...
Users will predominately be uploading lead data to the platform manually
Requirements
Requirement | User Story | Importance | Jira Issue | Notes | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Create and Manage Publisher ‘organisation(s)’ Accounts | As an Admin or Agency user, they will be able to add, edit and delete publisher accounts on the platform. They should also be able to assign these publishers to a Campaign (See Campaign Publisher Management page). The core information they would like to be able to store is a company name and basic contact information for the main stakeholder. They should also be able to assign users to this company so that they can log in to the system and perform the tasks detailed below. When adding a publisher they should be able to choose to send a welcome email to the contact email address, which will allow the user to sign up and be linked to the new organisation. |
| ||||||||
| 2 | import Lead Data into a Campaign | As an Admin, Agency or Publisher user, they will be able to log into the platform and be able to import data into a campaign. When importing data into a campaign they should be able to:
|
|
| |||||||
| 3 | Export Leads from a Campaign | As an Admin, Agency or Publisher user, they will be able to log into the platform and be able to export all publisher data for that specific publisher has submitted to a campaign. When exporting the data they will be able to filter by status, timeframe (max 1 year) and by QA flags. If the publisher user has multiple publishers assigned to the user account they can also filter by publisher. They can set the order of the export ASC or DSC They will also be able to export all rows of publisher data or by selecting the columns they want to export. When selecting this can be done by dragging and dropping my options or by selecting the whole section. After configuring their options they can then rename the selected columns for export as well as reordering and deleting their selections. When exporting they will need to confirm that they understand the terms and conditions before exporting of the data can start once confirmed the export will then go to the exports sections for the user to download. here again, they will have to confirm that they understand the terms and conditions before exporting of the data |
| ||||||||
| 4 | Resend Creative Assets | As an Admin, Agency or Publisher user, they will be able to re-send any creative assets on the selected campaign. When resending the assets they will have to confirm that they wish to resend, once this is confirmed they will receive an email (which is linked to the publisher) with a link where they can download a zipped file with all of the assets on the campaign. |
| ||||||||
| 5 | View Tracking for the Campaign | As an Admin, Agency or Publisher user, they will be able to view the tracking links & Impression tag and API credentials (the API credentials will only be available if they have created a user) in a modal for that specific publisher on the selected campaign. |
| ||||||||
| 6 | View and Download Signed Contracts for the Campaign | As an Admin, Agency or Publisher user, they will be able to sign any unsigned contracts As an Admin, Agency or Publisher user, they will be able to see and download all signed contracts on the selected campaign. |
| ||||||||
| 7 | Download Performance Report(s) | As an Admin, Agency or Publisher user, they will be able to download a breakdown of the campaign performance. this will include all key campaign performance metrics including Impression, clicks etc along with the line item breakdown of all the records. |
| ||||||||
| 8 | View Campaign Information | As an Admin, Agency or Publisher user, they will be able to view selected:
Which has been specified by an Admin or Agency User, for both the Simple Conditional Validation and Validation List Jobs the Publisher User will have the option to download the list of values associated with them. When downloading a simple conditional validation job this will generate a local browser download. When downloading a validation list job this will generate a download which will be accessible via the export section. The Publisher user will be able to see the logic that they need to submit the lead data for it to pass the check eg
The Publisher user will be able to see the Publisher notes on the campaign that have been populated by the Admin or Agency User on the campaign |
| ||||||||
| 9 | Custom Tables & Pagenation | As an Admin, Agency or Publisher user, they will have to option to customise the table with selected options to choose from. | |||||||||
| 10 | Column Filter(s) | As an Admin, Agency or Publisher user, they will have to option to filter certain table columns with selected options to filter on. | |||||||||
| 11 | Active Campaigns | As an Admin, Agency or Publisher user, | |||||||||
| 12 | Ended Campaigns | As an Admin, Agency or Publisher user, | |||||||||
| 13 | Leads Breakdown Widget | As an Admin, Agency or Publisher user, | |||||||||
| 14 | Exports | As an Admin, Agency or Publisher user, | |||||||||
| 15 | Reports > Publisher Report | As an Admin, Agency or Publisher user, |
User interaction and design
...