General info
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New – the only status with which emails are being sent
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Lead
-
Hot – to separate simple Leads and Hot Leads, but it doesn’t exist anymore
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Cancellation – a contact who answered that they are not interested
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Blacklist
-
Account
-
Expired
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Tel.Lead
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Bounced
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Later
-
Inactive
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LeadCompany
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the campaign for the first time |
it receives ‘NEW’ status |
| 2 |
a NEW contact is uploaded to the same campaign where it already exists as ‘NEW’ |
it’s ignored during the upload |
| 3 |
a NEW contact is uploaded to a different campaign of the same company |
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| 4 |
a NEW contact is uploaded to any other service of any other company |
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| 5 |
another contact with the same company name as a NEW contact is uploaded to the same campaign |
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| 6 |
a NEW contact receives a Lead status |
contacts inside the same campaign with the same company name receive a LeadCompany status |
| 7 |
a NEW contact receives a LeadCompany status |
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| 8 |
a NEW contact receives a CANCELLATION status |
-||-||- should be ignored during the upload to the same campaign |
| 9 |
a NEW contact receives 1st ‘unsubscribed’ email |
it receives BLACKLIST status and immediately updates company-wide (its status changes to BLACKLIST in all other campaigns of this company) |
| 10 |
a NEW contact receives 1st ‘blocked’ email |
it receives BLACKLIST status and immediately updates company-wide (its status changes to BLACKLIST in all other campaigns of this company) |
| 11 |
a NEW contact receives a BLACKLIST status |
it immediately updates company-wide (its status changes to BLACKLIST in all other campaigns of this company) is there a case when we change a status from BLACKLIST to NEW? remove a note about in what service contact was marked as blacklisted => updating the logic of verification (we won’t check if it’s blacklisted in another campaign since this status will be applied immediately) |
| 12 |
a NEW contact receives an ACCOUNT status |
contacts inside the same campaign with the same company name receive a LeadCompany status |
| 13 |
a NEW contact receives an EXPIRED status |
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| 14 |
a NEW contact receives a TEL.LEAD status |
contacts inside the same campaign with the same company name receive a LeadCompany status |
| 15 |
a NEW contact receives 3 bounce |
it receives BOUNCED status and immediately updates system-wide (its status changes to BOUNCED in all other campaigns of other companies) |
| 16 |
a NEW contact receives 1st soft_bounce email |
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| 17 |
a NEW contact receives 2nd soft_bounce email |
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| 18 |
a NEW contact receives 3rd soft_bounce |
it receives BOUNCED status and immediately updates system-wide (its status changes to BOUNCED in all other campaigns of other companies) |
| 19 |
a NEW contact receives 1 hard_bounce |
it receives BOUNCED status and immediately updates system-wide (its status changes to BOUNCED in all other campaigns of other companies) |
| 20 |
a NEW contact receives a LATER status |
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| 21 |
a NEW contact receives an INACTIVE status |
it immediately updates system-wide (its status changes to INACTIVE in all other campaigns of other companies) |
| 22 |
the contact received all emails (1st – 3rd…) and it’s been 3 months since the last email |
it receives EXPIRED status |
LEAD
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘LEAD’ |
it’s ignored during the upload |
| 2 |
a LEAD contact is uploaded to a different campaign of the same company |
-||-||- |
| 3 |
a LEAD contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as a LEAD contact is uploaded to the same campaign |
it uploads with a LeadCompany status |
CANCELLATION
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘CANCELLATION’ |
it’s ignored during the upload |
| 2 |
a CANCELLATION contact is uploaded to a different campaign of the same company |
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| 3 |
a CANCELLATION contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as a CANCELLATION contact is uploaded to the same campaign |
-||-||- |
BLACKLIST
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘BLACKLIST’ |
it’s ignored during the upload |
| 2 |
a BLACKLIST contact is uploaded to a different campaign of the same company |
it uploads with a BLACKLIST status |
| 3 |
a BLACKLIST contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as a BLACKLIST contact is uploaded to the same campaign |
it uploads with a BLACKLIST status |
ACCOUNT
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘ACCOUNT’ |
it’s ignored during the upload |
| 2 |
an ACCOUNT contact is uploaded to a different campaign of the same company |
it uploads with an ACCOUNT status |
| 3 |
an ACCOUNT contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as an ACCOUNT contact is uploaded to the same campaign |
it uploads with an ACCOUNT status |
EXPIRED
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘EXPIRED’ |
status of the existing ‘Expired’ contact changes to ‘NEW’ |
| 2 |
an EXPIRED contact is uploaded to a different campaign of the same company |
-||-||- |
| 3 |
an EXPIRED contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as an EXPIRED contact is uploaded to the same campaign |
-||-||- |
TEL.LEAD
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘TEL.LEAD’ |
it’s ignored during the upload |
| 2 |
a TEL.LEAD contact is uploaded to a different campaign of the same company |
-||-||- |
| 3 |
a TEL.LEAD contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as a TEL.LEAD contact is uploaded to the same campaign |
it uploads with a LeadCompany status |
Bounced
|
when |
then |
||
|---|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘Bounced’ |
it’s ignored during the upload |
|
| 2 |
a Bounced contact is uploaded to a different campaign of the same company |
-||-||- |
|
| 3 |
a Bounced contact is uploaded to any other service of any other company |
-||-||- |
|
| 4 |
another contact with the same company name as a Bounced contact is uploaded to the same campaign |
-||-||- |
Later – skip
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘Later’ |
|
| 2 |
a Later contact is uploaded to a different campaign of the same company |
-||-||- |
| 3 |
a Later contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as a Bounced contact is uploaded to the same campaign |
-||-||- |
Inactive
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘Inactive’ |
it’s ignored during the upload |
| 2 |
an ‘Inactive’ contact is uploaded to a different campaign of the same company |
it uploads with an ‘Inactive’ status |
| 3 |
an ‘Inactive’ contact is uploaded to any other service of any other company |
it uploads with an ‘Inactive’ status |
| 4 |
another contact with the same company name as an ‘Inactive’ contact is uploaded to the same campaign |
-||-||- |
LeadCompany
|
when |
then |
|
|---|---|---|
| 1 |
a contact is uploaded to the same campaign where it already exists as ‘LeadCompany’ |
it’s ignored |
| 2 |
a LeadCompany contact is uploaded to a different campaign of the same company |
-||-||- |
| 3 |
a LeadCompany contact is uploaded to any other service of any other company |
-||-||- |
| 4 |
another contact with the same company name as a LeadCompany contact is uploaded to the same campaign |
it uploads with a ‘LeadCompany’ status |
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