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View and manage lead submissions

Updated

View and manage lead submissions (0:19)

BCL saves every submission from your lead forms in Lead Submissions. From there you can read each lead, mark spam, and export the list.

You can see all your leads together, or one form’s leads on their own.

  1. In the sidebar, go to Lead Management → Lead Submissions.

    The Lead Management menu in the BCL sidebar, with Lead Submissions highlighted

  2. The cards at the top sum up your leads:

    Card What it shows
    Active Forms How many of your lead forms are switched on, out of all your lead forms.
    Total Submissions All submissions so far, and how many are still unread.
    This Month Submissions this calendar month, compared with last month.
    Read Rate The share of submissions someone has opened.
  3. Click a tab to filter by status:

    Tab Shows
    All Submissions Every submission, whatever its status.
    New Submissions nobody has opened yet.
    Read Submissions someone has opened.
    Spam Submissions you marked as spam, and ones BCL’s bot check blocked. Blocked ones have an ID that starts with SPAM-.
    Archived Old submissions that you archived.

    The summary cards and the status tabs on the Lead Submissions page

Each row shows the Submission ID, Form, Category, Device Type, Browser, Status and when it was Submitted. Use Search and Filter above the table to find a lead.

To see one form’s leads only, open the form under Lead Management → Lead Forms and click the Submissions tab.

Open a submission to see everything the person filled in:

  1. Click ⋮ at the end of the row, then View Details. BCL marks a new submission Read as soon as you open it.

    The row menu of a submission with View Details highlighted

  2. To change its status, click ⋮ on the row again. Then choose Mark as Read, Mark as Unread, Mark as Spam or Archive. The menu shows only the actions that fit the current status.

To change many at once, tick their rows and use the bulk actions menu above the table.

To take your leads into a spreadsheet, export them from the form’s own list:

  1. Open the form under Lead Management → Lead Forms, then click the Submissions tab.

  2. Click Export All Submissions.

    The Export All Submissions button above a form’s submissions

  3. Choose the columns to include, then click Submit.

    The Export All Submissions dialog with the General Information columns

To export only some leads, tick their rows and choose Export Selected from the bulk actions menu.

A little routine keeps your lead list useful:

  • Check the New tab daily. Leads lose interest fast. The Read Rate card shows whether anyone follows up.
  • Archive leads, do not delete them. Archived leads leave your main list, but you can still find them if a customer comes back.
  • Let an automation send your leads. An automation with the New Lead Received trigger can email your team. It can also add the lead to Mail Niaga or send it to your CRM. It acts as soon as the lead arrives. See Create an automation.

Common issues

Where do the details people send through my lead form go?

To Lead Management → Lead Submissions. Each form also has its own list: open the form and click the Submissions tab.

I download a CSV every day and upload it to my mailing list. Can this be automatic?

Yes. Create an automation with the New Lead Received trigger and an Add to Mail Niaga or HTTP Request action. BCL then sends on each new lead as it arrives.

The Add Action panel with Add to Mail Niaga highlighted under Messaging
Why are some submissions marked Spam with an ID that starts with SPAM-?

BCL checks every lead form for bots. BCL keeps the submissions that fail the check as Spam, so you can see them. BCL does not treat them as real leads.

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