If you want to receive all of the info submitted to your lightbox each day as a CSV spreadsheet, follow these instructions:
- Log into ReSci Lead Capture and click Integrations.
- Click the + New Integration button.
- On the next page, select CSV Daily Output from the Integration drop-down menu.
- Enter the name and email address of the person who should receive the CSV, and choose a lightbox from which you want to receive info. Your screen should look something like this:
- Click the Create Integration button to save your changes. Note: If you want to send the daily CSV to multiple people, set up a separate integration for each recipient.
- On the next page, you can map the fields from your lightbox to the fields on your CSV. If, for example, you wanted the email field from the form on your lightbox mapped to a column named Email in your CSV. In this example, the Field Name “Email” will be populated with info from the email field on your lightbox, as noted by the Field Value. This is especially useful for mapping info from custom fields.
- Once you have your field set up, click the Save Field Mapping button.
- Lastly, you must assign this integration to a lightbox or lightboxes for which you want a report. Each day at 4 am PST, we’ll send out a CSV containing your submission info.
Please sign in to leave a comment.