Export leads

Download collected guest data for follow-up, reporting, or CRM import.

Results and Data
Written forMarketing teams

Leads contain the guest information collected during the booth flow. Export leads from the Leads tab after testing that the right fields are enabled.

Steps

  1. 1Open the experience and choose Leads.
    Leads tab for an experience
    The Leads tab shows collected guest data with search and export.
  2. 2Review lead counts and field coverage.
  3. 3Search or filter if you only need a subset.
  4. 4Use export to download the CSV.
  5. 5Open the CSV and confirm field names and sample rows before importing into another system.

What to know

  • Lead exports reflect the fields configured for the experience. If a field was not enabled or was optional, it may be blank for some guests.
  • Custom question labels make exports easier to use, so avoid generic labels such as Field 1 or Question 2.
  • Lead CSVs are different from analytics report exports. Use Leads when another team needs row-level guest contact data, and use Analytics exports when stakeholders need event performance reporting.

Tips

  • Do a test export before launch if a sponsor, sales team, or CRM owner depends on the data.
  • Keep consent requirements aligned with how the exported data will be used.
  • Confirm CSV column names before building a CRM import template around them.

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