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🏠 Feature Overview
Provide an overview of the feature and describe:
users who can access the page on the platform
widgets available to the users
functionalities available: Listing page, add, edit, delete, download etc. with screenshots
for add/create modals, provide details of the fields to be submitted to complete the action
E.g.Form Association allows users to select a Form that they wish to be linked to a Campaign in order to process leads that are submitted via a form.
Name | Required | Notes | ||||
Agency NameCampaign |
| Name has to be unique | First Name |
| Last Name |
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Email(s) |
| It is possible to add multiple mail ids | Telephone |
| Notes |
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search and filter options available on table columns, if any
custom table views, pagination, if available
| Search input to select a Campaign to associate a form to. |
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | ||
|---|---|---|---|
| 1 | Pending Batches | Users can see the table listing of all the files ready to be sent | |
| 2 | Pending Batches > Configure | Redirects the user to the batch CSV integration config | |
| 3 | Pending Batches > View | Allows the user to which leads are queued to be sent | |
| 4 | Pending Batches > Batch now | Allows the user to override the schedule and push the file through immediately | |
| 5 | Sent Batches | Users can see the table listing of all the files that have been sent | |
| 6 | Sent Batches > View | Allows the user to which leads have been sent | |
| 7 | Sent Batches > Download | Users can download the file that have been sent | |
| 8 | Table Filtering | Allows the user to filer the table values using Advertiser Id, Advertiser Name, Campaign Id, Campaign Name and Label | |
| 9 | Custom Tables | A user can add, remove and reset columns for custom tableAssociate Form to Campaign | User can ‘Add’ a form to a campaign so that leads can be submitted via the form and the submissions will be associated to the campaign. |
| 2 | Disassociate Form from Campaign | Users can ‘Remove’ a Form from a Campaign |
Associate A Form To A Campaign
Once your form has been created, either from scratch or via CSV, you will need to associate it to a campaign.
Within the Forms tab on the left navigation, select the link next to your form under the Associated Campaigns column:
a. If you are associating a new form, this column will display "0 Campaigns"
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b. If associating a previous form this will say "X Campaigns", based on the number of campaigns that that form is currently associated with. You can Associate by clicking the campaign hyperlink or by clicking ‘Edit’ and selecting the ‘Associate’ button
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Within the Campaigns field, select the campaign(s) from the dropdown list that you want to associate. This will make the form available to the campaign(s). You can add multiple campaigns to a form at once.
Select the Campaign you want to Associate the Form with
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Click Add
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Select Save
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How To Disassociate A Form From A Campaign
You can archive a form whilst it still has associated campaigns. Note if you want to delete the Form then you will have to disassociate all connections ie. Landing pages, Campaigns, Assets etc.
Within the Forms tab on the left navigation, select the link within the Associated Campaigns column
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Click Remove beside each campaign
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Click Save
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\uD83D\uDDD2 User Permissions
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