A lead is someone whose email address you have who has not joined your community. Leads live under People → Leads, alongside Members.

Someone either signed up or vanished, previously. The lead is the step in between, and it is where most of your future members will sit for a while.

How are Leads classified as Hot, Warm or Cold?

Leads are grouped into three temperatures, and the table shows one group at a time. Pick the group from the dropdown at the top left, which also tells you how many are in it.

Temperature is about how far someone has gone with you, and how recently, not simply how recently they turned up.

Hot: they did something that signals real intent in the last 45 days: bought something, joined a waitlist, or started signing up through a sign-up link without finishing. These are the people to work first, and there are usually far fewer of them than you expect.

Warm: they came to you and engaged at some point, but nothing high-intent recently. Unlocking a Resource with their email, following a sign-up link, an event RSVP, an affiliate link, or landing on a Page all make someone warm.

Cold: you have their email but they never came to you. These are people added or imported by an admin: admin invites, subscription imports, course-progress imports. Nothing they did put them on the list.

Two consequences worth knowing:

• Hot cools down. Intent is measured against the last 45 days, so someone who bought two months ago and did nothing since moves to warm on their own. They have not gone anywhere, and the list is telling you they need a reason to come back.
• A brand-new lead magnet capture is warm, not hot. Giving an email is engagement, not intent. If you want to know who arrived most recently, sort by Last seen instead, which is what that column is for.

The Leads table

Each row is one person:

• Lead: their email address, with their name above it when you know it.
• Source: where they came from, linked so you can open it. A small icon shows the kind of source, and a number in brackets means they came in through more than one.
• Last seen: when they were last active. Sortable.
• First contact: the date they first came in. Sortable.

You can use the search box to directly locate a specific address, and rows have checkboxes for selecting several at once, with a three-dot menu on each row. Tick one or more rows and a count appears next to Export CSV. The arrow beside that button then offers Archive selected, which takes those leads off the list.

Export CSV exports the temperature you are currently looking at, not the whole list. Export while filtered to Hot and you get a file of hot leads only, so run it once per temperature if you want everything. The file has the same columns as the table plus a Status column naming the temperature.

Where Leads come from

Anything that collects an email address:

• Resources: someone unlocked a public Resource with their email, bought one (or tried to purchase without completing).
• Sign Up Links: someone used a link but has not become a member.
• Events: external RSVPs from people who are not members.
• Purchases: someone paid without joining.

If you have been running a community for a while, expect this list to be populated the day you first open it, with first-contact dates going back years. These are people who were always there; there was simply nowhere to see them before.

Working your Leads

A lead list is only worth what you do with it. Some things worth doing:

• Follow up with everyone who captured a specific Resource, offering the next thing in that sequence. They told you what they are interested in by which one they chose.
• Treat buyers as a different list. Someone who has paid once has already cleared the hard bar.
• Watch which Resource produces the most leads and put your promotion behind that one.

To reach out to your Leads and follow up with them, filter the list to either Hot, Warm or Cold leads, export it as a CSV, and send from your preferred outreach tool.