Bulk Editing of Lead Data
- Barnaby Murtagh (Unlicensed)
Analytics
Super Admin / Admin Users:
When bulk updating data, leads will automatically be reprocessed.
Users will be able to edit data on a campaign for all leads & all publishers.
Users will need no approval before the lead are reprocessed.
Users will be able to toggle Bulk Editing setting on or off on a campaign level only. (Bulk editing will be toggled off by default.)
Bulk editing will only be reportable via the database (in order to understanding which leads have been edited.)
Bulk editing the data in the CSV/XLSX file will overwrite specified fields of the previously submitted data.
For data the user wants to update in the Bulk Edit template: Users will need to copy the Convertr Lead IDs
Any lead that is in a pending batch cannot be edited
Any lead that had been delivered cannot be edited
Bulk Edit will be available to both the Leads and the Campaign Leads sections
User will be able to download a template with a prefixed column for lead id
CANT
Users will NOT be able to delete a record via the Bulk Edit.
Bulk edit of lead data will NOT be available via the Publisher API.
Bulk Editing of leads will NOT be available with the existing Convertr Connect Integration.
Will NOT have the ability to lock any fields to be edited
Will NOT Limit the number of times the users can bulk edit the data.
Agency Users:
When bulk updating data, leads will automatically be reprocessed
Users will be able to edit data on a campaign for all leads & all publishers.
Users will need no approval before the lead are reprocessed.
Users will be able to toggle Bulk Editing setting on or off on a campaign level only. (Bulk editing will be toggled off by default.)
Bulk editing will only be reportable via the database (in order to understanding which leads have been edited.)
Bulk editing the data in the CSV/XLSX file will overwrite specified fields of the previously submitted data.
For data the user wants to update in the Bulk Edit template: Users will need to copy the Convertr Lead IDs
Any lead that is in a pending batch cannot be edited
Any lead that had been delivered cannot be edited
Bulk Edit will be available to both the Leads and the Campaign Leads sections
User will be able to download a template with a prefixed column for lead id
From the Leads tab in the side menu
From the Leads tab at a campaign level:
CANT:
Users will be able to edit data that has been Delivered AND flagged as Invalid.
Users will NOT be able to delete a record via the Bulk Edit.
Bulk edit of lead data will NOT be available via the Publisher API.
Bulk Editing of leads will NOT be available with the existing Convertr Connect Integration.
Will NOT have the ability to lock any fields to be edited
Will NOT Limit the number of times the users can bulk edit the data.
Publisher Users:
When bulk updating data, leads will automatically be reprocessed.
Users will only be able to edit the data submitted .
Users will be able to append data to submitted data.
Users will only be able to edit the data submitted that they are associated to.
Users will be able to append data to submitted data that they are associated to.
Users will need no approval before the lead are reprocessed.
Bulk editing will only be reportable via the database (in order to understanding which leads have been edited.)
Bulk editing the data in the CSV/XLSX file will overwrite specified fields of the previously submitted data.
For data the user wants to update in the Bulk Edit template: Users will need to copy the Convertr Lead IDs
Any lead that is in a pending batch cannot be edited
Any lead that had been delivered cannot be edited
Bulk Edit will be available to both the Leads and the Campaign Leads sections
User will be able to download a template with a prefixed column for lead id
CANT:
Users will NOT be able to delete a record via the Bulk Edit.
Bulk edit of lead data will NOT be available via the Publisher API.
Bulk Editing of leads will NOT be available with the existing Convertr Connect Integration.
Users will need no approval before the lead are reprocessed .
Will NOT have the ability to lock any fields to be edited
Will NOT Limit the number of times the users can bulk edit the data.
Call Center Users
When bulk updating data, leads will automatically be reprocessed.
Users will be able to edit data on a campaign for all leads & all publishers.
Will only have access to caution leads.
Users will need no approval before the lead are reprocessed.
Bulk editing will only be reportable via the database (in order to understanding which leads have been edited.)
Bulk editing the data in the CSV/XLSX file will overwrite specified fields of the previously submitted data.
For data the user wants to update in the Bulk Edit template: Users will need to copy the Convertr Lead IDs
Any lead that is in a pending batch cannot be edited
Any lead that had been delivered cannot be edited
Bulk Edit will be available to both the Leads and the Campaign Leads sections
User will be able to download a template with a prefixed column for lead id
CANT:
Users will NOT be able to delete a record via the Bulk Edit.
Bulk edit of lead data will NOT be available via the Publisher API.
Bulk Editing of leads will NOT be available with the existing Convertr Connect Integration.
Will NOT have the ability to lock any fields to be edited
Will NOT Limit the number of times the users can bulk edit the data.