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Managing Leads after a Manual File Upload

Craig Reid
  • Updated

Relevant to: Demand Acceleration Platform

Once you have uploaded leads to your Source, it is advisable to check that all valid leads have passed through your systems as planned. 

It is recommended to check the accepted/rejected status of leads in your Source and that the accepted leads have all passed through to your Marketing Automation or CRM system.

If you have rejected leads in your Source, the below instructions can help you to resolve any leads that may have been unintentionally blocked.

 

 

Monitoring leads after upload to your Source

1. Confirm that leads have been properly accepted and rejected in the Demand Acceleration Platform. 

  • This can be done by downloading a Lead Report or Source Report and reviewing the number of rejected leads and their rejection reasons.
    • See our Insights section for instructions and details on available reports.
    • Reports can be scheduled to be sent to you regularly to prompt system checks and provide you with the necessary information. 
  • Review the below Reviewing rejected leads section to resolve any that may have been unintentionally blocked.

2. Confirm lead counts match in all your systems (Demand Acceleration Platform > Marketing Automation or CRM). 

  • You can generate or schedule a Source Report and Post Out Logs Report to be sent to you automatically and provide you with lead count data.
    • See our Insights section for instructions and details on available reports.
    • Reports can be scheduled to be sent to you regularly to prompt system checks and provide you with the necessary information. 
  • See Post-outs for more information on your Marketing Automation or CRM systems.

 

What are rejected leads?

A lead being rejected after a manual file upload indicates that lead data did not meet one or more of the criteria set on the Source. Rejected leads aren't always a negative, instead the platform is acting as it should to block leads that appear to be flawed. 

Rejected leads do not post out to your Marketing Automation or CRM system, but they are still visible in the Source lead data and can therefore be fixed and reposted if needed. 

 

How to review and resolve rejected leads

1. In the Demand Acceleration Platform, click on the Sources tab.

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2. Click on one of your Sources.

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3. On the Summary tab select Download Leads.

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4. Select Rejected Leads from the Lead Status options and define the exported format as either .csv or .xlsx.

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If you are working with special characters and/or languages other then English, opt for the .xlsx file download to preserve those characters.

 

5. Review the Disposition Code and Custom Reason columns for each Rejected lead to identify why the lead has been rejected and determine what action is needed.

Outcome

Action

Example
Lead has been blocked for a valid rejection reason and you want it to remain rejected.

Delete these line items from the Excel file to keep them in the rejected status.

'REJECT_LEAD_INVALID_EMAIL' means the email address is not valid and that lead was correctly rejected.

  • Remove these from your downloaded file.
Lead has been blocked unintentionally and you want it to be accepted.

Keep all data for these line items on your Excel file (especially LeadID) and determine the resolution needed to reupload successfully.

'REJECT_LEAD_INVALID_LIST_VALUE' means an unexpected value was received; it was not on your assigned picklist. 

  • Adjust or add the new value to the picklist in the Demand Acceleration Platform to allow this value going forward.
  • If any list mappers are applied to the picklist, update or add a corresponding list value.

 

6. Make any edits to the lead data in the spreadsheet. Once rejected leads have been resolved - either through deletion or by updating the data - save the spreadsheet file as a .csv.

  • Only include the leads that need reuploading - remove any that should stay rejected.
  • Leave all platform data in Columns A-K as is (especially LeadID because the platform uses that it to recognize the lead when updating the data).
Once saved as a .csv,do not re-open the file.
It will cause any special characters to lose their formatting.

 

7. Navigate back to the Summary tab in your Source and select Upload Leads.

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8. Drop the new .csv file into the box or click browse to select it from your computer.

If your system requires using semicolon as delimiters (typical for some European systems), click the toggle Use Semicolon as delimiters to enable.

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9. Click Upload.

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10. A popup will appear indicating that the leads are being processed. Click Close to close the window.

You will be able to see the acceptance/rejection of leads in real time as they process on the Source Summary page.

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An email notification is no longer sent once data processing has finished.
Please allow 30 minutes for leads to be processed (this may be more for high volume data sets).

 

10. Once processed, review the new accepted/rejected lead statuses.

Please allow up to 30 minutes for leads to process before attempting another file upload.
If leads remain in the Processing Leads status, please contact your Integrate team for additional support.

 

11. Repeat the above process as needed to resolve any additional unintentionally rejected leads.

 

 

Recommended Reading

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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