Convertr Help Centre Help Center home page
Submit a request
Sign in
  1. Convertr Help Centre
  2. Product
  3. Leads - Management

Bulk Lead Editing - Call Centre Users Follow

Overview

When leads are processed through the platform there may be instances where lead data is incorrect, either due to human error or updated client requirements. Instead of having to reject these leads, individually edit the leads or have the leads reuploaded, the Bulk Edit functionality allows you to update a specific field or fields across multiple leads.

Key Point Considerations:

  • Only Caution Leads can be edited
  • When submitting leads to be bulk edited they will automatically be reprocessed

This document is split into two parts:

  • Part 1 - How to export your Invalid Leads and their IDs
  • Part 2 - How to Bulk Edit

 

Part 1 - How to Export your Leads and their IDs

In order to bulk edit your leads, you will need to know the IDs of the leads you would like to update. The next few steps will outline how to pull this information if you have not received these from another source.

1. On the Leads tab of your current campaign, use the Current Status column to filter your leads by Caution.

Leads Tab

2. Select the Custom Views buttonScreen_Shot_2022-06-09_at_11.05.17_AM.png and use the Table Column dropdown to select the field(s) that you would like to download. You can use the Action column icons to move and remove field(s) that are not needed, then click Save. Please make sure the id is selected.

Custom Views

3. If you are exporting up to 100 leads use the Items Per Page dropdown at the bottom of the screen to filter by up to 100 leads. If you are downloading more than 100 leads you will need to download the table multiple times.

Exporting leads

4. Select the Download Table Contents  Download table button, agree to the Terms and Conditions, then click Download.

agree to terms and conditions

 

Part 2 - Bulk Editing the Leads

Please ensure you have your leads and the corresponding lead IDs in a CSV file.

1. Within your campaign, navigate to the Leads page and click Bulk Edit.

Bulk Edit button

2. Select your campaign's form in the dropdown.

Campaign Form

3. Use the Browse Files button, or drag and drop your file, then click Next.

Browse files

4. The Mapping screen confirms that the form fields from your file are mapped to the corresponding fields in the platform. To complete this step:

a. Ensure the lead ID form field is mapped to the CSV Mapping Field 'id'

b. Ensure that any other fields you are editing are mapped correctly from the Form Field to the CSV Mapping Field

c. For any fields you are not updating, ensure that the CSV Mapping Field says 'Do Not Change'

d. Click Next

Do not change

5. Use the Import Preview screen to confirm that all data will be uploaded to the correct fields, and use the orange notification bar to check the number of leads that will be updated.

Import preview

6. Agree to the Terms and Conditions of this action, then click Save.

Terms and conditions

7. An additional validation modal will appear, prompting you to confirm and type the number of leads you will be editing.

additional leads

8. Click Save.

Any changes made to leads will be referenced in the Notes section of the lead details

Leads

Articles in this section

  • Returned Leads in The Convertr Platform
  • Custom Returned Lead Flags
  • Replacement Leads In The Convertr Platform
  • Lead Export
  • Selecting Delimiters when Importing
  • Introduction to Bulk Editing
  • Bulk Lead Editing - Call Centre Users
  • Bulk Lead Editing - Publisher User
  • Bulk Lead Editing - Admin/Agency User
  • Always Deliver
See more

Related articles

  • Bulk Lead Editing - Publisher User
  • Introduction to Bulk Editing
  • Bulk Lead Editing - Admin/Agency User
  • Fulfilment Risk Insights - How We Calculate Risk
  • Setting Up An Integration
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • Bulk Lead Editing - Publisher User
  • Introduction to Bulk Editing
  • Bulk Lead Editing - Admin/Agency User
  • Fulfilment Risk Insights - How We Calculate Risk
  • Setting Up An Integration
Convertr