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  2. Functions
  3. Lead Management
  4. Find leads
  5. Right side of screen-User display-

Right side of screen-User display-

View User List displays a list of the searched leads.
In the lead list, name, company / organization name, number of sessions, number of PV, number of CV, tag information, status, group, person in charge are displayed.
If you want to see more lead details, click on your name.
If the company / organization name part is a link, it is registered as a company in "Company Management", and you can check the company details by clicking the link starting with "cid".

1: Numerical value during the specified period of user action It is the number of sessions, the number of PVs, and the number of CVs during the period when the period is set in the user action of the search condition.
2: All numbers It is the number of sessions, PVs, and CVs for the entire period tracked.

Batch operation to search results

CSV output

The displayed user list is output in CSV format.
If you check the check box to the left of the lead, only the checked lead will be output.

At the top of the output CSV, what kind of search conditions were output is displayed.
The AC to AH columns on the right side of the lead show the number of sessions, conversions, PV, etc. for each lead.

Precautions

  • As mentioned above, the CSV output from the management screen contains information different from the template at the time of batch registration, so the CSV downloaded for lead batch registration cannot be registered as it is.
    If you want to perform batch registration, please upload in the same state as the template for batch registration by deleting the upper two rows and AC to AH columns after output.
    Please see below for details.

"Status" change

You can change the status of the displayed user list at once.
*Since it is a single setting, it will be replaced.Multiple settings are not possible.

If you check the checkbox to the left of a lead, only the checked lead will be changed.

Change "group"

You can change the group of the displayed user list at once.
*Since it is a single setting, it will be replaced.Multiple settings are not possible.

If you check the checkbox to the left of a lead, only the checked lead will be changed.

Add "tag"

You can add tag information to the displayed user list.
* Since multiple settings are possible, it can be added.

Overwriting "tag"

You can change the tag information of the displayed user list by overwriting.
The currently set tag information is deleted, and only the tag information at the time of change is registered.

▼ Specific example
When "Tag default" and "Tag test 1" are set as tags before batch operation
Perform [Overwrite "tag"] in "Batch operation on search results".
At that time, set the tag to "tag test 2" and change it.
After the change, when you check the lead information, only "tag test 2" will be set for the lead.

Canceling "tag" settings

Cancels all tag information in the displayed user list.
From ver4.5.1, you can select and release the tag you want to release.

*Select a tag on the management screen to remove it.
If the corresponding tag is set for the selected user, it will be canceled, and if there is no corresponding tag, nothing will be updated.

Addition of "old mail delivery group"

Add all the information of the old mail delivery group in the displayed user list.

Overwriting "old mail delivery group"

You can change the old mail delivery group by overwriting the displayed user list.
The old mail delivery group information currently set is deleted, and only the old mail delivery group at the time of change is registered.

▼ Specific example
When "Support Mail" was set to the old mail delivery group before the batch operation
Perform [Overwrite "old mail delivery group"] in the batch operation to the search results.
At that time, the old mail distribution group was set to "Mtame mail" and changed.
If you check the lead information after the change, only "M-Tame Mail" will be set in the old mail delivery group.

Canceling the setting of "Old mail delivery group"

The information of the old mail distribution group in the displayed user list isRelease allTo do.
* From ver4.0.0, the name has been changed from the mail delivery group to the old mail delivery group.

Addition of "Membership Registration Form"

Adds the information of the member registration form to the displayed user list.

Overwriting "Membership Registration Form"

You can change the member registration form by overwriting the displayed user list.
The currently set member registration form information will be deleted, and only the member registration form at the time of change will be registered.

▼ Specific example
When the "authentication form" of the member registration form was set before the batch operation
Perform [Overwrite "member registration form"] in the batch operation to the search results.
At that time, set the member registration form to "member registration form" and overwrite it.
If you check the lead information after the change, only the "member registration form" will be set for the old mail delivery group (* the name has changed from ver4.0.0).

Canceling the setting of "Membership registered form"

All the information on the member registration form of the displayed user list will be canceled.

※Caution
For the member registration form, only the form name that has already been created will be registered.It is not possible to change the form name that was not created at the time of change.

Addition of "person in charge"

Add all the information of the person in charge of the displayed user list.

Overwriting "person in charge"

You can change the person in charge by overwriting the displayed user list.
The currently set person in charge information is deleted, and only the person in charge at the time of change is registered.

▼ Specific example
When "Support" and "Market" are set as the person in charge before batch operation
Overwrite the "person in charge" by batch operation on the search results.At that time, set the person in charge to "sales" and change.
If you check the lead information after the change, only "Sales" will be set for the person in charge.

Canceling the setting of "person in charge"

Cancels all the information of the person in charge of the displayed user list.

※Caution
Only the account set on the BowNow management screen can be set as the person in charge.It is not possible to create a new person in charge.

Integrate unknown candidates for name identification

The registered candidate unknowns are integrated into the lead name identification setting of the displayed user list.
If there are multiple lead candidates, they will be automatically integrated and determined.

* If you want to cancel the integration, you need to do it from the lead details.
* If "lead" is linked to the name identification candidate, it will not be integrated.

For details on name identification, please see below.

Delete "lead" information

The lead information of the displayed user list is deleted.
BowNow does not back up deleted lead information.Restoration is not possible.
Please be careful when deleting.

Study session information