Objective
What we are trying to solve?
The lead section on the platform is here to enable the user to see lead data on a global view. 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.
The main objective is to allow the user to manage their lead data 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.
What benefit does this feature bring?
Success metrics
Goal | Metric |
|---|---|
Streamline process | Improved user engagement |
Better lead management | more platform usage In this section |
Requirements
Requirement | User Story | Importance | Jira Issue | Notes | |
|---|---|---|---|---|---|
| 1 | Bulk Edit | As an admin or agency user they will need to have the ability to perform all of the above action 1-6 within a bulk action. The user will be able to input a list of lead id(s) (separated by a semicolon) then select the action they wish to perform in bulk. | HIGH | ||
| 2 | Bulk Edit - Reprocess a Lead | As an Admin or agency user on the live lead or campaign leads page when selecting the lead(s), they then have the option to reprocess them and to re-run all of the ‘Processr Jobs’ and Value transforms for that specific lead(s) | HIGH | ||
| 3 | Bulk Edit - Flag a Lead as Valid, Invalid or Test | As an Admin or agency user on the live lead or campaign leads page 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. As an Admin or agency user on the live lead or campaign leads page 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. As an Admin or agency user on the live lead or campaign leads page 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. | HIGH |
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| 4 | Bulk Edit - Mark a lead as Delivered and Undelivered | As an Admin or agency user on the live lead or campaign leads page 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. As an Admin or agency user on the live lead or campaign leads page 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. | HIGH | ||
| 5 | Add Lead Data | As an admin or unmasked agency user, they have the 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 | HIGH | ||
| 6 | Edit Lead Data | As an admin or unmasked agency user, they have the 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 | HIGH | ||
| 7 | Custom Tables | As an Admin, Agency or Creative Manager user, they will have to option to customise the table with selected options to choose from | HIGH | ||
| 8 | Column Filter(s) | As an Admin, Agency or Publisher user, they will have to option to filter certain table columns with selected options to filter on. Custom 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 | HIGH | ||
| 9 | Leads Breakdown | This is a widget that will give a visual representation of all lead data over the last 30 days. In the break down it will show: Leads (Total) Invalid Valid | HIGH |
User interaction and design
Open Questions
Question | Answer | Date Answered |
|---|---|---|