Search Leads Filters
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.
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:
| Field | What it means |
| Full | The lead has been delivered to ALL of its connected deliveries |
| Partial | The leads has been delivered to SOME of its connected deliveries |
| Pending | The lead is attempting to be delivered. Not yet confirmed or rejected. |
| Fail | The lead has NOT been delivered to the connected deliveries |
| Blank | No deliveries were connected to this lead for processing |
Lead Activity
- Search by an activity the lead has gone through.
- Statuses include:
| Field | What it means |
| Resubmitted from system rejections | A user has selected a lead(s) within the system rejections and manually reprocessed them. |
| Processed against a delivery by a user | A user selected a lead and sent it to a specific delivery Additional options - Skip Rules when resubmitting |
| Assigned manually by a user | A 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 reprocessed | A user selected a lead(s) and reprocessed to run back through the system (Like a new lead). |
| Test leads | Leads that have been identified as a Test. These will be highlighted in orange. |
| Buyer feedback given | Buyers have provided feedback against the lead for you to view. |
| Internal feedback given | A staff member/user has left a note against a lead |
| Released from Quarantine | Leads which were held within Quarantine at one point, but have since been released. |
| Skipped | Leads 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
| Field | What it means |
| Sold | The lead(s) have been sold to a buyer |
| Unsold | The 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. |
| Returned | The lead(s) were previously sold but have since been returned. |
| Multi Sold | The lead(s) has been sold to more than one buyer |
| Single Sold | The 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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