Platform URL | https://[enterprise].cvtr.io/v2/campaigns/{campaignId}/leads | ||||||||||||||||
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API Endpoints | Load Form
Load Mapping Template
Upload CSV file
Bulk Edit of 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 |
🏠 Feature Overview
Leads may be invalidated by processr jobs due to incorrect format in some fields (like company size where expected format is 50 to 100 whereas the imported value is in the format 50 - 100) or other minor errors. Instead of having to send new leads as replacement (as the lead is otherwise valid), Admins, Agency users, call centre agents and publisher users would prefer to edit only those fields, for the affected leads and reprocess them.
For this purpose, we have introduced a ‘Bulk Edit’ option on Campaign > Leads page for Admin, Agency and call centre users. This option is not available on Global Leads as bulk edit across campaigns is not supported. The user can use the bulk edit option at a campaign level to edit undelivered leads within the campaign.
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In the below example, only the ‘Lead Id’ and ‘Email’ fields are mapped, the remaining fields are mapped as ‘Do not change’. This means, only the Email field will be updated for the uploaded selected leads, the rest of the fields will remain unchanged.
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If there are 50 leads and the user wants to update the first name for 5 leads and email address for all 50 leads, then in within the CSV file to be uploaded, the name should be corrected user must correct the ‘Name’ for the 5 leads and the email address should be corrected for the all 50 leads before uploading.
In the mapping step, lead id, first name and email address must be mapped to the CSV fields, and the rest of the fields must be mapped to ‘Do not change’. By doing so, the name will be updated for the 5 leads that have a changed name in the CSV file. For the remaining 45 leads, the name will remain the same as they have not been changed in the CSV file. The email address will be updated for all 50 leads as they have all been updated in the CSV file.
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Clicking on ‘Yes’ will initiate bulk edit on the uploaded leads and the user is shown a confirmation message.
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Bulk Editing Examples
In the below example, the user selects 5 leads that needs changes to the first name/last name fields.
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Next, as CSV file of the invalid leads is exported and changes to the names are made as shown below
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Preview of the changes can be seen in the Preview screen
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The names are updated and leads are reprocessed as can be seen below.
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Email sent
When bulk edit is complete, the user receives the below email which describes the changes made to the leads.
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Below is an example of publisher user bulk editing country for selected leads
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Email received after bulk edit
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It is to be noted that there is no limit to the number of times a user can bulk edit undelivered leads.
Lead view notes tabView > Notes
At the lead level, the Notes tab within lead view will have an entry (as shown in screenshot below) for a lead that has been edited using the bulk edit feature.
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Campaign Audit
At the campaign level also, the bulk edit action is logged in Campaign > Admin > Audit
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\uD83D\uDDD2 Summary
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Functionality | User Story | |
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| 1 | Bulk Edit | As an admin, agency user, I want to be able to bulk edit undelivered valid, invalid and caution leads so that I do not have to individually edit multiple leads or import the same leads again As a call center agent and publisher user, I want to be able to bulk edit undelivered invalid and caution leads so that I do not have to individually edit multiple leads or import the same leads again |
| 2 | User will receive a digest of the changes made to leads using bulk edit | |
| 3 | Lead level view | User will be able to see the changes made to a lead by bulk edit, in the Notes tab |
| 4 | Campaign level view | User will be able to see the changes made to all leads on the campaign by bulk edit, in the Campaign > Admin > Audit table |
\uD83D\uDDD2 User Permissions
Admin and agency users can bulk edit:
valid leads
invalid leads
caution leads
Call centre users can bulk edit:
invalid leads
caution leads
Publisher users can bulk edit:
invalid leads
caution leads