Platform URL | https://[enterprise].cvtr.io/v2/leads | ||||||||
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API Endpoints | Load Campaign dropdown GET Load lead data fields GET Load list of advertisers GET Load list of publishers GET Load user template GET Delete user template DELETE Create user template POST Lead Export POST | ||||||||
Epic |
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Document status |
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Document owner | |||||||||
Technical writers | |||||||||
Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/1131544585 |
🏠 Feature Overview
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From the Leads page which is available to users (refer User Permission section below), users will be able to export leads at a Global level for the enterprise by clicking on the Export button.
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On click of the Export button, it opens a Lead Export modal popup where user could add filter criteria for the Leads that needs to be exported.
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User could select the radio button option of All advertisers & All Publishers and then a date range to export all leads within the date range. If the user wants to filter out leads for just a campaign, the campaign dropdown could be used where it shows a list campaigns.
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If the user wants the file to be exported as a CSV file, the CSV export toggle will could be enabled. Else the file will be available for download as an Excel file.
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In the Columns section of the Lead Export Modal, user can select the columns that need to be added in the exported file. User can load or delete any pre-existing column template selection using the Column Template dropdown.
Using the Search fields search bar, user can search for a column that needs to be added in the report. Columns for the report are categorised and can be viewed by expanding the accordion menu.
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Once the user selects a column, the column is added in the Output Columns, where the user could re-arrange them and add a new Filed name if needed.
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The Save Column Template allows the user to save the current selection as a template and re-use the same in the future.
In the Conditions section of Lead Export Modal, user could select the Lead Statuses that needs to be filtered out for the Lead Export Report.
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The different types of Lead status are Delivered, Valid, Invalid, Caution, Test, Billable & All.
Once the user clicks on Export button, the Lead Export report is generated and will be available in the Export Requests section.
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\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 | Lead Export modal Setup | User could select the radio button option of All advertisers & All Publishers and then a date range to export all leads within the date range. If the user wants to filter out leads for just a campaign, the campaign dropdown could be used where it shows a list campaigns. |
| 2 | CSV Export | If the user wants the file to be exported as a CSV file, the CSV export toggle will could be enabled. Else the file will be available for download as an Excel file. |
| 3 | Columns section | In the Columns section of the Lead Export Modal, user can select the columns that need to be added in the exported file |
| 4 | Save Column Template | Allows the user to save the current selection as a template and re-use the same in the future. |
| 5 | Conditions | In the Conditions section of Lead Export Modal, user could select the Lead Statuses that needs to be filtered out for the Lead Export Report. |
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\uD83D\uDDD2 User Permissions
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