Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Page Properties

Platform URL

https://[enterprise].cvtr.io/v2/advertisers

Epic

Type /Jira to add Jira epics and issues

Document status

Status
titleDRAFT

Document owner

Anu Kalangi

Designer

@ designer

Tech lead

@ lead

Technical writers

@ writers

QA

🏠 Feature Overview

Setting up an Advertiser

...

From this interface you can Add, Import, Delete, Create New Campaign and View Advertiser.

Add Advertiser

When adding a entry to the advertiser, you will be able to enter the following fields:

...

View Advertiser will let the user create

  • Create a campaign

...

  • View the campaigns associated to the advertiser

...

  • View account details

  • Add Value Transformation

  • View Default Value Settings

  • Add Validation Lists.

Create Campaign

...

Account

Account tab displays the account details entered when the advertiser was created.

Value Transformation

Value Transform lets the user take the data that already exists in platform, and create new data based off of them that can be used to report, integrate and categorise your leads.

There are two types of Value Transforms: Transforms and Manipulation

  • Transforms: This allows the user to take known data values which are expecting to receive, and transform them into a new value in a new field.

  • Manipulation : This allows the user to reformat unknown data values - combines different fields together (concatenation), or change a telephone number's format (Regex Find and Replace).

User can create value transform by importing or creating the new.

Importing Value Transforms

Click import and download the csv file

...

Once downloaded, fill in each row with the value transform you want to add - values with the same original field name, new fieldname and group name will be grouped together.

...

Add Value Transforms

Click Add on the Field Names tab.

When adding a entry to the value transform, user enter the following fields and clicks Save

Name

Required

Notes

Label

(tick)

Enter a label name

Original Field Name

(tick)

Select from the dropdown

New Field Name

(tick)

Enter new field name

Type

(tick)

Specify the type of value transform

Original Value

(tick)

New Value

(tick)

Transform

...

Manipulate

...

Value Transform Groups

User can create groups into which user can add previously-created Value Transform Fieldnames.

...

🎯 Objective

Info

Provide details of what the feature is trying to resolve.

...