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Conditional Validation Job Follow

Overview

The Conditional Validation Job allows you to evaluate multiple conditions within a single job. Based on the results of these conditions, the job will either Pass or Fail. This is ideal when you want to ensure a lead meets multiple criteria to be considered valid, such as Country, Job Title, and Email Domain.

For example, you can configure the job to:

  1. Verify the lead is from a specific Country (e.g., "USA").
  2. Confirm the Job Title includes a certain keyword (e.g., "Manager").
  3. Exclude leads with an Email Domain like "example.com".

This flexible setup ensures that only leads that meet all specified conditions are approved, streamlining your validation process.

 

Configuration

Add new job

In a campaign, navigate to the Processr section, and in the Quality Assurance tab click the Add button which opens the Add Job modal popup. Select the 'Conditional Validation' job within the Job dropdown or start typing to find the job.

Screenshot 2024-11-18 at 10.49.13 am.png

Configure Existing job

If you are editing the job, click the Configure button beside the job in the Processr.

Screenshot 2024-11-19 at 4.18.26 pm.png

Job Configuration

The conditional validation job allows you to add either a single condition or multiple conditions to the job. The image below illustrates a scenario with just one condition added and an 'Overall operation' decision-maker selector. 

Screenshot 2024-12-04 at 9.29.51 am.png

This Overall selector offers two values, ANY or ALL, which determine how the job will be marked as a pass or fail based on the conditions.

ANY If any of the job condition is met, the job will be marked as a Pass
ALL The job will be marked as a Pass if ALL the conditions are met

Multiple conditions can be organised into Sections, and you can add a new condition by clicking the "Add Section" button.

Screenshot 2024-11-20 at 3.56.14 pm.png

The image below illustrates two conditions added to the job. The first condition validates a country match, while the second condition checks for a job title match.

Screenshot 2024-12-04 at 9.33.34 am.png

Configuring a job condition

FieldName

Within the CONDITIONS section, use the Fieldname dropdown to select the field that you want to check.

Screenshot 2024-12-04 at 9.36.05 am.png

FieldValues

Within the configuration, use the FieldValues to add a value to which you would like the job to compare that you have selected in the Fieldname. You can add multiple values here by clicking on the Add button.

Screenshot 2024-12-04 at 9.37.36 am.png

Comparision Operator

The Comparison Operator enables you to define conditions for the job. It specifies the type of comparison operation to be performed between the values of Fieldname and Fieldvalues.

Screenshot 2024-11-20 at 3.20.28 pm.png

For instance, if set to "Equals," the value of Fieldname must match exactly with the value of FieldValues for the job to be successful.

Logical Operator

The logical operator determines how the condition needs to be added to the other conditions.

Screenshot 2024-12-04 at 9.38.12 am.png

In the above image, Logical Operator AND will add the final result to other conditions to evaluate the final job result.

The Logical Operator offers two values, AND or NOT, which determine how the job will be marked as a pass or fail based on the conditions.

AND If the condition results in a pass for any of the FieldValues when evaluated with the FieldName, it is included with the other job conditions to determine the final job result.
NOT If the condition results in a pass for any of the FieldValues when evaluated with the FieldName, this condition is removed from the other job conditions, and the final job result is evaluated accordingly.

After evaluating the individual conditions in the job, the OVERALLOPERATION is applied to determine the final result. Based on this evaluation, the job is then marked as either a Pass or Fail.

Example Scenario

Let’s say you’re running a campaign to validate your leads, and you want to ensure they meet three key conditions:
  • The lead's country must be "USA".
  • The job title must include the word "Manager".
  • The lead's email must NOT be from "example.com".

Here’s how you’d configure a Conditional Validation Job:

1. Add or Configure the Job

2. Add Conditions

Condition 1: Validate the Country Condition 2: Validate the Job Title Condition 3: Exclude Certain Emails
  1. Field Name: Select Country from the dropdown.
  2. Field Values: Enter USA.
  3. Comparison Operator: Select Equals.
  4. Logical Operator: Choose AND
  1. Field Name: Select Job Title.
  2. Field Values: Enter Manager.
  3. Comparison Operator: Select Contains.
  4. Logical Operator: Choose AND
  1. Field Name: Select Email.
  2. Field Values: Enter example.com.
  3. Comparison Operator: Select Contains.
  4. Logical Operator: Choose NOT (this ensures emails with "example.com" are excluded)

Condition 1: Validate the Country

Screenshot 2024-12-04 at 9.39.36 am.png

Condition 2: Validate the Job Title

Screenshot 2024-12-04 at 9.40.36 am.png

Condition 3: Exclude Certain Emails

Screenshot 2024-12-04 at 9.41.48 am.png

3. Set the Overall Selector

Choose ALL in the Overall Operation dropdown.

This ensures the job Passes only if all the conditions are met (including the "NOT" condition).

Screenshot 2024-11-21 at 12.29.37.png

How It Works

Pass Fail

Country = USA
Job Title = "Product Manager"
Email = "john.doe@gmail.com"
This lead passes as it meets all the conditions.

Country = USA
Job Title = "Sales Manager"
Email = "jane.doe@example.com"
This lead fails because the email is from "example.com"

 

 

Articles in this section

  • How to Duplicate a Campaign
  • Campaign Templates - Review Jobs
  • Conditional Validation Job
  • Creating a Campaign
  • Creating a Quick Campaign
  • How to Share Scheduled Delivery Information With Publishers
  • Improved Publisher Notes Experience: Auto-generating of Processr Jobs Information
  • Live Email Validation - Enhanced
  • Publisher Notifications - Sharing Campaign Changes
  • Setting up An Advertiser
See more

Related articles

  • Release Notes - December 2024
  • Getting Your Campaign Started
  • Multi Field Condition Check
  • Lead Within Time Period
  • Email Verification
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Related articles

  • Release Notes - December 2024
  • Getting Your Campaign Started
  • Multi Field Condition Check
  • Lead Within Time Period
  • Email Verification
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