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://invis.io/8N127FG35DY9

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

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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

• Publisher user flow:

  • See invalid leads in table > view export report > export invalid leads > make changes to lead data and make sure lead id column is there > upload csv to ‘bulk edit’ dialog

  • If we give them access to global leads, lots of stuff has to happen (e.g. filter widget to show only their data, hide any columns they aren’t allowed to see, filter table to show only their leads)

  • Would they use global leads to see that their leads are invalid, or would they continue doing export report to see which leads are invalid which they would need to do anyway to upload to bulk edit, and therefore leads page is soley there to show the bulk edit button?

  • Therefore, would it be better for publishers publisher to have a button in publisher > view to bulk edit, and would no longer require access to leads page?

• What happens if a lead id is included in bulk edit csv that has not been processed by the form selected? Does it only process the fields that are in mapping step?

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)

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

Clients + CS Team

August 2020