3 min read

Export campaign leads

Download leads and campaign outcome data.

Exports are useful for reporting, cleanup, handoff, and CRM updates.

1

What this helps you do

Exports are useful for reporting, cleanup, handoff, and CRM updates.

2

Recommended workflow in Outlio

Open the campaign Leads tab.

Apply filters if you need a subset.

Choose export or download CSV.

Review included fields and statuses.

Store the export where your team expects reports.

3

Quality checks

  • Export interested or meeting-booked leads separately.
  • Use exports to audit bounces and list vendors.
  • Do not treat old exports as the source of truth after a campaign keeps running.
4

Common mistakes to avoid

  • Exporting before replies have synced.
  • Sharing files with sensitive lead data unnecessarily.

Done well, this should leave you with

A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.

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