Global Leads > Actions > View

🏠 Feature Overview

The ‘Lead Data’ dialog provides detailed information on the captured field values, enrichment data, associated campaigns, processr and provider logs, and change log notes. There is also functionality to change the value of captured lead data.

The dialog can be accessed via Leads > ‘Actions’ Column > ‘View’ Button:

Once the dialog is open, the left side provides a ‘profile’ of the captured lead, with the right side providing various other lead information:

Lead Profile

The lead profile gives an overview of the lead information, coupled with some enrichment features that are populated if certain fields are captured.

Map

If an address is collected with the lead, the approximate location will be shown via Google Maps, e.g:

If an address is not collected, the background of the map area will default to a generic graphic, e.g:

Profile Picture

If an email is collected with the lead, and the campaign has the full contact enrichment job enabled, the profile image can be pulled through, e.g.

If an email is not collected, the profile image will default to a generic graphic, e.g:

Name and Social Links

The first and last name is populated via the ‘First Name’ and ‘Last Name' fields included on form captured. The social links are populated via the Full Contact enrichment job based on the email provided. If any social accounts are available, the relevant icon will become blue and click through to the social media website e.g.

Details Section

Lead ID

• The ID of the captured lead

Status

• The current status of the lead (exactly the same as the status shown in the ‘Current Status' column on the leads > table / campaign > leads > table)

Delivery

• The delivery status of the lead (exactly the same as the status shown in the ‘Delivery' column on the leads > table / campaign > leads > table)

Email

• The email captured with the lead

Telephone

• The telephone number captured with the lead

Campaign Name

• The name of the campaign that the lead is captured on (especially helpful if viewing the lead in the global leads page where the campaign it was captured in is not immediately obvious)

Generator

• The name of the publisher that provided the lead (this item will not show if there is no lead generator)

Captured

• The date and timestamp of the lead being captured

Form

• The form used to capture the lead

Entry Point

• The source of the lead capture. It could show API information, or the landing page that the form was embeded on.

‘Profile’ Tab

The profile tab shows all the values captured with the lead, plus any enrichment data or value transform data:

‘Publisher Data’ Panel

This panel shows all the values captured via form.

The below fields are shown by default in the table, however the values of these fields can be empty if not captured via the form:

• Title

• First Name

• Last Name

• Telephone

• Email

• Channel

• Address Line 1

• Address Line 2

• Address Line 3

• Address Line 4

• Postcode

The below fields are effectively metadata for the lead capture, and the relevant value is generated automatically without the need for these to the entered via the form:

• Created Date

• Created Year

• Created Month

• Lead Hash

Additional fields and their corresponding label, fieldname and value are included if they are included on the data capture form, e.g. the ‘email domain’ item is shown if the ‘email’ is captured. If the email is not captured, the ‘email domain’ table item will not be shown.

Additional Panels

Panels are automatically shown for enrichment where the data is generated depending on jobs added to the campaign, e.g:

Value transforms panels are also shown if these are configured on campaign, e.g:

\uD83D\uDDD2 Summary

Summarise the functionalities in a table

\uD83D\uDDD2 User Permissions

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748