Bulk Edit

🏠 Feature Overview

The Campaign > Leads page has a ‘Bulk Edit’ option that allows permitted users to edit multiple undelivered leads within the campaign. This option enables users to edit undelivered leads to make them valid rather than having to resend leads to the campaign.

E.g. If the email address of certain leads need to be updated, the ‘Bulk Edit’ option allows the user to update only this value for multiple leads without having to delete and upload the leads again.

The option to ‘Bulk Edit’ leads will be available only if the below campaign configuration is enabled.

If ‘Bulk Edit Data’ option is enabled on the campaign, ‘Bulk Edit’ button will be available just above the leads listing table.

Bulk Edit of leads involves 3 steps:

1. Upload

2. Mapping

3. Preview

Step 1: Upload

This step involves uploading a CSV files consisting of the leads to bulk edit. Clicking the ‘Bulk Edit’ button opens the ‘Bulk Edit’ modal as shown below. The blue banner provides a link to the zendesk article that explains how the CSV file may be generated. The CSV file should contain only the leads that need to be edited.

The user must select a form (forms associated with the campaign will be available in the dropdown) that can be mapped to the CSV file being uploaded.

The ‘Reprocessing' toggle allows the user to choose to reprocess/ not reprocess the edited leads. If the toggle is enabled, the edited leads will be automatically reprocessed (Please refer Reprocess Leads section). If the toggle is disabled, the leads will not be reprocessed and user can manually reprocess leads, if they wish.

The user can then upload the CSV file using the ‘browse files’ option or by dragging and dropping the file into the drop box.

The ‘Next’ button will be enabled only if a CSV file is uploaded and a form is selected.

Step 2: Mapping

On this step, the user must map the form fields to the fields in the CSV file. ‘Form Fields’ are available on the left column and ‘CSV Mapping Field’ are available on the right.

‘Lead Id’ is mandatory as this is the field that uniquely identifies the lead to be edited. This field should ALWAYS be mapped to the column that corresponds to the lead id, in the CSV file. If the lead id field is not mapped correctly, bulk edit will not work.

Next, only the fields that require update need to be mapped to the form fields. If a field should remain unchanged, it should be mapped as ‘Do not change’ in the dropdown.

In the below example, only the ‘Lead Id’ and ‘Email’ fields are mapped, the remaining fields are mapped as ‘Do not change’. This means, only the Email field will be updated for the uploaded leads, the rest of the fields will remain unchanged.

Clicking on the ‘Next’ button takes the user to the next step - ‘Preview’

Step 3: Preview

The next step is ‘Preview’ where the user is shown a preview of 5 leads that will be updated. A yellow banner also shows the total number of leads that will be edited. If any change is required, the user can go back to the previous steps to upload a different CSV file or map the fields differently.

The ‘Save’ button will be enabled only if the user selects the checkbox to agree to the conditions mentioned.

The user must then confirm their choice by entering the number of leads that will be updated, as shown in the dialog below.

Clicking on ‘Yes’ will initiate bulk edit on the uploaded leads and the user is shown a confirmation message.

User Permissions- Publisher view

Tech dashboard config

Email sent

Lead view notes tab

\uD83D\uDDD2 Summary

Summarise the functionalities in a table

\uD83D\uDDD2 User Permissions

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