Understanding how to navigate and utilize lead capture data is essential. Below you can find all the relevant instructions on how to access and download lead capture data on the Noodle Live platform.
Company Dashboard
The Company Dashboard can be found under the Lead Capture tab in the Data & Reporting section within the side menu and offers individual company data.
As a first step, please always select the exhibitor company you would like to view the data for.
Note: Exhibitor Admins that have been assigned as data controllers will be granted access to the Company Dashboard panel. Data Controllers will only have access to the exhibitor company they are assigned to.
Under the first section on the page - Live Contact Feeds, the following data will be available:
Total Live Contacts - total number of leads captured by the selected exhibitor company.
Emails Sent - total number of emails sent to leads by the selected exhibitor company.
Notes Taken - total number of lead notes taken by the selected exhibitor company.
Documents Sent - total number of documents sent to leads by the selected exhibitor company.
Ratings Provided - total number of lead ratings provided by the selected exhibitor company.
The second section on the page - Lead Data, provides a list of all captured leads for the selected exhibitor company with scan timestamp and all relevant actions taken by the exhibitor admin.
You can filter the data in both sections - Live Contact Feeds and Lead Data using one of the following filters:
Exhibitor Admin: Filter by selecting specific exhibitor representatives / admins.
Event Days: Filter data for specific event days.
Once you have defined your filtering criteria, please click on the green Filter button - the filtered data will then be displayed.
Exporting Data
There are several ways to export the lead capture data available
Download specific lead - next to each captured lead in the table, you can click the yellow View account to preview the lead information. You can also use the "Download Record" option to download the data for a single lead only.
Export Summary - to download the aggregated data (total number of leads, notes, ratings, etc.) for the selected exhibitor, please click the "Export Summary" button under the Lead Data section.
The structure of the file will replicate the information displayed on the dashboard:
Export All Leads - to download all raw data for the relevant exhibitor company, please click the "Export All Leads" button under the Lead Data section.
The structure of the file will be as follows:
Export Selected - to download only selected leads data, please choose the relevant contact first by checking the box next to the contact name and click the "Export Selected" button under the Lead Data section.
The structure of the downloaded file will be as follows:
