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The profile tab shows all the values captured with the lead, plus any enrichment data or value transform data:
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‘Publisher Data’ Panel
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This panel shows all the values captured via form.
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The below fields are shown by default in the table, however the values of these fields can be empty if not captured via the form (but the list item will still be shown on the table):
Title
First Name
Last Name
Telephone
Email
Channel
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Postcode
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Additional fields and their corresponding label, fieldname and value are included if they are included captured on the data capture form, e.g. the ‘email domain’ item is shown if the ‘email’ is captured. If the email is not captured, the ‘email domain’ table item will not be shown.
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Value transforms panels are also shown if these are configured on campaign, e.g:
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'Associated Campaigns' Tab
This table shows any campaigns that the lead has also been captured on. The captured email address is used to determine an association.
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‘Job Details’ Tab
This tab provides a breakdown of which the jobs that have been included on the campaign, and if those jobs have passed, failed or not run against the lead capture information.
If the job fails, the ‘message’ column provides information as to why the failure occured, e.g.
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‘Processr Logs’ Tab
This tab provides a breakdown of processr job tasks in time order, e.g:
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‘Provider Logs’ Tab
This tab provides a breakdown of enrichment job tasks in time order, with the exact API message shown in the ‘Message’ column, e.g:
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‘Edit Data’ Tab
This tab allows the user to add new values to the lead, or edit existing values already captured with the lead.
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To add a new value, complete the ‘New Fieldname’ and ‘New Value’ inputs, and then click the ‘Add' button.
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To edit an existing value, click the ‘pen’ icon on the input in the ‘value’ column, then enter the new value.
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‘Notes’ Tab
This tab provides a breakdown of any lead status, delivery or contract changes.
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\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 | Lead Profile | This panel provides an overview of the lead information, coupled with some enrichment features that are populated if certain fields are captured. |
| 2 | ‘Profile’ Tab | The profile tab shows all the values captured with the lead, plus any enrichment data or value transform data. |
| 3 | ‘Associated Campaigns’ Tab | This table shows any campaigns that the lead has also been captured on. The captured email address is used to determine an association. |
| 4 | 'Job Details' Tab | This tab provides a breakdown of which the jobs that have been included on the campaign, and if those jobs have passed, failed or not run against the lead capture information. |
| 5 | 'Processr Logs' Tab | This tab provides a breakdown of processr job tasks in time order. |
| 6 | ‘Provider Logs’ Tab | This tab provides a breakdown of enrichment job tasks in time order, with the exact API message shown in the ‘Message’ column |
| 7 | ‘Edit Data’ Tab | This tab allows the user to add new values to the lead, or edit existing values already captured with the lead. |
| 8 | ‘Notes’ Tab | This tab provides a breakdown of any lead status, delivery or contract changes. |
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\uD83D\uDDD2 User Permissions
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