Smart List & Export Functionality for Leads

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000079364

Overview

Site administrators can export lead data or create Smart Lists from filtered lead results. These tools make it easy to save targeted lead groups for later or download lead information for analysis and reporting.

Both tools work from the current results of the Member Leads page:

  1. Navigate to Interactions » Member Leads.
  2. Apply any filters to narrow the results (1): search, date submitted, status, Member Activity and category.
  3. Click Create Smart List (2) to save the results as a Smart List, or the download button (3) to export them.

The Member Leads page with the search and filter bar numbered 1, the Create Smart List button numbered 2 and the download (Export CSV) button numbered 3.

Export Lead Results

Click the download button (Export CSV) beside the record count, then click Export Records in the confirmation (Export Record for a single lead). The confirmation is titled with the number of leads (EG Export 6 Leads) and says the export file includes the records that match your search filters. Ticking leads in the list does not narrow the export. The page prepares an export of every lead in the current results, not only the page on screen, and shows its progress while the file is created. When it is ready, the file downloads as a compressed ZIP file containing the exported results as a CSV file.

The Export 6 Leads confirmation with the Cancel button and the Export Records button numbered 1.

Cells that start with a formula sign get a leading apostrophe.
When a cell in the export starts with =, +, - or @, or with a tab or line break, the CSV file puts an apostrophe (') in front of it, so spreadsheet programs such as Excel and Google Sheets show the value as text instead of running it as a formula. Phone numbers and numbers (EG +1 310 555 0142 or -12.50) are exported as entered.

Exporting leads requires the Export Member Data add-on. Without it, the download button does not appear:

» Export Member Data Add-On

Create a Smart List from Lead Results

  1. Click Create Smart List at the top of the page.
  2. Enter a Smart list name (4 to 100 characters) and click Create Smart List. The smart list keeps the current search and every filter applied.
  3. In the Smart List Created message, click Open Smart List to view and manage the new list, or Close to stay on the Member Leads page.

Opening the smart list later shows the Member Leads page with the saved search and filters applied.

Related Documentation:

Learn more about managing Smart Lists:

» My Members » Smart Lists

» Interactions » Member Leads