Campaign > Leads Listing
- Adam Carter
- Arunima Kurup Prasad
Platform URL | https://[enterprise].cvtr.io/v2/campaigns/[campaignId]/leads |
|---|---|
API Endpoints | Leads breakdown widget
Leads chronological statistics chart
Lead listing table displaying campaign, lead and lead generator details
|
Epic | |
Document status | DRAFT |
Document owner | @Danny Hannah @Adam Carter |
Technical writers | @Arunima Kurup Prasad |
Related Content | https://convertr.atlassian.net/jira/software/projects/PFD/boards/33?selectedIssue=PFD-9 https://convertr.atlassian.net/jira/software/projects/PFD/boards/33?selectedIssue=PFD-11 |
Feature Overview
Once the user selects a campaign, they can see the lead data in the campaign by clicking on the ‘Leads’ menu.
The Global Leads page is different from the Campaign > Leads page in that, the former lists all leads across all active campaigns on the platform, and the latter lists leads specific to the selected campaign.
The lead view enables the user to understand the lead data to be able to perform an action on a lead.
The Leads page provides the below options:
Leads Breakdown widget
Leads Statistics graph
Leads Listing table
Detailed lead view
Lead filtering
Custom tables
Table download and pagination
Table refresh and
Choice to perform a multitude of actions such as:
Import Leads
Export Leads
Bulk Edit of leads
Flag/Manage leads
Suppression lists
Leads Breakdown widget
The ‘Leads Breakdown’ widget shows breakdown of all lead data on the campaign. The widget shows Total number of leads, Billable leads, Invalid leads (and percentage), Valid leads (and percentage) and Delivered leads (and percentage) in the campaign.
Lead Statistics graph
Next to the leads breakdown widget is a graph showing the chronological leads statistics. The user can select the date range for which they want to see the lead data.
The graph shows the Total leads, Valid leads and Invalid Leads for the selected period.
Leads Table
Below the breakdown widget and the statistics graph, is the Leads listing page, shown below.
The table has 14 default columns, as described below. Using the custom table view, users can add/remove columns from the table.
Column | Description |
|---|---|
Id | Lead Id |
Date | Lead Created Date |
Lead Generator | Name of the publisher |
Channel |
|
First Name |
|
Last Name |
|
| |
Processr Status |
|
Current Status |
|
Delivery | Whether delivered |
Billable for Publisher | Whether billable for Publisher |
Billable for Advertiser | Whether billable for Advertiser |
Sales |
|
Actions | Contains View button to view details of individual lead |
Additionally, there is a column with checkboxes to select lead(s) for performing an action on the lead(s).
Custom Table View
As with many other tables, the lead listing table also provides a custom table option where users can select and deselect columns to show on the table.
Pagination
There is an option for pagination wherein the user can select the number of records to show on a single page. User can choose to display 10, 25, 50 or 100 records per page. Using the navigation arrows, users can go to next and previous pages.
Table Download
The table also comes with a download option, at the bottom.
By clicking on the button, the paginated table contents will be downloaded to the user’s local machine, once they agree to the terms and conditions shown before the download.
Table Refresh
The listing table also comes with a ‘Refresh’ button at the bottom, for the users to reload the table instead of performing a page refresh to view any changes to the lead data (e.g. impact of Flag/Manage, Bulk Edit, Import, Export etc. on lead view).
Column Filters
As with many other tables, The Campaign > Leads table provides filters for most of the columns:
Column Filter | Description |
|---|---|
Id | Filter by Lead Id |
Date | Filter by Lead Created Date |
Lead Generator | Filter by publisher name |
Channel | Filter by channel |
First Name | Filter by lead’s first name |
Last Name | Filter by lead’s last name |
Filter by lead’s mail ID | |
Processr Status | Filter by processr status(es) |
Current Status | Filter by current status: valid, invalid, test or caution |
Delivery | Filter by delivery status |
Billable for Publisher | Filter by whether billable for Publisher or not |
Billable for Advertiser | Filter by whether billable for Advertiser or not |
Apart from the above, the user can perform a multitude of different actions on the lead data such as:
View individual lead data
Import Leads into the campaign
Export leads from the campaign
Flag/Manage leads
Apply email and telephone suppression lists to the campaign
Bulk Edit lead data
These are described in the sections mentioned in ‘Related Content’
Summary
Functionality | User Story | |
|---|---|---|
| 1 | Leads breakdown widget | Shows breakdown of leads (total, valid, invalid, delivered, billable leads) in the campaign |
| 2 | Leads chronological statistics | Shows leads statistics as a graph across selected date range |
| 3 | Lead listing | Lists all leads in the campaign |
| 4 | Table Filtering | Allows user to filter leads on different columns |
| 5 | Pagination | Allows user to choose number of records to view per page |
| 6 | Custom table view | Allows user to select columns they want to view |
| 7 | Table download | Allows user to download contents of the table |
User Permissions
Admin and agency users have access to the Campaign > Leads page. Advertiser users and call centre users have access to limited areas and functionalities on the page. For details on user permissions, please refer the user permission matrix link below.