Global Leads > Export

Feature Overview

From the Leads page which is available to users (refer User Permission section below), users will be able to export leads at a Global level for the enterprise by clicking on the Export button.

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Global Leads Export is a 3 step process, as described below.

Step 1: Setup

On click of the Export button, it opens a Lead Export modal popup where user can add filter criteria for the Leads that needs to be exported. This is the Setup step.

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User can choose to generate the report for ‘All advertisers’ or a ‘Single Advertiser’ and for ‘All Publishers’ or for a ‘Single Publisher’ by selecting the appropriate radio button and selecting the appropriate value from the dropdown when ‘Single’ option is selected.

User can then enter a date range to export all leads within the date range. If the user wants to filter out leads for just a campaign, the campaign dropdown can be used, where it shows a list of campaigns.

If the user wants the file to be exported as a CSV file, the CSV export toggle should be enabled, else the file will be available for download as an Excel file by default.

Clicking on the ‘Next’ button takes the user to the second step: ‘Columns’.

Step 2: Columns

In the Columns section of the Lead Export Modal, user can select the columns that need to be available in the exported file. The user can select columns and save the template as a new template using the ‘Save as new template’ option and giving a unique name to the template.

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The user can also load previously saved templates using the ‘Column Template’ dropdown and clicking on ‘Load’. This will populate the Output Columns with the columns in the saved template. The user can also delete any saved templates by loading the template and clicking on ‘Delete’

Using the ‘Search Fields’ search bar, user can search for a column that needs to be added in the report. Columns for the report are categorised and can be viewed by expanding the accordion menu.

Once the user selects a column, the column is added to the ‘Output Columns’, where the user can re-arrange them and provide a ‘New Field Name’ if needed.

The ‘Save Column Template’ option allows the user to save the current selection as a template and re-use the same in the future.

Clicking on ‘Next’ takes the user to the final step of lead export: ‘Conditions’

Step 3: Conditions

In the ‘Conditions’ step of the Lead Export Modal, user must select a Lead Status that needs to be filtered out for the Lead Export Report.

The different types of Lead status are Delivered, Valid, Invalid, Caution, Test, Billable & All. The user can select only 1 of the lead status.

Finally, when the user clicks on the ‘Export’ button, the Lead Export report is generated and will be available in the ‘Exports’ section in the banner.

The report generated will be available under ‘New’ tab, from where the user can download the report. Once downloaded, the report moves to the ‘Downloaded’ tab from where the report can be downloaded, if required, in the future.

Summary

 User Permissions

Admin and agency users can perform global lead export.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748