The lead view is here to enable
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Target release Epic
Designer Tech lead Technical writers QA |
Objective
🏠 Feature Overview
Once the user selects a campaign, they can see the lead data in the campaign by clicking on the ‘Leads’ menu.
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The Global Leads page is different from the Campaign > Leads page in that, the former lists all leads across all active campaigns on the platform, and the latter lists leads specific to the selected campaign.
The lead view enables the user to understand the lead data to be able to perform an action on a lead.
The user has the choice to perform a multitude of actions and can debug any technical issues that the lead may have.
Success metrics
Goal | Metric |
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Streamline process | Improved user engagement |
Requirements
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Requirement
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User Story
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Importance
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Jira Issue
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Notes
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Reprocess a Lead
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As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), they then have the option to reprocess them and to re-run all of the ‘Processr Jobs’ and Value transforms for that specific lead(s)
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Flag a Lead as Valid, Invalid or Test
As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), they have the option to flag a lead as Valid with the option to select why it has been accepted if one of the options does not apply the user can as well specify their own reason. Once flagging a lead as valid the user additionally has the option to then decide which integration they would like to run.
As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), they have the option to flag a lead as invalid with the option to select why it has been rejected, if one of the options does not apply the user can as well specify their own reason.
As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), they have the option to flag a lead as a test with the option to select why it has been marked as a test lead, if one of the options does not apply the user can as well specify their own reason.
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Mark a lead as Delivered and Undelivered
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As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), If the lead is valid and undelivered, they have the option to mark a lead as delivered which in hand marks the lead as billable to the advertiser. The user will need to sign and confirm before performing the action.
As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), If the lead is valid and delivered, they have the option to mark a lead as undelivered which in hand marks the lead as not billable to the advertiser. The user will need to sign and confirm before performing the action.
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Bulk Edit
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As an admin or agency user they will need to have the ability to perform all of the above action 1-6 within a bulk action. The user will be able to input a list of lead id(s) (separated by a semicolon) then select the action they wish to perform in bulk.
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Add Lead Data
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As an admin or unmasked agency user, they have the ability to add lead data to an existing lead. When the user interacts with the lead they can click add and then input the additional data to the lead record
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Edit Lead Data
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As an admin or unmasked agency user, they have the ability to edit lead data to an existing lead. When the user interacts with the lead they can click edit and then change the data on the lead record
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Custom Tables
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As an Admin, Agency or Creative Manager user, they will have to option to customise the table with selected options to choose from
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Column Filter(s)
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As an Admin, Agency or Publisher user, they will have to option to filter certain table columns with selected options to filter on.
User interaction and design
Open Questions
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Question
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Answer
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Date Answered
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Leads page provides the below options:
Leads Breakdown widget
Leads Statistics graph
Leads Listing table
Detailed lead view
Lead filtering
Custom tables
Table download and pagination
Table refresh and
Choice to perform a multitude of actions such as:
Import Leads
Export Leads
Bulk Edit of leads
Flag/Manage leads
Suppression lists
Leads Breakdown widget
The ‘Leads Breakdown’ widget shows breakdown of all lead data on the campaign. The widget shows Total number of leads, Billable leads, Invalid leads (and percentage), Valid leads (and percentage) and Delivered leads (and percentage) in the campaign.
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Lead Statistics graph
Next to the leads breakdown widget is a graph showing the chronological leads statistics. The user can select the date range for which they want to see the lead data.
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The graph shows the Total leads, Valid leads and Invalid Leads for the selected period.
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Leads Table
Below the breakdown widget and the statistics graph, is the Leads listing page, shown below.
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The table has 14 default columns, as described below. Using the custom table view, users can add/remove columns from the table.
Column | Description |
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Id | Lead Id |
Date | Lead Created Date |
Lead Generator | Name of the publisher |
Channel | |
First Name | |
Last Name | |
Processr Status | |
Current Status | |
Delivery | Whether delivered |
Billable for Publisher | Whether billable for Publisher |
Billable for Advertiser | Whether billable for Advertiser |
Sales | |
Actions | Contains View button to view details of individual lead |
Additionally, there is a column with checkboxes to select lead(s) for performing an action on the lead(s).
Custom Table View
As with many other tables, the lead listing table also provides a custom table option where users can select and deselect columns to show on the table.
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Pagination
There is an option for pagination wherein the user can select the number of records to show on a single page. User can choose to display 10, 25, 50 or 100 records per page. Using the navigation arrows, users can go to next and previous pages.
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Table Download
The table also comes with a download option, at the bottom.
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By clicking on the button, the paginated table contents will be downloaded to the user’s local machine, once they agree to the terms and conditions shown before the download.
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Table Refresh
The listing table also comes with a ‘Refresh’ button at the bottom, for the users to reload the table instead of performing a page refresh to view any changes to the lead data (e.g. impact of Flag/Manage, Bulk Edit, Import, Export etc. on lead view).
Column Filters
As with many other tables, The Campaign > Leads table provides filters for most of the columns:
Column Filter | Description |
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Id | Filter by Lead Id |
Date | Filter by Lead Created Date |
Lead Generator | Filter by publisher name |
Channel | Filter by channel |
First Name | Filter by lead’s first name |
Last Name | Filter by lead’s last name |
Filter by lead’s mail ID | |
Processr Status | Filter by processr status(es)  |
Current Status | Filter by current status: valid, invalid, test or caution |
Delivery | Filter by delivery status |
Billable for Publisher | Filter by whether billable for Publisher or not |
Billable for Advertiser | Filter by whether billable for Advertiser or not |
Apart from the above, the user can perform a multitude of different actions on the lead data such as:
View individual lead data
Import Leads into the campaign
Export leads from the campaign
Flag/Manage leads
Apply email and telephone suppression lists to the campaign
Bulk Edit lead data
These are described in the sections mentioned in ‘Related Content’
\uD83D\uDDD2 Summary
Functionality | User Story | |
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| 1 | Leads breakdown widget | Shows breakdown of leads (total, valid, invalid, delivered, billable leads) in the campaign |
| 2 | Leads chronological statistics | Shows leads statistics as a graph across selected date range |
| 3 | Lead listing | Lists all leads in the campaign |
| 4 | Table Filtering | Allows user to filter leads on different columns |
| 5 | Pagination | Allows user to choose number of records to view per page |
| 6 | Custom table view | Allows user to select columns they want to view |
| 7 | Table download | Allows user to download contents of the table |
\uD83D\uDDD2 User Permissions
Admin and agency users have access to the Campaign > Leads page. Advertiser users and call centre users have access to limited areas and functionalities on the page. For details on user permissions, please refer the user permission matrix link below.