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Export Leads and View Metrics

Export Leads and View Metrics

See lead stats or download a .CSV file for analyzing and importing into your CRM
Daniel Murphey avatar
Written by Daniel Murphey
Updated over a week ago

Metrics are a great way to see how many leads you and others on your team are capturing, and the quality of the leads. Any staff member can access the Metrics page by tapping on the bar graph icon in the lower right corner of the screen. From the Metrics page, you can export leads and metrics or view basic lead metrics.

At 1pm in the event's timezone (or 1pm EST if no timezone was set), two business days after the event ends, everyone on your Lead Retrieval team gets an email with a link to download a CSV with all the leads you collected. There's also a link to the Metrics page that you can copy and share with the rest of your organization.

Screenshot of the post-event email just described.

Export

You don't have to wait until the event is over to export your leads. Exporting leads is super easy! Simply tap the icon in the top right corner of the Metrics page, enter the email address that should receive the export, and tap Send.

Screenshot of the Export Leads and Metrics modal.

You'll receive an email within a minute containing a CSV download link and a link to a shareable version of the Metrics page.

Screenshot of the Leads and Metrics Export email.

The CSV file contains the following columns:

  • Id

  • First Name

  • Last Name

  • Attendee Email 1

  • Attendee Phone Number 1

  • Attendee Phone Number 2

  • Title

  • Company

  • Location

  • Photo

  • Summary

  • Rating

  • Status

  • Notes

  • Attachment

  • Number Of Scanners

  • Scanned By

  • First Scanner

  • First Scan Time

  • Last Scanner

  • Last Scan Time

  • Lead Source

  • Raw QR Code

  • Additional columns for each of the Contact Information options

Metrics page overview

The top of the Metrics page shows data for Total Scans, New Leads, Average Lead Quality, and Active Booth Staff.

Screenshot of the Lead Retrieval Metrics page.

Below these is the Leads Retrieved graph, which you can adjust to show Hourly, Daily, Weekly, or Monthly stats. Tap anywhere on the graph to see the exact number of leads and scans collected at a given time.

Screenshot of the Leads Retrieved section of the Metrics page.

The next two charts are Lead Quality and Lead Status. Tap on any segment of the pie chart to see exact counts.

Screenshots of the Lead Quality and Lead Status sections of the Metrics page.

Lastly, the Booth Staff chart shows the number of Total Scans and New Leads for each staff member. Staff members only appear here if they've scanned at least one lead.

Screenshot of the Booth Staff section of the Metrics page.

Now you know all about Metrics!

Questions? Chat Us or Email support+leadretrieval@socio.events

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