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Import Leads
Export Leads
Bulk Edit
Resend Assets
Tracking
Contract History
Campaign Performance Report
Campaign Information
Importing Lead Data into a Campaign
1. Importing leads to a campaign
If the campaign setting ‘Allow Publishers to import and export their data' is enabled on a campaign, the publisher user will be able to see the 'Import Leads’ option against the campaign.
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The CSV download of the notifications can be got using the CSV button.
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\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Value Transformation Listing | Users can see the value transforms listing and edit the ‘Label’, ‘Original Name’ and ‘New Name’ fields |
| 2 | Value Transformation > Add | Users can add value transform values using the Add button |
| 3 | Value Transformation > Add/Edit | Users can add and edit value transforms using the Add/Edit button |
| 4 | Value Transformation > Delete | Users can select and delete multiple value transform lists at a time |
| 5 | Value Transformation > Import | Users can import CSV file for 'transform' type of value transforms |
| 6 | Value Transformation > Group Listing | Users can see the value transforms groups listing and edit the ‘Id’ and ‘Group Name’ fields |
| 7 | Value Transformation > Group > Add | User can create value transform groups in which value transforms can be grouped |
| 8 | Value Transformation > Group > Add/Edit | User can add/edit value transform groups |
| 9 | Value Transformation > Group > Delete | User can delete value transform groups |
| 10 | Value Transformation > Table Filtering | Allows the user to filter the table values using Id, Original Name and New Name fields |
| 11 | Value Transformation > Group > Table Filtering | Allows the user to filter the table values using Id and Group Name fields |
\uD83D\uDDD2 User Permissions
Publisher ‘organisation(s)’ are created on the platform by an Admin or Agency user, as a listing and a publisher (publisher user role) user is created and associated to the Publisher ‘organisation(s)’ to manage that account.
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