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.

Table of Contents
View Leads

Types of Leads
Download Leads

To view your leads head People tab and then the Leads tab in the sub-menu.

Here you'll see a list of all of your Leads. You can filter through all of your Leads by using several different parameters. To learn more about filtering, click here.

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.

An Abandoned Cart is a lead that entered their first and last name and their 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. 

Leads generated from the Volunteer Upsell are created when users within your account are signing up and interacting with your Volunteer Upsell but have yet to donate financially to your campaign.

Petition leads are individuals that sign your petition pages. You'll be able to learn more about creating a petition page here.

You can download your leads by filtering the date and source. Click on the Filter button to the left of the Download button.

You also download a report by heading to the My Pages tab, clicking the ellipses on a specific petition page, and then selecting Export Leads.

This will then send a report of the leads from the specific petition page to your email inbox.

Questions?

If you have questions or are unsure on any of these steps, please get in touch with our support team by clicking the red chat box at the bottom right corner of your screen.