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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
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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
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Name
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Required
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Notes
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Label
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Enter a label name
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Original Field Name
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Select from the dropdown
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New Field Name
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Enter new field name
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Type
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Specify the type of value transform
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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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Validation Lists
Validation lists allows users to check the leads against the list of values to target or supress and pass/reject a lead based on the condition selected.
Validation Lists can be set up in two areas:
System Level
a. Lists applied at this level will be accessible across all campaigns in your enterprise
2. Advertiser Level
a. Lists applied at this level will only be available to campaigns set up under this advertiser.
Setting Up Validation Lists At An Advertiser Level
Click Add
When adding a entry to the validation list, user enter the following fields and clicks Save
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Name
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Required
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Notes
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Name
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Enter the validation list name
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Private
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Private toggle affects the view of the list for any Agency type users on your platform. If set to Private, Agency users will not be able to see the values that are added to the list, or make any changes to it.
Clicking Save will open a Add Validation List modal where the user can add values or Import values.
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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.
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