Search Leads Filters

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When you open the Search Leads screen, LeadByte automatically shows today’s leads from both API and Import submissions. This is where you will find more information about leads that have entered your campaign.


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Campaign Filters

  • Select one or more Campaigns to limit your search.
  • You can also search by Campaign ID. Useful when managing large numbers of campaigns.
  • When a single Campaign is selected, you can search using all Standard and Custom fields for that campaign.
  • Custom field search is only available when exactly one Campaign is selected

Date & Time

  • Set a date range to filter leads.
  • Leads older than 60 days will not display Delivery data.

Suppliers

  • Search for leads linked to a supplier(s)

Buyers

  • Search for leads linked to a buyer(s)

Advanced Filters - Select this dropdown option to show some granular search filters. Search options for this section are stated below:

Template

  • Load, create, update or delete a template.

Table Columns 

  • Gives you the ability to show the columns that are important to you. 
  • The columns you select will be remembered when you leave the page and return ( This also applies to "Capture Method".

Country

  • Search by County.

Capture Method

  • Display leads based on the method they were received API, Import, Ping Post.

Vertical

  • If you applied a Vertical to a Campaign, you can filter these leads using this option.

Delivery Name

  • Search using the name given to the delivery.
  • Search by status. 


Delivery Status (None buyer deliveries only)

  • Statuses include:
FieldWhat it means
FullThe lead has been delivered to ALL of its connected deliveries
PartialThe leads has been delivered to SOME of its connected deliveries
PendingThe lead is attempting to be delivered. Not yet confirmed or rejected.
FailThe lead has NOT been delivered to the connected deliveries
BlankNo deliveries were connected to this lead for processing

 

Lead Activity

  • Search by an activity the lead has gone through.
  • Statuses include:
FieldWhat it means
Resubmitted from system rejectionsA user has selected a lead(s) within the system rejections and manually reprocessed them.
Processed against a delivery by a userA user selected a lead and sent it to a specific delivery

Additional options
- Skip Rules when resubmitting
Assigned manually by a userA user selected a lead(s) and assigned them to a buyer/delivery within the system. No deliveries by default are triggered.

Additional Triggers
- Reponders
- Webhooks
- Responders
- Success Actions 
- Fire Tracking Pixels

Update
- Caps/Buyer credit balance
Manually reprocessedA user selected a lead(s) and reprocessed to run back through the system (Like a new lead).
Test leadsLeads that have been identified as a Test. These will be highlighted in orange.
Buyer feedback givenBuyers have provided feedback against the lead for you to view.
Internal feedback givenA staff member/user has left a note against a lead
Released from QuarantineLeads which were held within Quarantine at one point, but have since been released.
SkippedLeads which the system attempted to deliver but skipped due to a given reason against the lead. 

Extra option
Selecting this field will show an additional dropdown "Skipped Reason" to help narrow down your search criteria.


Sold Status

  • Statuses include
FieldWhat it means
SoldThe lead(s) have been sold to a buyer
UnsoldThe lead(s) were processed for delivery but were not sold.

Extra option:
Selecting this field will show an additional dropdown "Response Outcome" to help narrow down your search criteria.
ReturnedThe lead(s) were previously sold but have since been returned.
Multi SoldThe lead(s) has been sold to more than one buyer
Single SoldThe lead(s) has been sold to 1 buyer

 

Rule Builder

  • Use the Rule Builder to define your search using fields.
  • Search using a single or multiple fields.
  • Enter a single value or paste a list of identifiers, e.g., emails, phone numbers, postcodes
  • Use conditions like is, is not, is not empty and more.
  • Selecting a single campaign will allow you to search custom fields.

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