Lead Logs
Overview
Lead Logs is a powerful tool in Opta that allows you to track, search, and analyze your lead data. Use it to troubleshoot specific leads, monitor campaign performance, and export lead information for further analysis.
Key Features
Search leads by multiple criteria (campaign, source, ID, email, phone)
View detailed lead history and routing information
Filter by lead status (accepted, rejected)
Export lead data for reporting
How to Use Lead Logs
Searching for Leads
You can search for leads using several methods:
By Campaign or Source: View all leads for a specific campaign or source
By Lead Identifier:
Opta Lead ID
Email address
Phone number
By Date Range: Filter results to specific time periods
By Status:
Accepted leads
Delivery rejects
Opta rejects
By Lead Type: Live vs. test leads
Understanding the Lead Overview
When you run a search, you'll see a summary view showing:
Campaign Information:
Status (active/inactive)
Campaign name and ID
Campaign type (e.g., direct post)
Routing method (e.g., send to all, single buyer)
Lead Statistics:
Total leads received
Number accepted
Number rejected
Viewing Lead Details
Each row in the results represents a specific lead and displays:
Opta Lead ID
Acceptance status
Source
Buyer destination
Basic lead data
Searching for Specific Information
Example: Finding an email across campaigns
Enter the email address in the search field
Set your date range (e.g., last 30 days)
Click search
View all campaigns where that email appears
Click into individual leads to see complete history
Exporting Lead Data
To export lead information:
Select your campaign and date range
Click the Export button
Choose export options:
Current View: Exports only the leads shown on screen
All Leads: Exports all leads matching your filters
Select which fields to include
Click Export
The system will download a file named with your campaign name and ID containing all selected fields.
Common Use Cases
Confirming if test leads were successful
Searching for a specific lead across all your campaigns
Troubleshooting lead rejections into or out of Opta
Exporting lead data
Summary
Lead Logs is your comprehensive tool for tracking lead flow, investigating issues, and exporting data for analysis. Use the search filters to find specific leads, click into Lead IDs for detailed history, and leverage the export feature for reporting. Whether you're troubleshooting a single lead or analyzing campaign performance, Lead Logs provides the visibility you need.
As always, please reach out to [email protected] or use our support chat for any questions related to Lead Logs.