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LeadConduit: Acceptance Criteria

« Previously: Add / Update Field Mappings

One baseline method to help enforce quality data is to configure Acceptance Criteria, meaning the minimum data required to successfully proceed a lead.

If the configured conditions are not met, the lead will be rejected outright.

Acceptance Criteria can be set both at the:

  • Flow level - applies to all Sources
  • Source level - applies only to that Source

screencapture-next-leadconduit-flows-59ca6d94b75b0d545b000000-edit-sources-1506438884922.png

The audit of Acceptance Criteria occurs at the beginning of the lead flow before any enhancements or validation occurs, so the best configuration is to check for basic data such as:

  • Is there a value for this field
  • Does the value of this field match a pre-defined list of acceptable answers

screencapture-next-leadconduit-flows-59ca6d94b75b0d545b000000-edit-sources-1506438813003.png 

Required Fields as Acceptance Criteria

Required Fields are a common use case for Acceptance Criteria.

You define required fields by listing the fields and setting the operator to "is not blank"

screencapture-next-leadconduit-flows-59ca6d94b75b0d545b000000-edit-sources-1506438860755.png

 

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Next: Adding Steps to a Flow »

 

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