How to Locate and Download Leads/Conversations

  • Updated

When a website user interacts with a Further tool, it generates a conversation. This conversation provides a place to connect with the prospect, schedule calls and tours, and even set up reminders to get in touch with a prospect at a later time. It also shows the full conversation history with the prospect, regardless of the channel used.

This article provides an overview of how to locate leads and conversations in your Further Dashboard. It explains how to access them, search for specific leads, use filters to refine results, and download the data to a CSV file.

Note: All users can view and download leads and conversations.

Find a Lead

All leads and their conversations can be located in your Further Dashboard. To access them, go to the All Conversations option in the left menu.

 

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Search Bar

One of the most helpful options is the Search Bar in the top right of the page. You can search by a specific lead's name, email or phone number. You can even type part of your search term and see any of the similar matching results in your conversations - for example, use only the first name or area code.

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Filters

If you don't have a specific search term in mind, you can instead use the filters on the page. The following filters can be used: 

  • Created Date - Use the dropdown to select the period you want to see leads/conversations for. The date of the first message in a conversation is the created date.
  • Community/Group - Click to select one or several of your communities or community groups that have leads/conversations. 
  • Source - Select one or multiple options for where the lead/conversation originated.
  • Channel - Select one or multiple options for what channel the lead/conversation came from.
  • Status - Choose what status a lead/conversation is in.   
    • Submitted* - the lead was sent via email to your community. 
    • Blocked* - the lead was not submitted via email to your community.
      • * These statuses only correlate to the lead submission to your community via email and not to the CRM.  You can learn more about CRM statuses with our article here.
  • Activity - Select the recent activity option associated with a lead/conversation.

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Click Clear Filters if you want to see all of your leads/conversations. 

 

View Conversation Details

Click on a conversation to view the details. Once you have opened a conversation you can see the following: 

 

Export Conversations

The export feature allows you to take key data from All Conversations and turn it into a CSV file. While you can always use the filters to view data on the All Conversations page, this will allow you to see additional information.

With an export, you can view all key data points in one place and even view custom information.

To export a CSV copy of your conversations, click All Conversations in the left menu.  Depending on your access level, your dashboard options could be different. 

                                  

Use the filters and search bar so that only the conversations you’re interested in are displayed. Whatever filters or searches you run will also apply to your exports. For example, if you selected a time period of the past week, then when you export only the conversations from the past week will export.

You have two options, you can:

We’ll go over what’s included in both as well as the steps of how to accomplish them below. 

 

Download the Standard Conversation Data

A regular export of conversations produces a CSV with the following columns and data: 

  • Email
  • Prospect Name
  • Community Name
  • Created Date
  • Source 
  • Submitted
  • Device
  • Phone
  • Financially Unqualified (Yes/No)
  • Tour Scheduled (if requested, the tour date/time will show)
  • Move In Date
  • Care Type
  • Timeline 
  • Who is this for 
  • Lead Asked a Question (Yes/No)
  • Url Parameters
  • Channel
  • Replied to SMS (Yes/No)
  • Community Groups

To export a CSV with the standard fields mentioned above, click the arrow icon at the top right of the page. 

Note: Any filters or searches will apply to your export. 

In the Download Spreadsheet window, click Download CSV and the file will save to your device.

 

Add Custom Data to Your Download

When you create flows in your Web Assistant, there is an option to save propsect responses to your questions under a tag. See the article here on how to do so - these must be set up before you try and run any exports.  Please note, you can only export prospect responses from the moment you set up the save as. Previous propsect responses will not be exported. 

In addition to the standard export information, you can add the prospect responses to tagged questions to your exports. For example, if you had a question, “What was your favorite thing about our website?” and tagged the response Website_Favorite, you would be able to select all of those responses and add them as a column in your export. We’ll go over the process below.

Note: Tags have to be set up in the Web Assistant before running an export. 

To add tagged responses to your export, click the arrow icon in the top right of the page. 

Note: Any filters or searches will apply to your export. 

In the Download Spreadsheet window click Include Additional Data. 

A window will open where you can view all of the tagged responses set up in your Web Assistant. 

Scroll through and use the text boxes to select what tagged responses you want to include in your export. 

When you’re done, click Download CSV at the bottom and the file will save to your device.

 

 

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