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  3. Leads - Delivery - Generic Integrations

Batch Management Follow

Overview

Batch Management allows users to see whenever a batch integration is preparing to run. It is where you can see all active batch integrations across campaigns, with details such as schedule and how many leads will be sent. From this area, you can also download previous batch files, and force a batch to send earlier than scheduled.

 

Navigation

Log into the platform and select System from the left sidebar, then select Batch Management from the dropdown menu.

Image of log into the platform

This will take you to a screen with all of the batch integrations that are being prepared, along with the time at which they will run.

Imate of the batch integrations

 

Pending Batches

By clicking View Details, you will see all the data that is being prepared to be sent in that specific integration. Clicking View Lead will take you directly to the lead in the campaign.

Clicking View Details

Clicking Configure will take you to the campaign's Processr, where you can make changes to the Batch CSV integration.

AwesomeScreenshot-Contentive-Campaigns-Synup-Synup-Local-SEO-Super-Guide-Lead-Gen-2019-Processr-2019-07-26-13-07-94.png

Batch Now will allow you to ignore the schedule and send the file immediately.

Image of batch now

 

Sent Batches

By clicking on Sent Batches at the top, you can see a log of all previously sent batch integrations.

Clicking of Sent Batches

You can use the download button here to download the generated file, or View Details to once again see the leads that were a part of this file.

 

Bulk Batch Now

At the top of the Batch Management area, you will see a 'Bulk Batch Now' button. This button allows you to select Pending batches and send them instantly. You will receive a verification modal to ensure that you intend to take this action.

Bulk batch now button

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Related articles

  • Batch CSV Integration
  • Campaign Templates - Lock Jobs
  • Google Connected App Solutions
  • QA Status and Processr Status
  • Convertr Connect: Integration
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