With PX Disposition, you’re able to assign disposition data to leads purchased through PX. This gives insights into your leads sales funnel, conversion % to different stages, drop-off rates, source-by-source and overall campaign performance. Uploading disposition data is an easy process, as PX remembers your file format and mapped fields.
To upload a disposition file, go to Disposition Management page and navigate to Upload file block.
Uploading procedure can consist of three steps:
Formatting your file correctly is important, make sure it meets all the requirements.
Format Your Disposition File
A disposition file must include at least 2 columns: the lead identifier (email or lead GUID) and its current disposition status (contacted, interested, etc.).
When using the lead's email address as an identifier, the file should look something like this:
When using the leads lead GUID as an identifier, the file should look something like this:
You can upload files with the same leads as many times as you need, the status of the lead will be updated accordingly.
There are the following requirements for the disposition file:
- The file must be in CSV format and contain 1 worksheet;
- The file size range is between 96 bytes and 10 MB;
- The file must contain at least email/lead GUID and status columns;
- Include column headers to make the mapping procedure in Step 2 more convenient.
- See the example disposition file at the end of the article.
You can also use services to check your CSV files, for example, CSV Lint.
Step 1. Upload file
To upload the disposition file, select the campaign and click Choose file.
As soon as campaign and file are selected, Next button becomes active. Click it to proceed:
If there is something wrong with the file, an error message will be displayed.
Please upload disposition files separately for each campaign. Make sure your file contains leads bought by only one campaign selected above, otherwise, lead statuses won't be updated correctly.
Step 2. Map file headers
On the next step, map Email and/or Lead GUID, and Status between the uploaded file and PX settings.
Next time when you upload the file with the same structure, fields will be mapped automatically.
If your uploaded file contains headers, click Yes and map each of the required fields to headers of the corresponding columns by selecting checkboxes in corresponding drop-down menus:
Enter the necessary number in a Search field if there is no item you need on the list.
If the uploaded file does not contain headers, click No. Сount columns manually in your file and map each of the required fields to appropriate column numbers.
If there is no corresponding column in the uploaded file, select My file doesn’t have this column checkbox.
Avoid selecting this checkbox for Status field and both Email and Lead GUID (at least one of these two columns must be mapped). Otherwise, the file won't be processed correctly.
Click Process as soon as you're done.
Step 3. Map statuses
On this step, map each status specified in the uploaded file to one of standard PX statuses, which are closest in meaning:
Follow How to Map Disposition Statuses article for more information.
If you uploaded files before, you can click Review previously mapped fields to view the fields that were mapped automatically according to previous uploads and change them if necessary:
Click Back to return to the previous step (all your configurations on the current step will be saved).
Click Process to finish the file upload. If everything is mapped correctly, the information about the uploaded file appears in Dispositions spreadsheet.
You can also see the leads uploaded in the file on Leads Overview page by sorting it by Disposition column.