Allow bulk editing of invalid lead data based on lead ID from CSV import.

Roadmap Feature

https://www.figma.com/proto/RYEKuQTupAh9gxvhQEnPSl/LEADS---Listing---Bulk-Edit-V1?node-id=9%3A2&starting-point-node-id=9%3A2

https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=504%3A2&scaling=scale-down&page-id=0%3A1&starting-point-node-id=504%3A2
https://www.figma.com/proto/esaXj0agO7KldkwZ0xXWOu/LEADS---Listing---Bulk-Edit-V2-(Copy)?node-id=9%3A2&scaling=scale-down&page-id=0%3A1&starting-point-node-id=9%3A2&show-proto-sidebar=1

https://drive.google.com/open?id=1q4U8yms4Rh0GkpU88WANOhgSWzXYJZUy&authuser=amish%40convertr.io&usp=drive_fs

Product

11/01/22

• Form select dropdown (first step in dialog), needs to be able to search by form ID

• Mapping step, add new row to have lead ID

• Last step change wording from ‘edited in the background’ to 'processed in the background'

• Add confirmation dialog with the ‘452 LEADS’ confirmation

• On leads > view > notes, have a row to say what data has changed

Product

12/01/22

• CSV download template will have ‘lead id’, ‘field name', ‘field value'

• Mapping step to map to 3 mapping row items ‘lead id’, ‘field name', 'field value’

• ‘Form’ dropdown not required on first step, as bulk edit is not tied to campaign in any way

Client - Future B2B

25/01/22

Product

25/01/22

• Add more text to helper card on first step to say ‘Leads will only be processed if they have a status of ‘Invalid’ and have been generated by you/your organisation.’

  • Done

Client - Cyberrisk

25/01/22

Client - SWZD

26/01/22

Client - Intentsify

27/01/22

Client - Oracle

31/01/22

Client - HP

31/01/22

Product

08/02/22

• V2 allows Admin, agency, call center to edit data regardless of status, e.g.

  • They select valid data (that is undelivered, if delivered already then they have to mark as undelivered)

  • Toggle at the end, which if turned on will reprocess data (with warning to say we recommend this before editing)

Client - Intentsify

25/01

Product

28/04/22

• New UX similar to lead import (previous flow did made it difficult to bulk edit from an already existing lead export report)

  • Publisher user > new button on campaign table

  • Admin/agency/call center > button above table on leads page

  • Dialog

    • Step 1 - Import

      • Form select and csv upload (same as lead import)

    • Step 2 - Mapping

      • No template stuff

      • Field mapping for all fields set to ‘Do not change' as default

      • Include ‘lead id’ field as first option with ‘lead id’ automapped

    • Step 3 - Preview

      • Show table preview similar to export

Product

03/05/22

• For CSV example screenshot, include Excel logo somewhere to make it extra clear that this is the file/import

• On the saving confirmation dialog messaging, change from ‘XX rows’ to ‘XX leads’

• On campaign > admin, change toggle wording to ‘invalid lead data’, and include information about which user roles will see this

• Leads > lead profile > notes > add exact output format

• First step, add form dropdown

• Mapping step > lead id mapping to ‘id’

• Add page, email that gets sent (example of deleted, valid, invalid)

Product

04/05/22

• Import step > added form dropdown

• Mapping step > lead id mapping to ‘id’

• Add page > show example of email that gets sent (with example of deleted, valid, invalid lead changes)

CS Team

04/05/22

• On ‘upload’ step, remove the csv template download and change the wording to encourage the ‘lead export’ file upload journey as this will be the main use case for publisher users

  • Maybe change wording to something like ‘For best practices on generating and uploading your CSV file’.

Product

09/08/22

• For admin, agency and publisher users, have a toggle on the ‘upload’ step of the dialog where the user can toggle on and off if they want the data to be reprocessed