Exporting Leads to CSV
Export your lead data to integrate with your CRM, email marketing platform, or spreadsheet tool. CSV export gives you full control over your data for analysis, backup, and integration with other systems.
Why Export Leads
Exporting leads allows you to import them into email marketing tools like Mailchimp, CRMs like HubSpot or Salesforce, or analyze them in Excel or Google Sheets. It's essential for integrating quiz leads into your existing marketing and sales workflows. Regular exports also serve as a backup of your valuable lead data.
How to Export
Go to the Leads page in your dashboard. Look for the 'Export to CSV' button (coming soon - currently you can view leads in the dashboard). When available, clicking this button will download a CSV file containing all your leads with their name, email, quiz name, score, result category, and submission date.
Working with CSV Files
CSV (Comma-Separated Values) files can be opened in Excel, Google Sheets, or any spreadsheet program. You can also import them directly into most CRM and email marketing tools. The file includes headers for each column, making it easy to understand and import your data. Use the data for segmentation, personalized follow-up, or reporting.
Data Privacy and Storage
Handle exported lead data responsibly and in compliance with privacy regulations like GDPR. Store CSV files securely and delete them when no longer needed. Only share lead data with authorized team members. Remember that you're responsible for how you use and store exported data outside of Convertly.
Perfect!
You understand how to export and use your lead data. This flexibility ensures your quiz leads integrate seamlessly into your existing marketing and sales processes.
What's Next?
- Set up automated workflows in your email marketing tool
- Analyze lead scoring patterns to optimize your quizzes