Content Comparison

1

Configuration to enable bulk edit

As a Super Admin, Admin user, Agency user, I should have a configuration to select/deselect the ‘Bulk Edit’ option so that I can show/hide bulk editing on Campaign > Leads page

In the  Campaign > Admin > Setup > Metrics tab, a new field, ‘Bulk Edit Data’ will be introduced with a Toggle option, and will be labelled as ‘Allow bulk editing of invalid data’.

• The following configurations in Tech dashboard should be enabled:

  • bulk_edit

  • bulk_edit_for_agency_users

• If the above configurations are disabled, the toggle option should not be available in Campaign > Admin > Setup > Metrics

• If all relevant configurations are enabled, Super Admin user, Admin user, Agency user should be able to see and toggle the above configuration when they navigate to Campaign > Admin > Setup > Metrics (refer slide 16 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 )

2

Viewing Bulk Edit option for Admin, Agency, Publisher and Call Center users

As a Super Admin, Admin User, Agency user and call centre user, publisher user, I should be able to view ‘Bulk Edit’ option so that I can bulk edit invalid leads at a campaign level

When a Super Admin, Admin user, Agency user or call centre user navigates to Campaign > Leads page, after selecting a campaign, ‘Bulk Edit’ button should be available in the ‘Common actions’ area of the campaign leads table.

When a publisher user selects an active campaign from Publisher > Campaigns page, a new icon should be available in the ‘Action’ column and when the user hovers over the icon, it should display ‘Bulk Edit’.

• Configuration for enabling/disabling bulk edit option in Campaign > Admin > Setup > Metrics tab should be ‘enabled’ to show Bulk Edit option in the campaign > Leads page and Publisher > Campaign page.

• User should be either a Super Admin, Admin User, Agency user or call centre user and should have selected a campaign for bulk editing.

• Publisher users should have selected active campaign

• Bulk Edit button should not be shown to super admin, admin, agency user, call centre user, if the feature toggle configuration/agency toggle configuration is disabled in tech dashboard

• For publisher user, Bulk Edit option should not be shown if the feature toggle configuration for publisher is disabled in tech dashboard

• For super admin, admin, agency user, call centre users, bulk edit button should be available only on the Campaign > Leads page.

• For publisher users, bulk edit option should be available only on Publisher > Campaigns page.

• For publisher users, bulk edit option should not be available for inactive campaigns

3

Bulk Edit Lead Data Modal: upload

As a Super Admin, Admin user, Agency user, call centre user, publisher user, I should be able to upload a CSV file so that I can bulk edit invalid lead data

• When a Super Admin user, Admin user, Agency user, call centre user or publisher user selects the Bulk Edit option for a campaign, a new modal must be displayed with title ‘Bulk Edit Lead Data’

• The below 3 steps should be shown in the modal:

  • 1 Upload

  • 2 Mapping

  • 3 Preview

• A blue banner must be displayed as shown in the screenshot (refer slide 5 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 )

• A mandatory dropdown field, ‘Select a form’, must be available for the user to select a form

• There should be a mandatory option for the user to upload a CSV file (as available for other file uploads)

• 3 buttons- Back, Next and Save must be available in the modal and must be disabled by default

• The logged In user must be any of the following: Super Admin, Admin user, Agency user, call centre user, publisher user and must have selected a campaign and chosen the bulk edit option

• Option 1 in the stepper must be highlighted in blue

• The user must have selected a form, else relevant prompt must be in place

• The user uploads a repurposed Lead Export file. Once the user has uploaded the file successfully:

  • a message, ‘Fie successfully uploaded.’ Must be displayed as shown in screenshot (refer slide 7 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 )

  • Next button must be enabled

• On clicking Next, user must be redirected to the 2nd step: Mapping

4

Bulk Edit Lead Data Modal: mapping

As a Super Admin, Admin user, Agency user, call centre user, publisher user, I should be able to map the form fields with the CSV fields so that I can ensure that the fields are updated correctly

• Once a Super Admin user, Admin user, Agency user, call centre user or publisher user uploads the CSV file and clicks Next, the user should be taken to the 2nd step: Mapping, and option 2 in the stepper must be highlighted in blue

• A table with columns, ‘Form Fields’ and ‘CSV Mapping Fields’ must be displayed.

• “Form fields” will display, as labels, the “Fields” available in the form selected by the user.

• “CSV Mapping Field” will display dropdown corresponding to the CSV headers.

• Under “Form fields”, the label Lead Id must be marked as mandatory and a tool tip ‘Please ensure this is the Lead ID being mapped’ must be available: TBD

• A blue banner must be displayed as shown in the screenshot (refer slide 8 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 )

• The default value displayed in all the dropdowns, except Lead Id, must be ‘Unchanged’ TBD

• The default value displayed in the dropdown corresponding to Lead Id must be the Id field in the CSV file

• Option 1 in the stepper must be replaced with a green tick mark

• Option 2 in the stepper must be highlighted in blue

• Back and Next buttons must be enabled

• Save button must be disabled

• On clicking on Back, the user must be redirected to the Upload step (step 1)

• The user must be able to choose the required fields from the dropdown

• On clicking Next, the user must be redirected to the 3rd step: Preview

5

Bulk Edit Lead Data Modal: preview

As a Super Admin, Admin user, Agency user, call centre user, publisher user, I should be able to preview the import of the CSV file so that I can verify the mapping

• Once a Super Admin user, Admin user, Agency user, call centre user or publisher user has mapped the form fields to the CSV fields,  and clicked on Next, the user should be taken to the 3rd step: Preview

• A yellow banner must be shown and it must display the total count of the leads that will be edited (refer slide 10 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 )

• A check box, for the user to confirm to agree to the terms and conditions must be available (refer slide 10 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17

• A table, with heading as ‘IMPORT PREVIEW’, must be available. There should be an info icon next to the heading that says, “The below preview will show a maximum of 5 rows”

• The table must show the preview of the imported fields of the csv file

• The user must be able to click on the check box to agree to the conditions mentioned

• Options 1 and 2 in the stepper must be displayed with a green tick mark

• Option 3 in the stepper must be highlighted in blue

• On clicking on Back button, the user must be redirected to the Mapping step

• Back button must be enabled

• Next button must be disabled

• Save button must remain disabled as long as checkbox remains unchecked.

• When checkbox is checked, Save button must be enabled; when the checkbox is unchecked, the Save button must be disabled

• When the user clicks on Save button, a dialog box with title ‘Save Changes’ must be displayed

• The dialog box must contain:

  • Yellow banner showing: ‘Saving your changes will affect X lead(s).’ Where X is the number of leads being edited.

  • Text showing: To enable saving, type ‘X Leads’ into the input type field below where X is the number of leads being edited. This should be the same as the number of leads displayed in the yellow banner

  • Text field for user to enter ‘X Leads’ where X is the number of leads being edited

  • Save button: disabled by default

• If the user enter does not enter any value, or if the user enters incorrect text, Save button remains disabled

• If the user enters the correct value in the text field, the Save button must be enabled

• If Super Admin user, Admin user, Agency user, call centre user clicks on Save, the user must be redirected to Campaign > Leads page and they must see the message as shown in the screenshot (refer slide 14 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 . The user must be able to click on ‘Close’ button to close the message (The feedback message should come from the API response)

• If publisher user clicks on Save, the user must be redirected to the Campaigns page and they must see the message as shown in the screenshot (refer slide 14 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 . The user must be able to click on ‘Close’ button to close the message (The feedback message should come from the API response)

6

View Details of Bulk Edited Leads

As a Super Admin, Admin user, Agency user, call centre user, I should be able to view the updated details of the leads

Once the Super Admin, Admin user, Agency user, call centre user has bulk edited the leads, they must be able to see the changes in the Leads > View > Notes section

• The Super Admin, Admin user, Agency user, call centre user navigates to Leads > View > Notes of a lead that was updated using Bulk Edit option

• A table should be displayed with the following columns:

  • Time: Date and Time in HH:MM:SS format at which the bulk edit was made

  • Type: data_bulk_edit

  • Note: this column should show the field that was changed, along with the old and new values, as shown in screenshot (refer slide 17 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 )