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Amish Ladhu

Amish Ladhu

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Overview:

Ticket

Description

Allow bulk editing of invalid lead data based on lead ID from CSV import.

Type

Roadmap Feature

StoryMockup

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

Mockup

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

Assets

https://drive.google.com/open?id=1q4U8yms4Rh0GkpU88WANOhgSWzXYJZUy&authuser=amish%40convertr.io&usp=drive_fs

...

Quantitative Data:

Info

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link

Date Range

Item

Metric & Value

Assumption

N/A

N/A

N/A

N/A

Status
titleHYPOTHESES

  • Cannot accuratly quantify data comparisons

Status
titleREASONING

Much of the interface has been moved from separate pages (with unique URLs) to dialog interfaces on the same listing URL, therefore actions cannot be separated and compared fairly to use data to judge any changes in use. For example, a change in ‘time spent on page' cannot be analysed and confirmed if this metric change was due to UX/UI improvements, or because other workflows within the same URL are changing metrics.

...

Competitor Research:

Function

Findings

Image

Takeaways

Status
colourGreen
titleEmbrace

Status
colourRed
titleReject

Status
colourBlue
titleTO DISCUSS

...

Proposal Feedback:

Stakeholder

Date

Changes

Product

11/01/22

Status
colourGreen
titleDone

  • 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

Status
colourRed
titleRejected

Status
colourYellow
titleneed more info

Status
colourBlue
titleTO DISCUSS

  • 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?

    Status
    titleTO DO

    Product

    12/01/22

    Status
    colourGreen
    titleDONE

    • 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’

    Status
    colourRed
    titleRejected

    • ‘Form’ dropdown not required on first step, as bulk edit is not tied to campaign in any way

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    Client - Future B2B

    25/01/22

    Status
    colourPurple
    titleNo FEEDBACK

    Product

    25/01/22

    Status
    colourGreen
    titleDONE

    • 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

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    Client - Cyberrisk

    25/01/22

    Status
    colourPurple
    titleNo FEEDBACK

    Client - SWZD

    26/01/22

    Status
    colourPurple
    titleNo FEEDBACK

    Client - Intentsify

    27/01/22

    Status
    colourPurple
    titleNo FEEDBACK

    Client - Oracle

    31/01/22

    Status
    colourPurple
    titleNo FEEDBACK

    Client - HP

    31/01/22

    Status
    colourPurple
    titleNo FEEDBACK

    Product

    08/02/22

    Status
    colourGreen
    titleDONE

    Status
    colourRed
    titleRejected

    • 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)

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    Product

    28/04/22

    Status
    colourGreen
    titleDONE

    • 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

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    Product

    03/05/22

    Status
    colourGreen
    titleDONE

    • 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)

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    Product

    04/05/22

    Status
    colourGreen
    titleDONE

    • 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)

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    CS Team

    04/05/22

    Status
    colourGreen
    titleDONE

    • 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’.

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    Product

    09/08/22

    Status
    colourGreen
    titleDONE

    • 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

    Status
    colourRed
    titleRejected

    Status
    colourYellow
    titleneed more info

    Status
    colourBlue
    titleTO DISCUSS

    Status
    titleTO DO

    ...

    Retrospective:

    Info

    To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

    User Feedback

    Stakeholder

    Date

    Description

    Quantitative Data

    Source

    Link

    Description

    Findings

    N/A

    N/A

    N/A

    N/A

    ...