Batch Management

Platform URL	https://[enterprise].cvtr.io/v2/system/campaign-lead-batch/pending-batch https://[enterprise].cvtr.io/v2/system/campaign-lead-batch/sent-batches
API Endpoints	Retrieves the Batch Integration: `GET/OPTIONS https://{enterprise}.cvtr.io/api/v4/batch-manager` Retrieves a Campaign Lead Batches: `GET https://{enterprise}.cvtr.io/api/v4/campaign-lead-batches` Batches leads and Removes leads from the list: `POST/OPTIONS https://{enterprise}.cvtr.io/api/v4/batch-manager-batch-now` Downloads the list of sent leads:
Epic	https://convertr.atlassian.net/browse/CON-4952
Document status	DRAFT
Document owner	@Adam Carter
Technical writers

Feature Overview

Here users can see any leads that are currently Pending or have been Sent using the Batch CSV integration. Users have the option to download any previous send or users can override when the file should be sent by using batch now.

Pending Batches

Shows any batch CSV integrations that are pending to be sent

Column Name	Description

Column Name	Description
Advertiser ID	The advertiser ID
Advertiser Name	The advertiser name
Campaign ID	The campaign id
Campaign Name	The campaign name
Label	The label name of the Batch CSV integration
Lead	Number of leads in the file
Schedule	The batch CSV Integration Schedule
Campaign End Date	The date of when the campaign will end

Pending View

Show the leads that are currently in the file to be sent

Sent Batches

Shows any batch CSV integrations that have already been sent

Column Name	Description

Column Name	Description
ID	Uniquie File ID (used in DB)
Advertiser ID	The advertiser ID
Advertiser Name	The advertiser name
Campaign ID	The campaign id
Campaign Name	The campaign name
Label	The label name of the Batch CSV integration
Lead	Number of leads in the file
Sent	The date of when the file was sent

Sent View

Show the leads that have been sent

Requirements

	Requirement	User Story	Notes

	Requirement	User Story	Notes
1	Pending Batches	Users can see the table listing of all the files ready to be sent
2	Pending Batches > Configure	Redirects the user to the batch CSV integration config
3	Pending Batches > View	Allows the user to which leads are queued to be sent
4	Pending Batches > Batch now	Allows the user to override the schedule and push the file through immediately
5	Sent Batches	Users can see the table listing of all the files that have been sent
6	Sent Batches > View	Allows the user to which leads have been sent
7	Sent Batches > Download	Users can download the file that have been sent
8	Table Filtering	Allows the user to filer the table values using Advertiser Id, Advertiser Name, Campaign Id, Campaign Name and Label
9	Custom Tables	A user can add, remove and reset columns for custom table

User interaction and design

Open Questions

Question	Answer	Date Answered

Question	Answer	Date Answered

Product Features