Download Campaign Leads Report

1) From the Emails section from the main navigation bar, click on Campaigns.

2) Click on Campaign Statistics (to the right of the blue 'Create Campaign' button)

3) Use the filter bar to view leads specific to a single campaign 

- Filter based on the campaign by selecting the dropdown menu for 'Campaign'

- Search for a specific customer by typing their name or email address in the 'Customer' field 

- Change the date to 'Past' or 'Future' 

- Change the type of trigger to view leads from different forms, pages, lead boxes, etc.

- Filter based on current status of the campaign by selecting dropdown menu for 'Status'

4) Click the green Apply button

5) Once you have applied all the necessary filters, click on 'Download Report' to save this report as a .CSV file

Do you still have some questions or need some additional help?  Reach out to us at support@patientsites.com and our team will be happy to help you.