Platform URL | https://[enterprise].cvtr.io/v2/campaigns/[campaignId]/leads | ||||
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API Endpoints | Check lead delivery status
Retrieve job details
Update lead flag status
Mark leads as delivered
Mark leads as undelivered
Mark lead as replacement/other
Reprocess leads
Delete leads
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Epic |
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Document status |
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Document owner | ||
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Technical writers | ||
Related Content | https://convertr.atlassian.net/jira/software/projects/PFD/boards/33?selectedIssue=PFD-9 https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/3079667869 |
🏠 Feature Overview
Like the Global leads page, the Campaign > Leads page also has a Flag/manage option that allows admin users, agency users and agency call centre users to flag leads as Valid/Invalid/Test and to manage (mark as delivered, reprocess, delete etc.) leads, within the campaign.
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If the user wants to delete leads from the campaign, they can use the ‘Delete Leads’ option available. They will need to confirm the action by ticking the checkbox and clicking on ‘Save’. The leads will be removed from the campaign and will not appear on any reports for the campaign/advertiser/publisher. The count of deleted leads will be ignored when considering the number of leads on the campaign.
\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Flag lead(s) as Valid | Allows user to change the current status of a lead to Valid |
| 2 | Flag lead(s) as Invalid | Allows user to change the current status of a lead to Invalid |
| 3 | Flag lead(s) as Test | Allows user to change the current status of a lead to Test |
| 4 | Flag lead(s) as Delivered | Allows user to change the delivery status of a lead to Delivered. This marks the lead as billable to the advertiser. The user will need to sign and confirm before performing the action. |
| 5 | Flag lead(s) as Undelivered | Allows user to change the delivery status of a lead to Not Delivered. This marks the lead as not billable to the advertiser. The user will need to sign and confirm before performing the action. |
| 6 | Flag lead(s) as Other | Allows user to mark a lead as Replacement and undo the same |
| 7 | Reprocess lead(s) | Allows user to rerun QA jobs and Value Transforms on selected leads |
| 8 | Delete lead(s) | Allows user to delete leads from the campaign |
\uD83D\uDDD2 User Permissions
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