Smart List & Export Functionality for Leads



This functionality allows site admins to Export Leads and create Smart Lists for the website. 

To start the process of creating a Smart List or Exporting Leads, navigate to Interactions » Member Leads. Under "List Actions" select which process to complete:

Export Lead Data

Select the "Export Current Results" option from the drop-down:

The file will download as a .zip:

In order to export leads, the Export Member Data add-on is required:

» Export Member Data Add-On

Creating a Smart List

Select the "Create Smart List from Results" option from the drop-down:

The Smart List can be viewed by selecting "Go To Leads Smart List":

Additional Information:

» Members » Smart Lists