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Leads

Dashboard → Leads lists submissions from overlay Form blocks, with their consent record and delivery status.

Find leads​

Search, then filter by campaign, website, destination, delivery status, and date range (Last 30 days, Last 90 days, or All time). Filter delivery status to leads that need attention to find failed deliveries or configuration errors.

Filters and exports cover the newest 10,000 leads.

Lead details​

Open a lead to see:

  • Submitted fields — the values the shopper entered;
  • Consent details — the consent captured with the submission;
  • Delivery — Kept in Upsurge only, or delivered to the connected email provider.

Deliver leads to an email provider​

A form block can send submissions to a connected Mailchimp, Constant Contact, or SendGrid account, or keep them in Upsurge only. Connect the provider in Integrations, then choose the destination in the overlay's form settings.

If a delivery fails, select the leads and choose Retry delivery (up to 100 at a time).

Export and delete​

  • Export leads or Export selected downloads a CSV (upsurge-leads-YYYY-MM-DD.csv) that includes consent and delivery fields.
  • Delete from Upsurge removes the email, name, consent record, and page details for the selected leads. The lead still counts toward campaign totals. Deleting in Upsurge does not delete the contact from your email provider.

Retry, export, and delete each require the matching Leads permission. See Team and roles.