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🏠 Feature Overview
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
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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.
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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 |
| Enter a label name |
Original Field Name |
| Select from the dropdown |
New Field Name |
| Enter new field name |
Type |
| Specify the type of value transform |
Original Value |
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New Value |
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Transform
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Manipulate
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Value Transform Groups
User can create groups into which user can add previously-created Value Transform Fieldnames.
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🎯 Objective
The advertiser is the client accepting the leads. The advertiser will be able to set up multiple campaigns per advertiser and assign publishers to campaigns to provide leads to these campaigns.
\uD83E\uDD14 Assumptions
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Provide any assumptions/pre requisites that are needed for the feature to work. |
\uD83D\uDDD2 Requirements
User Permissions
The users should have access to the advertisers to be able to view the advertisers
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\uD83C\uDFA8 User interaction and design
Advertiser-Create Campaign -https://www.figma.com/proto/XSFJYyCCNM0Z41Lh961pMm/ADVERTISERS---Create-Campaign-V3?scaling=min-zoom&page-id=0%3A1&starting-point-node-id=9%3A2&node-id=9%3A2
Advertiser- Import-https://www.figma.com/proto/AsU5TdoA31PwSqZsuTRKY4/ADVERTISER---Import?node-id=2%3A7&scaling=min-zoom&page-id=0%3A1&starting-point-node-id=2%3A7
Advertiser- Validation Lists-https://invis.io/WQ10SOR1P56B
Advertiser-Value Transform-https://invis.io/MEUGRPETYWK
Open Questions
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Out of Scope
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Provide any details of additional feature requirements that haven't been scoped. |