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🏠 Feature Overview
A logged in user should navigate to Dashboard->Leads to view global leads listing table.
Here they can perform a multitude of different actions on the lead data ranging from filtering the leads or performing bulk actions such as flagging leads as valid or invalid etc also depending on the user they can debug any technical issues.
User can view, flag/manage and export leads for reporting.
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The main objective can access the Global leads page by selecting the ‘Leads’ option from the left menu as shown below.
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The main objective of the Global Leads page is to allow the user to manage their lead data, across multiple campaigns and publishers, all in one place. This is done by allowing the user to understand the lead data and to be able to perform an action on a lead.The following actions can be done on leads by the user:.
The page provides a number of options such as:
Leads breakdown widget
Leads statistics graph
Lead data view
Flag/Manage leads
Reprocess a Lead: when selecting the lead(s), user has the option to reprocess them and to re-run all of the ‘Processr Jobs’ and Value transforms for that specific lead(s)
Flag a Lead as Valid, Invalid or Test: when selecting the lead(s), they have the option to flag a lead as Valid with the option to select why it has been accepted if one of the options does not apply the user can as well specify their own reason. Once flagging a lead as valid the user additionally has the option to then decide which integration they would like to run.
When selecting the lead(s), they have the option to flag a lead as invalid with the option to select why it has been rejected, if one of the options does not apply the user can as well specify their own reason.
When selecting the lead(s), they have the option to flag a lead as a test with the option to select why it has been marked as a test lead, if one of the options does not apply the user can as well specify their own reason.
Mark a lead as Delivered and Undelivered: when selecting the lead(s), If the lead is valid and undelivered, they have the option to mark a lead as delivered which in hand marks the lead as billable to the advertiser. The user will need to sign and confirm before performing the action.
When selecting the lead(s), If the lead is valid and delivered, they have the option to mark a lead as undelivered which in hand marks the lead as not billable to the advertiser. The user will need to sign and confirm before performing the action.
Add/Edit Lead Data: ability to add lead data to an existing lead. When the user interacts with the lead they can click add and then input the additional data to the lead record. ability to edit lead data to an existing lead. When the user interacts with the lead they can click edit and then change the data on the lead record
Custom Tables and Column Filters: Current Status - Filter on lead status valid invalid test or caution
Campaign - filter by campaigns
Date. - filter between dates
Lead Generator - filter by publisher
Processor Status - Filter by the different statuses
WidgetsExport leads
Lead filtering
Custom tables
Table download and pagination
Table Refresh
Leads Breakdown Widget
On the Global Leads page, the user can see a ‘Leads Breakdown’ widget that shows breakdown of lead data for the past 30 days. The widget shows total number of leads, invalid leads, valid leads and delivered leads across all active campaigns for the past 30 days.
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Leads Statistics
Next to the leads breakdown widget is a graph showing the chronological leads statistics. The user can select the date range for which they want to see the lead data.
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The graph shows the number of leads across active campaigns for the selected date range
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Hovering over the graph will display the lead breakdown for the selected date
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Leads Table
Below the breakdown widget and the statistics graph, is the Leads listing page, shown below.
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The table has 16 default columns, as described below. Using the custom table view, users can add/remove columns from the table.
Column | Description |
|---|---|
Id | Lead Id |
Date | Lead Created Date |
Campaign ID | |
Campaign | Name of the campaign |
Lead Generator | Name of the publisher |
Channel | |
First Name | |
Last Name | |
Processr Status | |
Current Status | |
Delivery | Whether delivered |
Billable for Publisher | Whether billable for Publisher |
Billable for Advertiser | Whether billable for Advertiser |
Actions | Contains View button to view details of individual lead |
Additionally, there is a column with checkboxes to select lead(s) for performing an action on the lead(s).
Custom Table View
The table provides a custom table option where users can select and deselect columns to show on the table.
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Pagination
There is an option for pagination wherein the user can select the number of records to show on a single page. User can choose to display 10, 25, 50 or 100 records per page. Using the navigation arrows, users can go to next and previous pages.
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Table Download
The table also comes with a download option, at the bottom.
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By clicking on the button, the paginated table contents will be downloaded to the user’s local machine, once they agree to the terms and conditions shown before the download.
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Column Filters
As with many other tables, Leads table provides filters for most of the columns:
Column Filter | Description |
|---|---|
Id | Filter by Lead Id |
Date | Filter by Lead Created Date |
Campaign ID | Filter by campaign ID |
Campaign | Filter by campaign name |
Lead Generator | Filter by publisher name |
Channel | Filter by channel |
First Name | Filter by lead’s first name |
Last Name | Filter by lead’s last name |
Filter by lead’s mail ID | |
Processr Status | Filter by processr status  |
Current Status | Filter by current status: valid, invalid, test or caution |
Delivery | Filter by delivery status |
Billable for Publisher | Filter by whether billable for Publisher or not |
Billable for Advertiser | Filter by whether billable for Advertiser or not |
Table Refresh
The listing table also comes with a ‘Refresh’ button at the bottom, for the users to reload the table instead of performing a page refresh to view any changes to the lead data (e.g. impact of Flag/Manage action on Processr status, current status, billable status, delivery etc.)
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Apart from the above, the user can perform a multitude of different actions on the lead data such as:
View individual lead data
Export leads
Flag/Manage leads
These are described in the sections mentioned in ‘Related Contents’
\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Leads breakdown widget | Shows breakdown of leads (total, valid, invalid, delivered) across all active campaigns on the platform |
| 2 | Leads chronological statistics | Shows leads statistics as a graph across selected date range |
| 3 | Lead listing | Lists all leads across active campaigns |
| 4 | Table Filtering | Allows user to filter leads on different columns |
| 5 | Pagination | Allows user to choose number of records to view per page |
| 6 | Custom table view | Allows user to select columns they want to view |
| 7 | Table download | Allows user to download contents of the table |
\uD83D\uDDD2 User Permissions
Admin, Agency and advertiser user have access to Global Leads. For the level of access each user role has, please look at the user matrix below.