Leads and analytics

Capture leads from your pages

Adding a signup form, where leads show up, exporting to CSV, and why a form sometimes captures nothing.

Put a signup form on your page and PageSumo collects the emails for you. There's no code to add and nothing to switch on: publish a page that contains a form, and every signup lands in your dashboard.

Start collecting leads

Ask Claude to add an email signup form to your page, or include one in the file you upload.
Publish the page, or update it if it's already live. Capture is added at that moment.
Check the Leads screen in the dashboard after your first signup.

If you added a form to a page that was already live, you must update the page for capture to be added. A form that was never published with the page won't collect anything.

How to tell it worked: the page shows an Opt-in form badge on the Pages screen.

Where to find your leads

Leads in the sidebar shows every submission across all your pages, grouped by page. The Group by toggle switches between Page and All leads.
One page's leads: open the page from Pages, then the Leads tab. It shows total leads, a "This week" count, and the conversion rate.
The page's Overview tab shows the five most recent leads.
A site's leads: open the site from Sites, then the Leads tab.

Export to CSV

Everything: go to Leads, then click Export all.
One page: on the Leads screen, click Export CSV on that page's card, or use the Export CSV button on the page's own Leads tab.
One site: open the site from Sites, then Export CSV on the Leads tab.

The CSV includes each lead's email, name, submission time, and every extra field your form collected. The all-pages and site exports also include a page column.

Send leads to your email tool

New leads can flow straight into Mailchimp, Kit, Klaviyo, ActiveCampaign, Brevo, or EmailOctopus as they arrive. See Send leads to your email tool. PageSumo always keeps its own copy, so nothing is lost if your email tool is down.

What your form needs

An email address. A submission with no email-shaped value is ignored, so a search box or chat input on the same page never pollutes your lead list.
Named fields. If signups aren't being recorded, ask Claude to "make sure every field in my signup form has a name" and update the page. A lone email input works fine on its own.
Extra fields the visitor fills in, like a name or company, are stored with the lead and included in your export.

FAQ

Do I get an email when a new lead comes in? No. New leads appear on the dashboard and the Leads screen, but PageSumo doesn't send a notification email. To get leads out as they arrive, connect your email marketing tool or export to CSV.

Submissions aren't showing up. Check that the form has an email input, and that you updated the page after adding the form. If they're still not recorded, ask Claude to "make sure every field in my signup form has a name" and update the page.

A tester signed up twice but only one lead appears. That's on purpose. The same email on the same page is only ever stored once, so your list stays clean.

Where does the source column come from? Every lead records where the visitor came from: a tracking tag on the link they clicked, or the referring site. That feeds the sources table in Analytics. See See your traffic and results for how to make pre-tagged share links.