title shows how many leads you have, for example "Leads (1,250)": "An overview of all your leads and the data collected about them."

The leads of one campaign

1. Open the campaign's dashboard.
2. Click the Leads tab (Campaign leads).
3. Search by name or email.
4. Filter if you like:
   • Winner status: Winners or Non-winners.
   • Only prizes: only people who won one of the prizes you pick.
   • Filter by date: only people who took part in a period. Clear it with Clear date range.
5. Click View lead to see everything about one person.

The list shows Name, Type, the email or phone number, Participated at and, where used, Prizes, Channels, Drawing tickets and Lucky number guesses. You can also show IP address and Action data (the clicks you track). Each lead shows how many prizes it won, for example "Prizes won · 2". Click Show codes to see the prize codes.

Look at one lead

Click a lead to open Lead details:

• Overview: Prizes won, Last activity, Accepted permissions, Data points and Engagement time.
• Activity: what the person did, and when, per campaign.
• Campaigns: the campaigns they took part in, and whether they are Subscribed or Unsubscribed. Click Dashboard to open that campaign's dashboard.
• Data: everything they entered in forms, Game data, uploaded Files and Data action entries (clicks you track). Search with Search by field or value… or Filter by date.
• Prizes: the prizes they won.
• GDPR: the consents they accepted, with text and time, and the Subscribed campaigns.
• Integrations: the "Last five integration logs.": whether the lead was sent to your other tools (Succeeded or Failed).

Edit a lead's data

1. Open the lead and go to the Data tab.
2. Double-click a value to edit it ("Double-click to edit"), or click Add data to add a field.
3. Save your change.

To remove a value or a file, use Delete data or Delete file.

Give a prize by hand

1. Open the lead and go to the Prizes tab.
2. Click Add prize.
3. Choose the campaign under Select campaign and the prize under Select prize.
4. Click Create.

On the Prizes tab, you can also send a preview of the prize-winner email: enter an email address and click Send preview.

Send a lead to an integration again

If a lead could not be sent to one of your tools, the Integrations tab shows Failed. Fix the problem in the integration, then click Resend. See Delivery status.

Remove a participation

On the Campaigns tab, click Remove participation to remove the person from one campaign. They stay a lead in your account.

Delete a lead

1. Open the lead's Actions and click Delete.
2. Confirm Delete lead.

The lead and all their data are deleted for good. Use this when a person asks to have their data deleted.

To delete leads automatically some time after a campaign ends, see Data & access: deletion, support access and popups.

Editing and deleting leads needs a role that is allowed to edit the audience. See Invite users and roles.