AIUNIFY Funnels provides an Edit operation for individual Lead records.
The Edit Lead screen lets you review stored Lead field information, change existing values, and add additional field/value pairs.
The edit interface is identified as:
Edit lead
The screen loads the selected FormData record and presents its stored field information for editing.
The Lead's existing field_values represent the information previously stored for that submission.
Depending on the source form, this might include fields such as:
Different Leads can contain different field structures.
If an existing value needs correction, update the appropriate field on the Edit Lead screen and save the record.
Before changing a value, confirm that you are editing the correct Lead and that the modification is operationally appropriate.
The Edit Lead screen includes:
Add field
This operation lets you add another field name and corresponding value to the Lead record.
Use descriptive field names so the new information remains understandable when the Lead is later viewed or exported.
During the update workflow, AIUNIFY Funnels builds the submitted new field names and values into the Lead's saved field-value structure.
The field name therefore matters. For example, a field called company and a field called organization are separate keys unless you deliberately standardize them.
CSV export creates its columns from the collection of field names found across the exported Lead records.
Inconsistent field naming can therefore create separate CSV columns for information that conceptually means the same thing.
When manually adding fields, use the same naming convention already used by the related Landing Page form whenever practical.
The confirmed update workflow checks the complete submitted Lead field-value data before saving.
If all submitted values are empty, the application returns:
Not found any fields submit. Please enter some fields
Do not use the Edit workflow as a substitute for deleting a Lead. If the entire record should be removed, use the dedicated Delete action described in Chapter 35.
After making the required changes, select:
Save
When the update is saved successfully, AIUNIFY Funnels returns:
Updated successfully
The Edit Lead interface also provides a Cancel action that returns to the Leads workspace.
Use Cancel when you opened the wrong Lead or no longer want to make the planned change.
The confirmed Lead update workflow changes the stored FormData record directly.
It does not process the record through the public Landing Page form-submission method again.
For that reason, editing a Lead should not be treated as a new visitor form submission.
The public submission controller is where AIUNIFY Funnels checks whether the Landing Page Autoresponder job should be dispatched.
The confirmed Lead update method only updates the stored Lead field values and saves the record.
Do not expect a manual Lead edit to resend the Landing Page's normal Autoresponder.
The public submission workflow is also where the application checks whether to dispatch the configured mailing integration.
The confirmed Edit Lead update path does not dispatch that integration job.
If you change an email address manually in Leads, verify and update the external mailing platform separately when necessary.
The Browser, OS, and Device values are separate FormData attributes captured during the original form-submission process.
The normal Edit Lead interface is designed around the Lead's field-value information rather than recreating the original visitor's device environment.
The duplicate-email check documented in Chapter 32 occurs during the public Landing Page form-submission workflow.
The confirmed Lead update method does not perform that same Landing Page duplicate-email query before saving field-value changes.
When manually changing an email address, review existing campaign records if duplicate data matters to your process.
Common operational reasons to edit a Lead include:
Because edits modify the stored Lead record, consider whether your organization needs to preserve the visitor's original submitted wording before making substantial changes.
If historical accuracy matters, export or otherwise retain the required information according to your organization's data-retention procedures before making major modifications.
Operating principle: Lead editing changes the stored AIUNIFY Funnels record; it does not recreate the visitor's original form submission or automatically repeat the submission-triggered email workflows.