How to View and Manage Leads
Learn how to view and manage leads. Step-by-step guide with screenshots.
The Leads section shows all the contacts collected from your popup campaigns.
You can access it from the left menu under Leads.
What You Can See
In the Leads section, you can:
- View collected email addresses
- See additional submitted fields such as name or phone
- Identify which campaign the lead came from
- Check submission date
This gives you a clear overview of your popup performance.
How Leads Are Stored
Depending on your setup:
| Storage | Description |
|---|---|
| Popupsmart | Always stored by default. No additional setup needed. |
| Shopify Customers | Sent to Shopify Customers if you enabled the integration during the Publish step. |
| Email / CRM | Synced with your connected integration (Klaviyo, Mailchimp, HubSpot, etc.). |
If you enabled integrations during the Publish step, your leads will automatically be sent to the selected platform.
Exporting Leads
You can export your leads if needed for:
- Manual uploads
- Backup purposes
- Reporting
Important Note
Need more control?
The Shopify Embed App keeps lead management simple. If you need advanced filtering, detailed analytics, or advanced metadata for each lead — use the Advanced Editor and its integrations for more control.
The Leads section helps you quickly monitor who is subscribing and engaging with your campaigns.
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