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How Can I Reject Leads as a Campaign Client?
How Can I Reject Leads as a Campaign Client?

If you're a client of a campaign, and want to reject leads, this guide is for you.

James Dodd avatar
Written by James Dodd
Updated over a week ago

If you need to instruct your Lead Supplier of Rejections, we have several different options and processes which should hopefully be able to integrate into your current systems. Each is outlined below.

Please Note: To reject leads, you will need to be logged in to Databowl and have the following user role enabled: Reject Leads as a Client

If this is not enabled for you, or you wish to check, please speak to your Lead Supplier (instance owner) who can add this for you.




Lead Reject API

If your system has the ability to feedback information on lead outcomes, then our recommendation is to use the Lead Reject API.

Please Note: This methods need you to work with the Databowl Lead ID.

This is the identifier for the lead on our system.

You will need to ensure this is passed to your system and you are be able to recall it when required.

You'll need an API key, speak to your Lead Supplier and they can obtain this for you.

With the API KEY and Lead ID, you can then tell the Databowl system the reasons for your rejection!

All of this information is included in your Client Integration document for your campaign and this guide includes examples, code and further information:


Importing Rejections

If you have a list of Databowl Lead ID's or other identifiable information in a CSV file, then you can import all of these into the system which will ensure each of them are flagged as Client Rejected for you.

You can find more information on how to import rejections here:


Verify

View one of the leads you've rejected to ensure the lead status now shows correctly.

A quick method to view leads can be done by passing your Lead ID to the end of a url.

This will look something similar to this.

https://{your_instance}.databowl.com/#/leads/{lead_id}

Simply replace {your_instance} with the name of the instance you are accessing

and replace {lead_id} with the ID of the lead you want to verify.


πŸš€ Need More assistance?

If you're stuck or if this isn't something you or your team is comfortable with, then please open a new chat/ticket (chat icon in the bottom right of the screen) or email support@databowl.com.

We're here to assist with any questions you have, and if required we can quote on actioning work like this for as part of our Marketing Services.

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