Platform URL | https://[enterprise].cvtr.io/v2/leads | ||||||||
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Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/1131544585 |
🏠 Feature Overview
Provide an overview of the feature and describe:The ‘Lead Data’ dialog provides detailed information on the captured field values, enrichment data, associated campaigns, processr and provider logs, and change log notes. There is also functionality to change the value of captured lead data.
The dialog can be accessed via Leads > ‘Actions’ Column > ‘View’ Button:
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Once the dialog is open, the left side provides a ‘profile’ of the captured lead, with the right side providing various other lead information:
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Lead Profile
The lead profile gives an overview of the lead information, coupled with some enrichment features that are populated if certain fields are captured.
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Map
If an address is collected with the lead, the approximate location will be shown via Google Maps, e.g:
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If an address is not collected, the background of the map area will default to a generic graphic, e.g:
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Profile Picture
If an email is collected with the lead, and the campaign has the full contact enrichment job enabled, the profile image can be pulled through, e.g.
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If an email is not collected, the profile image will default to a generic graphic, e.g:
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Name and Social Links
The first and last name is populated via the ‘First Name’ and ‘Last Name' fields included on form captured. The social links are populated via the Full Contact enrichment job based on the email provided. If any social accounts are available, the relevant icon will become blue and click through to the social media website e.g.
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Details Section
Lead ID
The ID of the captured lead
Status
The current status of the lead (exactly the same as the status shown in the ‘Current Status' column on the leads > table / campaign > leads > table)
Delivery
The delivery status of the lead (exactly the same as the status shown in the ‘Delivery' column on the leads > table / campaign > leads > table)
The email captured with the lead
Telephone
The telephone number captured with the lead
Campaign Name
The name of the campaign that the lead is captured on (especially helpful if viewing the lead in the global leads page where the campaign it was captured in is not immediately obvious)
Generator
The name of the publisher that provided the lead (this item will not show if there is no lead generator)
Captured
The date and timestamp of the lead being captured
Form
The form used to capture the lead
Entry Point
The source of the lead capture. It could show API information, or the landing page that the form was embeded on.
‘Profile’ Tab
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
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
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\uD83D\uDDD2 User Permissions
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