🏠 Feature Overview
Validation Lists
Validation lists allows users to check the leads against the list of values to either target or suppress and pass/reject a lead based on the condition selected. For example, if the user is targeting a list of specific companies in a campaign, the user can set up a validation list to ensure that the lead data contains only the exact values required.
Validation Lists can be set up in two areas:
System Level
a. Lists applied at this level will be accessible across all campaigns in your enterprise
Advertiser Level
a. Lists applied at this level will only be available to campaigns set up under this advertiser.
Setting Up Validation Lists At An Advertiser Level
Click Add
When adding a entry to the validation list, user enter the following fields and clicks Save
Name | Required | Notes |
Name | Enter the validation list name | |
Private | Private toggle affects the view of the list for any Agency type users on your platform. If set to Private, Agency users will not be able to see the values that are added to the list, or make any changes to it. The role of the “private” validation list is to allow the advertiser to upload potentially sensitive information without exposing it to Agency or Publisher user types. Admin + Super Admin users should still be able to see private validations lists. |
Clicking Save will open an Add Validation List modal where the user can add values or Import values.
\uD83D\uDDD2 User Permissions
The users should have access to the advertisers to be able to view the validation lists
https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=1710197291 Connect to preview