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.

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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.

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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.

1. Log into the Merchant Portal
2. On the left navigation bar, click on Leads
3. Select the parameter you want to search by using the search dropdown (Customer Email by default)
4. Click the Search button

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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.

1. Log into the Merchant Portal
2. On the left navigation bar, click on Leads
3. Click on the column title DATE to switch between ascending/descending order

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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.

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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.

1. Log into the Merchant Portal
2. On the left navigation bar, click on Leads
3. Search or filter to find a specific lead
4. 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.

1. Log into the Merchant Portal
2. On the left navigation bar, click on Leads
3. Search for leads OR filter for a specific date range
4. 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.

5. Check your email (email is sent to user's email who initiated the export)
6. Click Log in to download and log in if you are not already logged in

7. 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.

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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:

1. Open Excel or Google Sheets
2. Click on File -> Import

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

5. Uncheck the checkbox beside "Convert text to numbers, dates, and formulas"
6. 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

1. Log into the Merchant Portal
2. On the left navigation bar, click on Leads
3. Search or filter to find a specific lead
4. 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

Lead Details View Field Definitions

Status Definitions