Overview
Once leads have been processed through a campaign they will be either marked as Valid, Invalid, or Caution. It is subsequently possible to change the status of the lead depending on your needs. The article Flagging Leads will walk you through how to update the lead status.
Additionally, it is possible to add customised lead flags for Invalid Leads. This allows you to report and track trends with why leads have been marked as invalid. For example, tracking Returned leads may help with improving other processes and improving lead quality.
Please note: This functionality is for Admin users only and at this time this functionality is only for Invalid - returned leads.
Creating your Custom Lead Flags
1. Navigate to the Enterprise tab and select Flag Reasons
2. Click Configure next to the returned reason in the Actions column
3. In the New Category Field type in your new name and click Add
Please note: Please ensure that you keep the naming conventions consistent. This will assist with reporting in the future.
How to Use Your New Custom Flag
1. Navigate to your campaign and select the lead(s) that you want to validate using the tick box feature. This allows you to select multiple leads.
2. Click Flag/Manage and a modal will open, displaying all the lead IDs. You can also type out the lead IDs here, or paste the lead IDs from a report. Click Next.
3. Select 'Mark as Invalid'
4. Select Returned and then within the Reason Category, a dropdown will appear of all the available reasons. Select the relevant option.
5. You can add a comment if desired, however this is not mandatory. Click Save.
6. The lead will be updated, and this can be seen if you hover over the lead's Invalid status. You will also see in the Status History that the Reason and Comment are recorded.