Recovering Leads when One Delivery Step Fails

Often, a LeadConduit flow will perform a number of steps including a number of deliveries on each lead. If one of the deliveries succeeds while another is unable to deliver, here is how to export the leads and resend to the failing delivery.

First, recover the leads that failed the delivery step

With the help of the lead events viewer, we can locate and export the leads that are failing a step.

1. Go to Leads-> Lead Events

2. Select filters that isolate the leads with one failing recipient (delivery) step

• Submissions to Recipients
• the flow in which the errors are occurring
• the Outcome of these leads
• the Recipient (delivery) step that is malfunctioning

3. Click Export CSV at top right and pick all the lead fields, the Source, and any appended fields that you need to send to this delivery.

In the shot above, we recover failed leads to a delivery step (a recipient) called “SBS Falcon HTTP POST JSON.” (Please note that private information has been obfuscated in brown in the above.)

Create a Resubmission Flow

Now, we’ll want to submit the exported leads only to the failed step, and possibly to a suppressionlist in order to prevent future duplication. The easiest way is to copy the flow in which the delivery failed.

1. Go to Flows on the left navigation
2. Locate the flow where your delivery failed
3. Copy the flow using the control to the right:
4. Edit the new flow and change the name at top left.
   
5. Using the gears at the right of steps, disable all steps except for the delivery step and the Suppressionlist “Add Item” step at the end of the flow, if present.

6. Save the duplicated flow at top right.

Submit your exported leads to your Resubmission Flow

After saving your resubmission flow, click on the Sources tab and find the submissions documents for the source to which you want to resubmit your leads. Launch the lead import wizard by clicking “Import Leads” and follow these instructions posted in the community.

Please note that if several sources have submitted leads, you’ll want to separate and import the leads by Source.

Things to note

The failure/success rate and statistics from your original flow may be inaccurate because you have gone through the resubmission process described in this document. Usually, the successful leads will be the sum of leads listed for success in both flows.

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