Please Note: This feature is currently being transitioned to an updated version. As we make this transition you may see multiple versions of the same document. Please use the relevant one depending on your requirements.

 

The Current Version of the document is at the top of the page and the Updated Version is at the bottom.

 

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Current Version

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Overview

Our Validation List functionality allows to check your lead data against a list of values that you want to either target or suppress, and pass/reject a lead based on a condition that you select.

 

For example, if you are targeting a list of specific companies in a campaign you are running, you can set up a validation list to ensure that the lead data contains the exact values that you need them to have.

 

Unlike our Simple Conditional Validation, which allows you to set up a simplified picklist/suppression list, our Validation List tool does not have a limit on the number of values it can contain, and you are able to customise some of the logic on how this job would work.

 

A validation list is more suitable than a Simple Conditional Validation if you have the following use cases:

• You have a list containing more than 10 values
• You would like to set up a suppression list
• Your validation criteria is not case-sensitive

 

Validation Lists can be set up in two areas:

1. System Level
    a. Lists applied at this level will be accessible across all campaigns in your enterprise

2. Advertiser Level
    a. Lists applied at this level will only be available to campaigns set up under this advertiser.

Once the lists are added to either of the above levels they will need to be applied to your campaign by adding a job within the Processr. Instructions on how to do this are below.

 

Setting up Validation Lists at an Advertiser Level

1. Once logged onto the platform select Advertiser from the left hand menu. Find the advertiser that you want and click View.

 

2. Next, select Validation Lists at the top.

 

 

3. To add a new validation list, select Add List.

4. Enter the name for your validation list and select Save.

The Private toggle affects the view of the list for any Agency type users on your platform. If set to Private, Agency users will not be able to see the values that are added to the list, or make any changes to it.

 

5. Clicking Save will open an edit modal for you. Here, you can either add values manually, or import values via CSV.

 

6. When Importing a CSV, select Import CSV. From here you can download the CSV example.

Please note: Any CSV uploaded should be in this format. You can either drag and drop the CSV file or browse your files to upload the file. If you have non-standard characters in your list (e.g. Chinese characters, umlauts, accented letters etc) then you will need to ensure you save your file as a CSV UTF-8 before importing, or you will lose these characters.

  

 

Once you have added your values either manually or via import, click Save and this will work in the background to update your list.

Note that you can add values to your list at any time, including if you have already assigned the list to a campaign.

 

Setting up Validation Lists at an System Level

 

The process for setting up a Validation List at System Level is the same as above, however they are located in a different place. To configure at a System Level, click System on your left side bar and then select Validation Lists.

The process from here mirrors Step 3 onwards from the previous section.

 

Adding the Validation List to a campaign

1. Once logged onto the platform, select your campaign then select the Processr tab. Click Add Job and select the Validation List Check from the drop down menu that appears.

 

 

2. For the setting of this job, you will firstly need to select the correct Validation List. This will be a dropdown next to the 'list' parameter, and will show all lists available for that campaign.

Lists that are set up at Advertiser Level will have (advertiser) at the end. Those set up at System Level will have (global).

 

3. Choose the field name for your Validation List to reference. This is the field the values in the list will be checked against when leads come into your campaign. Again, this will be a dropdown that references your form fields along with some extra campaign data, but can also be used for Value Transform fields.

 

 

4. You now have a host of different filters.

a) The operator determines the logic of the list. These include values such as equal, contains, startswith and endswith to decide how you want the list to be checked against your leads.

b) passEmpty determines whether the job will fail if the field is left empty. If passEmpty is true, then the validation list is optional, and leads can pass if no data is submitted to the field specified. However, leads will still fail if an incorrect value is submitted with a lead.

c) multiValue determines whether more than one value is permitted in the chosen field. For example, if you can accept multiple values in the list for the specified field, then we can check that each individual value submitted is in the list.

d) multiValueDelimiter works with the multiValue field, and determines which symbol separates the multiple values in the string.

e) caseSensitive determines whether the values are case sensitive or not.

 

  
5. Once you have completed all the settings select Save.

 

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Updated Version

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Overview

Our Validation List functionality allows you to check your lead data against a list of values that you want to either target or suppress, and pass/reject a lead based on the selected conditions.

For example, if you are targeting a list of specific companies in a campaign, you can set up a Validation List to ensure that the lead data contains the exact values that you need.

Unlike our Simple Conditional Validation, which allows you to set up a simplified picklist/suppression list, our Validation List tool does not have a limit on the number of values it can contain, and you are able to customise some of the logic on how this job would work.

A Validation List is more suitable than a Simple Conditional Validation if you have the following use cases:

• You have a list containing more than 10 values
• You would like to set up a suppression list
• Your validation criteria is not case-sensitive

 

Validation Lists can be set up in two areas:

1. System Level
    a. Lists applied at this level will be accessible across all campaigns in your enterprise

2. Advertiser Level
    a. Lists applied at this level will only be available to campaigns set up under this Advertiser.

Once the lists are added to one of the above levels they will need to be applied to your campaign by adding a job within the Processr. Instructions on how to do this are below.

 

Setting up Validation Lists at an Advertiser Level

1. Click Advertisers in the left sidebar. Locate your specified Advertiser and click View. Then, navigate to the Validation Lists tab.

2. To add a new validation list, click Add.

3. Enter the name for your Validation List and click Save.

The Private toggle affects the view of the list for any Agency type users on your platform. If set to Private, Agency users will not be able to see the values that are added to the list, or make any changes to it.

 

5. Clicking Save will open an edit modal for you. Here, you can either add values manually, or import values via CSV.

 

6. When importing values from a CSV, click Import Values. From here you can download the CSV template.

Please note: Any CSV uploaded should be in this format. You can either drag and drop the CSV file or browse your files to upload the file. If you have non-standard characters in your list (e.g. Chinese characters, umlauts, accented letters etc) then you will need to ensure you save your file as a CSV UTF-8 before importing, or you will lose these characters.

  

 

Once you have added your values either manually or via import, click Save and this will work in the background to update your list.

Note that you can add values to your list at any time, including if you have already assigned the list to a campaign.

 

Setting up Validation Lists at a System Level

The process for setting up a Validation List at system level is the same as above, however they are located in a different place. To configure at a system level, click System on your left sidebar and then select Validation Lists from the dropdown.

The process from here mirrors Step 3 onwards from the previous section.

 

Adding the Validation List to a campaign

1. a. Navigate to the Processr and click Add. Select Validation List Check from the dropdown or start typing to find the job.

 

1. b If you are editing an existing Validation List Check, click Configure beside the job in the Processr.

 

2. Select the fieldname for your Validation List to reference. This is the field the values in the list will be checked against when leads come into your campaign. Again, this will be a dropdown that references your form fields along with some extra campaign data, but can also be used for Value Transform fields.

 

3. Use the dropdown on the Operator field to determine how the list will behave. We recommend Equals as standard.

 

4. Select the correct Validation List. This will be a dropdown next to the List field, and will show all lists available for that campaign.

Lists that are set up at Advertiser Level will have (advertiser) at the end. Those set up at System Level will have (global).

5. There are additional filters that could be used if required:

Validation Rule - This option can be updated between Pass and Fail, to switch the logic of the rule to be a suppression list (fail) or an acceptance list (pass)

passEmpty - Determines whether the job will fail if the field is left empty. If passEmpty is true, then the validation list is optional, and leads can pass if no data is submitted to the specified field. However, leads will still fail if an incorrect value is submitted with a lead.

multiValue - Determines whether more than one value is permitted in the chosen field. For example, if you can accept multiple values in the list for the specified field, then we can check that each individual value submitted is in the list.

multiValueDelimiter - This works with the multiValue field, and determines which symbol separates the multiple values in the string.

caseSensitive - This determines whether the values are case-sensitive or not.

 

 

  
5. Once you have determined all settings, click Save.