Exporting leads and sending the lead list by email

This article explains how to export leads as an Excel file and automatically send the lead lists by email to your team and exhibitors.

EXPORTING LEADS IN THE AIRLST SUITE

1. Open your event and select ScanMyLead > Exports.
2. Under Scope, select which leads you want to export: All leads, By exhibitor, By account manager or By session.
3. Under Time period, select Entire event, Single day or Custom period.
4. Select the columns: standard columns, the fields from your lead form and the additional fields of your guests.
5. Confirm your data protection consent and click Create export.

The export is created as an XLSX file and appears under Recent exports for download.

EXPORTING LEADS IN THE APP

The app also has an Export section, provided the user's role is permitted to view it. Select Today or Entire event, define the columns and tap Create export. Previous exports can be found next to it.

SENDING THE LEAD LIST BY EMAIL

Under ScanMyLead > Settings > Email, you can set up a scheduled delivery of the lead lists.

1. Enable Send lead list and select the date and time for sending.
2. Under Recipients, select one or more groups: Exhibitor employees, Account managers or Admins. For each group, you can see approximately how many people it contains.
3. If necessary, enter additional addresses under CC (comma-separated).
4. Compose the Subject and Text (HTML). Use Insert placeholders to add the link to the lead list, the recipient's name and the event name.
5. Check the email in the Preview, HTML view or Plain text format.
6. Send yourself a test email using Send preview to me.

Each recipient receives their own lead list. The placeholders are filled in for each recipient. 
The recipient logs in via the link in the email and opens their leads.