Platform URL | https://[enterprise].cvtr.io/v2/campaigns/[campaignid]/leads | ||||
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API Endpoints | Fetching lead info
Associated Campaigns tab
Job Details tab
Processr Logs tab
Provider Logs tab
Edit Data tab
Notes tab
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Technical writers | ||
Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/1131544585 |
🏠 Feature Overview
The ‘Lead Data’ dialog provides detailed information on the captured field values, enrichment data, associated campaigns, processr and provider logs, and change log notes. There is also a functionality to change the value of captured lead data.
The dialog can be accessed via Campaign > Leads > ‘Actions’ Column > ‘View’ Button:
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Once the dialog is open, the left side provides a ‘profile’ of the captured lead, with the right side providing various other lead information:
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To edit an existing value, click the ‘pen’ icon on the input in the ‘value’ column, then enter the new value and click the ‘save’ icon.
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Field Name | Required | Notes |
New Fieldname |
| The fieldname that should be added as part of the lead capture information. |
New Value |
| The value of the field to be added. |
‘Add’ button |
| Once ‘New Fieldname’ and ‘New Value’ have been completed, the ‘Add’ button adds the value to the lead. |
‘Notes’ Tab
This tab provides a breakdown of any lead status, delivery or contract changes.
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Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 | Lead Profile | This panel provides an overview of the lead information, coupled with some enrichment features that are populated if certain fields are captured. |
| 2 | ‘Profile’ Tab | The profile tab shows all the values captured with the lead, plus any enrichment data or value transform data. |
| 3 | ‘Associated Campaigns’ Tab | This table shows any campaigns that the lead has also been captured on. The captured email address is used to determine an association. |
| 4 | 'Job Details' Tab | This tab provides a breakdown of which the jobs that have been included on the campaign, and if those jobs have passed, failed or not run against the lead capture information. |
| 5 | 'Processr Logs' Tab | This tab provides a breakdown of processr job tasks in time order. |
| 6 | ‘Provider Logs’ Tab | This tab provides a breakdown of enrichment job tasks in time order, with the exact API message shown in the ‘Message’ column |
| 7 | ‘Edit Data’ Tab | This tab allows the user to add new values to the lead, or edit existing values already captured with the lead. |
| 8 | ‘Notes’ Tab | This tab provides a breakdown of any lead status, delivery or contract changes. |
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\uD83D\uDDD2 User Permissions
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