Our new Global Forms solution is planned for August and is in development to help users regain control of their demand gen forms and fields. Previously, Convertr forms were created and managed on a campaign level. While this worked well for a time
We’re making important changes to how the ‘Batch Integration’ job works and we’re improving its representation throughout the platform.
Batch integrations are one of the most used Convertr integrations for lead delivery. It allows publishers and agencies to securely deliver campaign lead spreadsheets to their customers, and are commonly used to deliver valid leads on a daily or weekly schedule.
This update is in response to customer feedback and improving the end-of-month reconciliation process.
New ‘On-Hold – Pending Batch’ Status
Once released, all leads that are scheduled to be sent via the batch integration will now be initially marked as ‘Valid’ and ‘Not Delivered’ and only marked as ‘Delivered’ once a batch file is delivered to the customer. This means if leads are entered Monday-Thursday, but not sent to the customer until Friday, you will have a more accurate view into their delivered and billable status.
Updates to the ‘Leads’ Page: Visibility into Individual Lead Status
On the ‘Processr Status’ column a new status called ‘On Hold – Pending Batch’ is now available for users.
Once the batch is sent, the status will change to ‘Complete’.
Additionally, all users will be able to filter the column and view any records awaiting a batch send.
Updates to the ‘Publisher’ Page: Visibility into a Specific Publisher
The total leads that are pending batch send will be displayed in the ‘On-Hold’ table column for each publisher.
The ‘Leads Export’ report and ‘Report Builder’ will allow users to report on any leads that are in the batch-pending state. A new field named ‘jobDeliveryTime’ will display the timestamp of when the lead was sent. To filter leads on the processr status, users will be able to reference the ‘processrStatus’ field.
Improvements Still to Come
For relevant platform widgets, leads may not be marked as ‘Valid’ and ‘Delivered’ straight away. This figure will only update once all batches have run and will then be marked as ‘Billable’ (‘Valid’ and ‘Delivered’) in the platform.
‘On Hold’ Table Column on ‘Dashboard’ Table
Similar to the change made on the ‘Publisher’ table, the total leads that are pending any batch sends will be displayed in the ‘On-Hold’ column for each campaign on the ‘Dashboard’ table.
For further assistance or support on how to use the functionality, please reach out via firstname.lastname@example.org.
- Global Forms Management: Centralised forms, Simplified processes.
- Convertr Connect: Strengthening Platform Connections Between Data Providers and Receivers
- MarTech ROI. Can You Measure It?
- Report Builder: Putting the Power of Reporting at Your Fingertips.
- Batch Delivery Status Improvements