What does it do?
Who would use it?
Scheduled Delivery allows a user to deliver a set amount of leads to their API endpoint in a specified timeframe. This allows users to manage the number of leads that their client receives within a chosen time period.
E.g. this can be used if you want to deliver 50 leads to the client endpoint every month.
Action | Description | |
|---|---|---|
| 1 | Set Schedule Delivery 1/0 | Users can set Schedule Delivery to be on or off |
| 2 | Set Schedule Delivery date range | Users can set the time period that leads will be delivered |
| 3 | Set number of leads to deliver using Schedule Delivery | Users can set the number of leads will be delivered |
What use case(s) does this apply to?
CONTENT SYNDICATION
All users that deliver leads through the platform could utilise this feature. Brands, Publishers, Agencies.
Why would clients find this useful?
Clients would find this feature useful as it allows them to manage how many leads are delivered whilst also time-boxing the delivery.
Key Talking Points
- Better lead delivery management
- User control over lead scheduling
An example of how it would be implemented?
This feature is campaign based, so the first step is to select a campaign from the Convertr Dashboard.
Once a campaign has been selected the user will be directed to the Campaign overview page. The setup of a Schedule Delivery is implemented via the 'Setup' icon in the campaign 'Actions' menu or accessed through the 'Setup' item of the 'Admin' dropdown.
Schedule Delivery can be set to 'Yes' or 'No' in the 'Delivery' section of Setup page.
