This article explains the process of validating records with a Verify job (RV Job), and then processing the results.
For an in-depth explanation of all options available on the different job pages, see
Prerequisites
- You have defined which fields should be validated when selecting the validations (Address, Email and/or Phone). This can be set up in the Verify Setup:
1. Run an RV Job
To validate your records in a batch job, start a new Job.
- Go to tab RV Job.
The Plauti Verify Job Overview opens. - At top right, click + New Job
.
- At Job Name, enter a descriptive name for your job.
- At Select Object, select the object you want to start a Verify Job in.
- Click + Add Filter
(optional) to add a filter to the job. By adding a filter, you can run the validation on a subset of the object's records. Read more in Plauti Verify Job Filter.
- At Validations, select what you want to validate: Address, Email, and/or Phone.
- At RV Status, decide which kind of records you want to include in the Record Validation Job. If you want to make sure that all records are taken into account, simply select all Record Validation statuses.
- New - Not validated before: All records that Plauti Verify has not validated yet.
- Changed - Changed since the last validation: All records that were changed since the last validation.
- Manual - Manually saved without validation: All records that were saved manually by users without validation.
- Amber - Validated and needs a decision: All records that Plauti Verify already validated, and that need a decision on whether to keep the data (e.g. an email address that was recognized as being a spam-trap).
- Red - Validated and incomplete or invalid: All records that Plauti Verify was not able to validate before because of unusable data.
- Green - Validated and complete or valid: All records that were found to be correct the last time by Plauti Verify. Suggestions might still be available to make the record values even more complete.
- Check if the calculated expected number of credits matches your expectation. If not, or if it indicates the job configuration will result in an empty job, change the configuration to include less or more records, e.g. by changing the filter or the selected RV statuses.
- Click Start
to start the Verify Job.
2. Wait until the job is completed
After clicking Start, you are returned to the Job Overview where the new job is displayed.
The Status column will display the job's progress. Wait until the status changes to "Completed".
3. Process the validation results
After your job is completed, you can either
- Auto Process the results from the Job Overview, or
- process them manually on the Job Results page, by reviewing them and making changes if needed.
Save data that was found to be correct (indicated in green
) and decide to update those records with even better suggestions if available; make changes if a validation needs a decision on whether to keep it or not (amber
); and inspect why record data could not be validated (red
) and update or delete it if needed.
With Auto Process you made these decisions beforehand so that Plauti Verify can process the validations for you automatically.
Read more about auto-processing results in Run an Auto Process job.
To process validations manually:
- On tab RV Job, find the job you want to review the results of.
- At the right of the job, click View Results ()
.
The Verify Job Results page opens. - Open the results of a record with the chevron
button.
- At each section, review the validation and any suggestions given. The Status Message field shows the specifics of the validation.
Verified validations (green) can be valid as they are but still have a better suggestion.
Read more about the different reasons for marking an email address green, amber or red in Email Status Codes. - Decide to use the suggestion (Pick Suggested, selected by default) or keep the existing data. In case of the latter, select Keep Existing.
- Click Edit
to make your own changes if needed. When any changes are made, the value header changes to "Keep Custom", to indicate that the value is not the original value anymore.
After editing you have the options to either Restorethe previously suggested value, or Validate
the changes made, but neither is mandatory. As always, clicking "Validate" uses credits.
- Click one of the Update Record
buttons to save the validation, and update the record with the suggestions and any other changes you made. Do this even if you didn't make any changes, to save the validation result.
The results are removed from the job and you can continue with another record. - Continue until you processed all records and the job does not show any validation results anymore.
Read more about the different RV Job Results features in the Record Validation Results page article.