Leads are created when supporters sign a petition, sign up to volunteer through a volunteer upsell, or abandon the donation page after entering their name and email address.
View Leads
Here, you'll see a list of all of your Leads. You can filter through all of your Leads by using several different parameters.
Click on a lead to view more details, including the source URL where the lead was created.
Leads can come from Abandoned Cart, Petitions, and Volunteer upsell sign-ups.
Types of Leads
Abandoned Cart | This lead entered their first and last name and email on a donation page before abandoning the page. WinRed keeps track of these leads for you and automatically follows up with them 30 minutes after they drop off the donation page with a reminder email to finish their donation. |
Abandoned Cart (Converted) | This lead entered their information on a donation page before abandoning it.
WinRed then notified the lead with an abandoned cart email, and the lead returned to the page and donated. |
Petition Pages | Petition leads are individuals who sign your petition pages and leave their information.
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Volunteer Upsell | These leads are created when an individual interacts with your Volunteer Upsell and leaves their information, such as an email address. |
Download Leads
You can filter leads by date and source and download them. To filter them, click the Filter button to the left of the Download button.
This will then send a report of the leads from the specific petition page to your email inbox.
Leads can also be exported using a Leads webhook or custom report.
Note: Leads can also be exported from two other areas in WinRed:
Questions?
If you have questions or need clarification on these steps, please feel free to contact our support team by clicking the red chat box at the bottom right corner of your screen.