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User Story
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Table Filtering
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Pending Batches > Configure
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Pending Batchs > View
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Objective
Success metrics
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Goal
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Metric
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🏠 Feature Overview
Here users can see any leads that are currently Pending or have been Sent using the Batch CSV integration. Users have the option to download any previous send or users can override when the file should be sent by using batch now.
Pending Batches
Shows any batch CSV integrations that are pending to be sent
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Column Name | Description |
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Advertiser ID | The advertiser ID |
Advertiser Name | The advertiser name |
Campaign ID | The campaign id |
Campaign Name | The campaign name |
Label | The label name of the Batch CSV integration |
Lead | Number of leads in the file |
Schedule | The batch CSV Integration Schedule |
Campaign End Date | The date of when the campaign will end |
Pending View
Show the leads that are currently in the file to be sent
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Sent Batches
Shows any batch CSV integrations that have already been sent
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Column Name | Description |
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ID | Uniquie File ID (used in DB) |
Advertiser ID | The advertiser ID |
Advertiser Name | The advertiser name |
Campaign ID | The campaign id |
Campaign Name | The campaign name |
Label | The label name of the Batch CSV integration |
Lead | Number of leads in the file |
Sent | The date of when the file was sent |
Sent View
Show the leads that have been sent
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Requirements
Requirement | User Story | Notes | |
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| 1 | Pending Batches | Users can see the table listing of all the files ready to be sent | |
| 2 | Pending Batches > Configure | Redirects the user to the batch CSV integration config | |
| 3 | Pending Batches > View | Allows the user to which leads are queued to be sent | |
| 4 | Pending Batches > Batch now | Allows the user to override the schedule and push the file through immediately | |
| 5 | Sent Batches | Users can see the table listing of all the files that have been sent | |
| 6 | Sent Batches > View | Allows the user to which leads have been sent | |
| 7 | Sent Batches > Download | Users can download the file that have been sent | |
| 8 | Table Filtering | Allows the user to filer the table values using Advertiser Id, Advertiser Name, Campaign Id, Campaign Name and Label | |
| 9 | Custom Tables | A user can add, remove and reset columns for custom table |
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User interaction and design
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