Edit a Submission

Rebekah Garner
Rebekah Garner
  • Updated

Overview

You can edit a submission if your Administrator has given you permission. There are two types of submissions you can edit: a manual submission meaning you used the submission table to input or paste in values, or an imported submission meaning you used the import file functionality to create a submission.

Editing and resubmitting data will generate an updated link if necessary, send a new confirmation to the submitter, and resend data to all downstream platforms.

Tips and Information

  • Editing a submission will not change your Pattern (aka tracking code/CID/campaign code/key/UTM ID). If your Pattern needs to be changed, create a new submission.
  • Shortened links using Bit.ly will continue to redirect to the original link. 
  • Click to change the row height to Compact, Medium, or Large. 

Edit a Submission Name

Editing the submission dataset allows you to rename the Submission Name. 

Edit a Manual Submission

  1. Navigate to the submission from the Submissions page or the Search page.
    mceclip0.png

  2. There are two ways to edit and correct your data:

      1. Edit Select Rows
      2. Edit the Table

EDIT SELECTED ROWS:

  1. Sort and Filter your data as needed.

  2. Click  Edit Selected Rows.

  3. Check the box to the left of the rows to edit. Click Edit # Rows.
    mceclip3.png You can edit up to 1,000 rows at a time. To edit the full submission over 1,000 rows it is best practice to edit the entire table.
    mceclip1.png

  4. Make the necessary corrections to the selected fields.
    mceclip2.png

  5. Click Submit.
    mceclip3.png Claravine will send the updated information to the downstream targets and you will receive a submission confirmation email from Claravine with the submission CSV file attached.

Watch a video showing you how to edit a manually created submission by sorting, filtering, and selecting rows to edit.

 

EDIT THE TABLE:

  1. Click the Edit icon  in the upper right corner to put the entire table into edit mode.
    mceclip3.png

  2. Make the necessary changes to any fields. 
    mceclip4.png

    mceclip3.png Use the Search field to find a specific value in the Submission Table. 

  3. Click Submit.
    mceclip3.png Claravine will send the updated information to the downstream targets and you will receive a submission confirmation email from Claravine with the submission CSV file attached.

Watch a video showing you how to edit a manually created submission by editing the entire table.

 

To Edit an Imported File Submission

  1. Navigate to the submission from the Submissions page or the Search page.

  2. Sort and Filter your data as needed.

  3. Click  Edit Selected Rows.

  4. Check the box to the left of the rows to edit. Click Edit # Rows.
        mceclip3.png You can edit up to 1,000 rows at a time. To edit the full submission over 1,000 rows it is best practice to edit the entire table.
    mceclip5.png

  5. Make the necessary corrections to the selected fields.mceclip2.png

  6. Click Submit.
    mceclip3.png Claravine will send the updated information to the downstream targets and you will receive a submission confirmation email from Claravine with the submission CSV file attached.

Watch a video showing you how to edit a manually created submission by sorting, filtering, and selecting rows to edit. 

 

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