Campaign 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 a functionality to change the value of captured lead data.

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

Open

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

Open

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.

Open

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). This is a link to the Campaign > overview page.

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. This is a link to the form.

Entry Point

• The source of the lead capture. It could show API information, or the landing page that the form was embedded 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 (but the list item will still be shown on the table):

• 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, field name and value are included if they are captured 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.

If whitepapers are available on the campaign, related information, such as whitepaper id, category, subcategory etc. will be shown in this section, as shown below.

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:

'Associated Campaigns' Tab

This table shows any campaigns that the lead has also been captured on. The captured email address is used to determine an association.

‘Job Details’ Tab

This tab provides a breakdown of which the jobs that have been included on the campaign, and if those jobs have passed, failed or not run against the lead capture information.

If the job fails, the ‘message’ column provides information as to why the failure occurred, e.g.

‘Processr Logs’ Tab

This tab provides a breakdown of processr job tasks in chronological order, e.g:

‘Provider Logs’ Tab

This tab provides a breakdown of enrichment job tasks in chronological order, with the exact API message shown in the ‘Message’ column, e.g:

The user has the option to copy the message on to their clipboard using the ‘Copy’ button available against each entry.

‘Edit Data’ Tab

This tab allows the user to add new values to the lead, or edit existing values already captured with the lead.

To add a new value, complete the ‘New Fieldname’ and ‘New Value’ inputs, and then click the ‘Add' button.

To edit an existing value, click the ‘pen’ icon on the input in the ‘value’ column, then enter the new value and click the ‘save’ icon.

‘Notes’ Tab

This tab provides a breakdown of any lead status, delivery or contract changes.

Summary

Summarise the functionalities in a table

 User Permissions

Admin users can access all the tabs. Agency users and advertiser users can view some tabs. Please see user matrix for user permissions.

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