Manage your Leads
Search or filter your list of leads and export to CSV for post-purchase email campaigns. Copy a lead token for one-off post-purchase offers.
Search, Filter, and Sort the Leads List
You can use the Merchant Portal to search, filter, and sort on all the leads your integration has generated.
Warning
You can search and filter on up to 100,000 leads total in the Merchant Portal. If you have more than 100,000 leads total, reach out to your Merchant Success Manager for more information.
Note
You will only be able to search for leads after your first lead has been generated. To generate leads, you either need to be integrated with the Orders API or the Leads API directly. Additionally, you can ask your Merchant Success Manager for a CSV template to manually generate leads on an as-needed basis.
Search by Customer Email, Transaction ID, or Product Reference ID
You can use the search bar at the top of the Leads List View to search your leads by Customer Email, Transaction ID, or Product Reference ID.
- Log into the Merchant Portal
- On the left navigation bar, click on Leads
- Select the parameter you want to search by using the search dropdown (Customer Email by default)
- Click the Search button


Note
Applying a date range filter after submitting a search term will clear your search term and only display leads that meet the date range filter -- you can either use a search term or date range filter, but not both together.
Sort your Leads List
You can sort your entire list of leads on Date (default). This is the date that the lead was created.
- Log into the Merchant Portal
- On the left navigation bar, click on Leads
- Click on the column title DATE to switch between ascending/descending order


Note
Your leads list can only be sorted after you have performed a search or applied a date range filter.
Apply Filters
You can apply a date range filter on the Leads List View to view leads that were generated within a specific date range.


Note
Submitting a search term after applying a date range filter will clear your date range filter and only display leads that meet the search criteria -- you can either use a search term or date range filter, but not both together.
View Lead Details
You can use the Merchant Portal to drill into any of your leads and view information about the customer, product, status and more.
- Log into the Merchant Portal
- On the left navigation bar, click on Leads
- Search or filter to find a specific lead
- Click on the lead in the list view


Export Leads List to CSV
You can use the Merchant Portal to generate a CSV of leads that were created within a specific date range or for a specific customer. The exported CSV can be used to generate post-purchase email campaigns with your email management system of choice. Your CSV column titles are defined below.
CSV Column Title | Definition |
---|---|
Lead Token | Unique token representing a lead that is appended to a URL in order to present the correct offer |
Customer’s email address | |
Quantity | Quantity of product purchased that the lead was created for |
Quantity Consumed | Total number of leads consumed out of total quantity |
Transaction ID | Transaction ID of the associated order in your system |
Status | Current status of the lead |
List Price | Price the product is listed at (in base units) |
Purchase Price | Price customer paid for the product (in base units) |
Currency Code | Currency used to purchase the product |
Title | Name of the product that lead was created for |
Reference ID | Product’s ID in your system (often same as SKU ID) |
Created Date | Date that the lead was created |
Expiration Date | Date that the post-purchase offer expires and is no longer purchasable |
- Log into the Merchant Portal
- On the left navigation bar, click on Leads
- Search for leads OR filter for a specific date range
- Click on Export Leads


You will see a message letting you know that your CSV export is currently being processed and that you will receive an email with a link to download as soon as it is ready. This should only take a few minutes.
- Check your email (email is sent to user's email who initiated the export)
- Click Log in to download and log in if you are not already logged in


- After you've been redirected to the download page in the Merchant Portal, click Download CSV to download your Leads CSV file


Your should see the CSV file downloading directly in your browser. Depending on the number of leads being downloaded, this download can take some time to complete.
Note
Your download link is valid for 3 days from the time you click Export Leads. After 3 days, your link will expire and you will need to re-apply your filters and export again.
Import Leads CSV to Excel
If you want to import your Leads CSV file into an Excel file, we recommend taking the following steps to ensure your data is not manipulated during the import process:
- Open Excel or Google Sheets
- Click on File -> Import


- Click the Upload tab
- Drag in your Leads CSV file or click the Select a file from your device button and select the Leads CSV file


- Uncheck the checkbox beside "Convert text to numbers, dates, and formulas"
- Click the Import Data button


Copy Lead Token
You can use the Merchant Portal to manually copy a lead token for any lead that your integration has generated. The lead token can be used to manually create a lead URL that can be sent to customers for one-off post-purchase offers.
From Leads List View
- Log into the Merchant Portal
- On the left navigation bar, click on Leads
- Search or filter to find a specific lead
- From the list view, click the three dots and select Copy Lead Token


Field and Status Definitions
Every lead has a specific set of fields describing the details and status of the lead. The following fields are defined below. Additionally, you can view the field/status definitions within the Merchant Portal by hovering your cursor over column titles in your leads list view or clicking the information icon beside the Status field.
Leads List View Field Definitions
Field Name | Field Definition |
---|---|
Transaction ID | Transaction ID in your system (typically order ID) |
Date | Order creation date |
Customer Name | Customer’s name |
Customer Email | Customer’s email address |
Product Ref ID | Product’s ID in your system (often same as SKU) |
Product Name | Product name displayed to customers |
Purch Price | Price customer paid for product after any discounts applied |
Status | Current status of the lead |
Lead Details View Field Definitions
Field Name | Field Definition |
---|---|
Product Name | Product name displayed to customers |
Status | Current status of the lead |
Transaction Id | Transaction ID associated with the initial order in your system (typically order ID) |
Customer Email | Customer’s email address |
Product Ref Id | Product’s ID in your system (often same as SKU) |
Product Purchase Price | Price customer paid for product after any discounts applied |
Lead Token | Unique ID of the lead in Extend's system |
Quantity | Total number of leads available for post-purchase product protection sales. If the customer purchased two of the same product and did not purchase a warranty for either product, quantity would be '2' |
Quantity Consumed | Total number of leads that have converted to contract sales |
Status Definitions
Status Name | Status Definition |
---|---|
Live | The customer is eligible for a post-purchase Product Protection Offer |
Consumed | The customer has already purchased the post-purchase Product Protection Offer |
Expired | The customer eligibility for a post-purchase Product Protection Offer has expired |
Updated 18 days ago