Overview:

Description	Allow bulk editing of invalid lead data based on lead ID from CSV import.
Type	Roadmap Feature
Story	https://invis.io/8N127FG35DY9
Mockup
Ticket
Assets	https://drive.google.com/open?id=1q4U8yms4Rh0GkpU88WANOhgSWzXYJZUy&authuser=amish%40convertr.io&usp=drive_fs

Quantitative Data:

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

HYPOTHESES

REASONING

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.

Function

Findings

Image

Takeaways

EMBRACE

REJECT

TO DISCUSS

Stakeholder

Date

Changes

Product

11/01/22

DONE

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

REJECTED

NEED MORE INFO

TO 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?

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

Stakeholder	Date	Description

Source	Link	Description	Findings
N/A	N/A	N/A	N/A