Testing your Meera campaigns before launch? You'll need to manage your test leads effectively to get accurate results. Meera gives you three ways to handle your test leads: reset, delete, or upload a lead with a new number. Let's break down each option and when you might want to use it.
1. Reset a Lead
What it does:
Resets the status of a lead so it can go through the campaign again from the beginning.
When to use it:
-
When you want to test the same lead multiple times
-
If a lead went through the campaign but you made changes and want to restart their journey
-
When verifying updated messaging or campaign logic
Note: Resetting a lead won’t remove their data — it just brings them back to step one in your workflow.
Here's how to do it on your campaign:
- Log in to Meera.
- From the left-hand menu, navigate to Campaigns.
- Locate the campaign you’d like to view and click the eye icon under the Action column.
- (See example below)
- Click on the phone number of the test lead you want to reset.
- (See example below)
- Under the lead details, click Reset Lead.
- (See example below)
- (See example below)
- Once the lead has been reset, click on Start Prompt under Send SMS to trigger the campaign flow again.
- (See example below)
- (See example below)
2. Delete a Lead
What it does:
Permanently removes the lead from the system.
When to use it:
-
If you’ve uploaded test data you no longer need
-
To clean up your list before launching a live campaign
-
When a lead has incorrect or outdated information and you don’t want to keep their record
Important: Once deleted, the lead’s data is removed and cannot be recovered.
Here's how to do it on your campaign:
- Log in to Meera.
- From the left-hand menu, navigate to Campaigns.
- Locate the campaign you’d like to view and click the eye icon under the Action column.
- (See example below)
- Click on the phone number of the test lead you want to reset and click on the bin symbol to delete the lead.
- (See example below)
- There's also another way to delete a lead. Click on Filter and type the number under User Mobile. Then, click Submit to find a lead.
- (See example below)
3. Upload a Lead with a New Number
What it does:
Adds a new lead with a different phone number (even if the name or other data is the same).
When to use it:
-
If you want to simulate a new contact’s experience
-
To test how different inputs (e.g., location, time zone, or message variation) affect the journey
-
When your test lead has already gone through the campaign and resetting is not preferred
This is a great option for fresh testing without altering or interfering with existing data. Here is a step by step tutorial on: Uploading Lead via CSV File
If you have any follow-up questions, please reach out to the support team at help@meera.ai